Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Kaplan, LA
Every SEC-registered financial advisor at a firm office in Kaplan who lists the Certified Financial Planner designation, A to Z.
The short answer
3 CFP professionals work in Kaplan; the most are at Edward Jones (2). 2 are also registered broker representatives.
CFP advisors in Kaplan, A to Z
Every advisor in Kaplan →- Jerry J. BroussardBroussard Financial Group, LLC · Certified Financial Planner
- Kori D. ComeauxEdward Jones · Certified Financial Planner
- Dirk G. DavidEdward Jones · Certified Financial Planner
Firms with the most CFP professionals in Kaplan
CFP advisors in other Louisiana cities
All of Louisiana →New Orleans 113Baton Rouge 87Metairie 65Lafayette 39Shreveport 36Mandeville 22Lake Charles 18Covington 14Houma 11Slidell 9Monroe 8Prairieville 7Thibodaux 7Alexandria 6Hammond 5Gonzales 4Kenner 4Sulphur 4Belle Chasse 3Denham Springs 3Gretna 3Metarie 3Minden 3New Iberia 3
Questions
How many CFP financial advisors are in Kaplan, LA?
3 SEC-registered investment adviser representatives at firm offices in Kaplan, Louisiana list the CFP designation; Edward Jones 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 Kaplan?
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.