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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Greenwell Springs, LA

Every SEC-registered financial advisor at a firm office in Greenwell Springs who lists the Certified Financial Planner designation, A to Z.

The short answer

2 CFP professionals work in Greenwell Springs; the most are at Edward Jones (1). 1 are also registered broker representatives.

CFP advisors in Greenwell Springs, A to Z

Every advisor in Greenwell Springs →

Firms with the most CFP professionals in Greenwell Springs

Edward Jones 1Integrity Wealth Management, Inc. 1

CFP advisors in other Louisiana cities

All of Louisiana →

New Orleans 107Baton Rouge 81Metairie 56Lafayette 34Shreveport 30Mandeville 19Covington 12Lake Charles 12Houma 10Alexandria 6Monroe 6Prairieville 6Slidell 5Hammond 4Ruston 4Sulphur 4Thibodaux 4Belle Chasse 3Gretna 3New Iberia 3

Questions

How many CFP financial advisors are in Greenwell Springs, LA?

2 SEC-registered investment adviser representatives at firm offices in Greenwell Springs, Louisiana list the CFP designation; Edward Jones 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 Greenwell Springs?

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.