Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Covington, LA
Every SEC-registered financial advisor at a firm office in Covington who lists the Certified Financial Planner designation, A to Z.
12 CFP professionals work in Covington; the most are at Advocacy Financial LLC (2). 7 are also registered broker representatives.
CFP advisors in Covington, A to Z
Every advisor in Covington →- Garrett M. BoothEdward Jones · Certified Financial Planner
- Nicholas A. BowersAdvocacy Financial LLC · Certified Financial Planner
- Ann P. ColvinCreative Planning · Certified Financial Planner
- Ryan M. FlurieBeam Wealth Advisors, Inc. · Certified Financial Planner
- Tyler V. GugliuzzaEdward Jones · Certified Financial Planner
- Andrew K. HoffmanBeam Wealth Advisors, Inc. · Certified Financial Planner
- Randy P. KinchenLPL Financial LLC · Certified Financial Planner
- Nicole M. MosleyMercer Global Advisors Inc. · Certified Financial Planner
- Joseph M. Prisco Jr.Advocacy Financial LLC · Certified Financial Planner
- Robert J. Reed Jr.Mercer Global Advisors Inc. · Certified Financial Planner
- Charles L. RichmondPfs Investments Inc. · Certified Financial Planner
- Lavon H. WelchCambridge Investment Research Advisors, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Covington
Advocacy Financial LLC 2Beam Wealth Advisors, Inc. 2Edward Jones 2Mercer Global Advisors Inc. 2Cambridge Investment Research Advisors, Inc. 1Creative Planning 1LPL Financial LLC 1Pfs Investments Inc. 1
CFP advisors in other Louisiana cities
All of Louisiana →New Orleans 105Baton Rouge 76Metairie 59Lafayette 34Shreveport 29Mandeville 19Lake Charles 16Houma 10Slidell 7Alexandria 6Monroe 6Prairieville 6Sulphur 4Thibodaux 4Belle Chasse 3Gonzales 3Gretna 3Metarie 3Minden 3New Iberia 3Ruston 3
Questions
How many CFP financial advisors are in Covington, LA?
12 SEC-registered investment adviser representatives at firm offices in Covington, Louisiana list the CFP designation; Advocacy Financial LLC employs the most of them (2).
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 Covington?
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.