Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Houma, LA
Every SEC-registered financial advisor at a firm office in Houma who lists the Certified Financial Planner designation, A to Z.
10 CFP professionals work in Houma; the most are at Hassell Wealth Management (4). 6 are also registered broker representatives.
CFP advisors in Houma, A to Z
Every advisor in Houma →- Marylucy T. BergeronHassell Wealth Management · Certified Financial Planner
- Carroll J. Domangue Jr.LPL Financial LLC · Certified Financial Planner
- Amy Lynn HammockBeacon Pointe Advisors, LLC · Certified Financial Planner
- Alexandra HassellHassell Wealth Management · Certified Financial Planner
- Stephen K. HassellHassell Wealth Management · Certified Financial Planner
- Katherine C. HebertHassell Wealth Management · Certified Financial Planner
- Matthew M. LiretteEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Kirby F. Rhodes III IIILPL Financial LLC · Certified Financial Planner
- Leon K. Stiel IIIEdward Jones · Certified Financial Planner
- Kirk TrussellAmeriprise Financial Services, LLC · Certified Financial Planner
Firms with the most CFP professionals in Houma
Hassell Wealth Management 4Edward Jones 2LPL Financial LLC 2Ameriprise Financial Services, LLC 1Beacon Pointe Advisors, LLC 1
CFP advisors in other Louisiana cities
All of Louisiana →New Orleans 105Baton Rouge 76Metairie 59Lafayette 34Shreveport 29Mandeville 19Lake Charles 16Covington 12Slidell 7Alexandria 6Monroe 6Prairieville 6Sulphur 4Thibodaux 4Belle Chasse 3Gonzales 3Gretna 3Metarie 3Minden 3New Iberia 3Ruston 3
Questions
How many CFP financial advisors are in Houma, LA?
10 SEC-registered investment adviser representatives at firm offices in Houma, Louisiana list the CFP designation; Hassell Wealth Management employs the most of them (4).
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 Houma?
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.