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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Lafayette, LA

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

34 CFP professionals work in Lafayette; the most are at Cetera Planning Partners (6). 24 are also registered broker representatives.

CFP advisors in Lafayette, A to Z

Every advisor in Lafayette →
  • Curt P. ArcementRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Renee C. BaudoinChf Wealth Management, LLC · Certified Financial Planner
  • Tracey J. BreauxCreative Planning · Certified Financial Planner
  • Brian ChampagneWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
  • Kyle J. ChampagneAmeriprise Financial Services, LLC · Certified Financial Planner
  • Adam J. CurryCetera Planning Partners · Certified Financial Planner
  • Robert C. Darnall Jr.Cetera Planning Partners · Certified Financial Planner, Personal Financial Specialist
  • Michael J. DoiseCullen Investment Group · Certified Financial Planner, Chartered Financial Analyst
  • Michael T. DomingueCetera Investment Advisers LLC · Certified Financial Planner
  • Frank J. Domino Jr.Raymond James & Associates, Inc. · Certified Financial Planner
  • David J. DuplantisJ.P. Morgan Securities LLC · Certified Financial Planner
  • Eric S. FaulChf Wealth Management, LLC · Certified Financial Planner, Personal Financial Specialist
  • Ceata O. HackettEdward Jones · Certified Financial Planner
  • Ken M. HanesChf Wealth Management, LLC · Certified Financial Planner, Personal Financial Specialist
  • Lisa L. HeathCambridge Investment Research Advisors, Inc. · Certified Financial Planner
  • Nanette S. HeggieRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • David S. HollierRaymond James & Associates, Inc. · Certified Financial Planner
  • Chase C. KennerFinal Ascent Wealth Advisors, LLC · Certified Financial Planner
  • John P. Landry Jr.J.P. Morgan Securities LLC · Certified Financial Planner
  • Jonas C. LoweryBcm Advisors, LLC · Certified Financial Planner
  • Daniel R. MaggioLPL Financial LLC · Certified Financial Planner
  • Sean C. MahoneyCetera Investment Advisers LLC · Certified Financial Planner
  • Henry L. Mayer IIIRaymond James & Associates, Inc. · Certified Financial Planner
  • Lois M. MelanconEdward Jones · Certified Financial Planner
  • Shelley H. MoncriefLPL Financial LLC · Certified Financial Planner
  • Todd S. NewbergEdward Jones · Certified Financial Planner
  • Stephen L. NickelCullen Investment Group · Certified Financial Planner
  • Gerard L. PatinCetera Investment Advisers LLC · Certified Financial Planner
  • Michael E. PharrSummit Financial Wealth Advisors · Certified Financial Planner
  • Kaleb J. PriceBcm Advisors, LLC · Certified Financial Planner
  • David J. Romagosa Sr.Summit Financial Wealth Advisors · Certified Financial Planner, Chartered Financial Consultant
  • Chad P. RomeroCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • John D. StrotherCetera Planning Partners · Certified Financial Planner
  • Jennifer S. ZieglerCetera Planning Partners · Certified Financial Planner, Personal Financial Specialist

Firms with the most CFP professionals in Lafayette

Cetera Planning Partners 6Cetera Investment Advisers LLC 3Chf Wealth Management, LLC 3Edward Jones 3Raymond James & Associates, Inc. 3Bcm Advisors, LLC 2Cambridge Investment Research Advisors, Inc. 2Cullen Investment Group 2J.P. Morgan Securities LLC 2LPL Financial LLC 2Raymond James Financial Services Advisors, Inc. 2Summit Financial Wealth Advisors 2Ameriprise Financial Services, LLC 1Creative Planning 1Final Ascent Wealth Advisors, LLC 1

CFP advisors in other Louisiana cities

All of Louisiana →

New Orleans 105Baton Rouge 76Metairie 59Shreveport 29Mandeville 19Lake Charles 16Covington 12Houma 10Slidell 7Alexandria 6Monroe 6Prairieville 6Sulphur 4Thibodaux 4Belle Chasse 3Gonzales 3Gretna 3Metarie 3Minden 3New Iberia 3Ruston 3

Questions

How many CFP financial advisors are in Lafayette, LA?

34 SEC-registered investment adviser representatives at firm offices in Lafayette, Louisiana list the CFP designation; Cetera Planning Partners employs the most of them (6).

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 Lafayette?

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.