Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Belle Chasse, LA
Every SEC-registered financial advisor at a firm office in Belle Chasse who lists the Certified Financial Planner designation, A to Z.
The short answer
3 CFP professionals work in Belle Chasse; the most are at Cetera Investment Advisers LLC (1). 3 are also registered broker representatives.
CFP advisors in Belle Chasse, A to Z
Every advisor in Belle Chasse →- Ray C. Ansardi IIICetera Investment Advisers LLC · Certified Financial Planner
- Clinton C. ColdrenLPL Financial LLC · Certified Financial Planner
- Reid B. McLellanEdward Jones · Certified Financial Planner
Firms with the most CFP professionals in Belle Chasse
Cetera Investment Advisers LLC 1Edward Jones 1LPL Financial LLC 1
CFP advisors in other Louisiana cities
All of Louisiana →New Orleans 105Baton Rouge 76Metairie 59Lafayette 34Shreveport 29Mandeville 19Lake Charles 16Covington 12Houma 10Slidell 7Alexandria 6Monroe 6Prairieville 6Sulphur 4Thibodaux 4Gonzales 3Gretna 3Metarie 3Minden 3New Iberia 3Ruston 3
Questions
How many CFP financial advisors are in Belle Chasse, LA?
3 SEC-registered investment adviser representatives at firm offices in Belle Chasse, Louisiana list the CFP designation; Cetera Investment Advisers LLC employs the most of them (1).
What is a CFP?
CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.
How do I check a CFP in Belle Chasse?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFP itself with the body that issues it.
Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.