Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Lake Charles, LA
Every SEC-registered financial advisor at a firm office in Lake Charles who lists the Certified Financial Planner designation, A to Z.
The short answer
16 CFP professionals work in Lake Charles; the most are at Fmp Wealth Advisers (2). 11 are also registered broker representatives.
CFP advisors in Lake Charles, A to Z
Every advisor in Lake Charles →- Marshal D. BaggettOsaic Wealth, Inc. · Certified Financial Planner
- Blake A. BrignacRaymond James & Associates, Inc. · Certified Financial Planner
- Douglas G. Burnette Jr.Collective Wealth Advisors LLC · Certified Financial Planner
- Charles ChandlerEdward Jones · Certified Financial Planner
- Robert G. Cockrell Jr.Raymond James & Associates, Inc. · Certified Financial Planner
- Mark D. Eckard Sr.LPL Financial LLC · Certified Financial Planner
- Megan Evans FontenotNewedge Advisors · Certified Financial Planner
- Daniel W. FrickFmp Wealth Advisers · Certified Financial Planner, Chartered Financial Analyst
- Richard A. HintonAmeriprise Financial Services, LLC · Certified Financial Planner
- John C. Hixson Jr.Fmp Wealth Advisers · Certified Financial Planner
- Harold D. JonesWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Stephen K. LilesNewedge Advisors · Certified Financial Planner
- Robert R. Mendelson Jr.Benjamin F. Edwards & Company, Inc. · Certified Financial Planner
- Randyl RatcliffWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Kamran RichardJ.P. Morgan Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- Benson B. Terrell Jr.MML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
Firms with the most CFP professionals in Lake Charles
Fmp Wealth Advisers 2Newedge Advisors 2Raymond James & Associates, Inc. 2Wells Fargo Advisors Financial Network, LLC 2Ameriprise Financial Services, LLC 1Benjamin F. Edwards & Company, Inc. 1Collective Wealth Advisors LLC 1Edward Jones 1J.P. Morgan Securities LLC 1LPL Financial LLC 1MML Investors Services, LLC 1Osaic Wealth, Inc. 1
CFP advisors in other Louisiana cities
All of Louisiana →New Orleans 105Baton Rouge 76Metairie 59Lafayette 34Shreveport 29Mandeville 19Covington 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 Lake Charles, LA?
16 SEC-registered investment adviser representatives at firm offices in Lake Charles, Louisiana list the CFP designation; Fmp Wealth Advisers 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 Lake Charles?
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.