Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Mandeville, LA
Every SEC-registered financial advisor at a firm office in Mandeville who lists the Certified Financial Planner designation, A to Z.
19 CFP professionals work in Mandeville; the most are at Edward Jones (3). 19 are also registered broker representatives.
CFP advisors in Mandeville, A to Z
Every advisor in Mandeville →- Sherri AmmermanEdward Jones · Certified Financial Planner
- Paul AvegnoJ.P. Morgan Securities LLC · Certified Financial Planner
- Jeanine M. CazaubonAmeriprise Financial Services, LLC · Certified Financial Planner
- Jennifer L. CraddockPrincipal Securities, Inc. · Certified Financial Planner
- Matthew B. GardnerEdward Jones · Certified Financial Planner
- Chad R. HrapmannCetera Investment Advisers LLC · Certified Financial Planner
- Steven R. JohnsonCetera Investment Advisers LLC · Certified Financial Planner
- Beth M. JulianJ.P. Morgan Securities LLC · Certified Financial Planner
- James J. Kropog Jr.Kropog Financial Group, LLC · Certified Financial Planner
- Ryan C. KropogKropog Financial Group, LLC · Certified Financial Planner
- Leo A. Labourdette Jr.Martin & Associates Investment Advisory Services LLC · Certified Financial Planner
- Kenneth P. McDanielEdward Jones · Certified Financial Planner
- Paul C. MorganRaymond James & Associates, Inc. · Certified Financial Planner
- Brandon M. MyersInvesco Advisers, Inc. · Certified Financial Planner
- Jordan R. SpinosaSpinosa Wealth Management Group · Certified Financial Planner
- Lawrence R. SpinosaSpinosa Wealth Management Group · Certified Financial Planner, Chartered Financial Consultant
- Edward T. SuffernProspera Financial Services, Inc. · Certified Financial Planner
- Hannah TuftsProspera Financial Services, Inc. · Certified Financial Planner
- Courtney G. ValentineKropog Financial Group, LLC · Certified Financial Planner
Firms with the most CFP professionals in Mandeville
Edward Jones 3Kropog Financial Group, LLC 3Cetera Investment Advisers LLC 2J.P. Morgan Securities LLC 2Prospera Financial Services, Inc. 2Spinosa Wealth Management Group 2Ameriprise Financial Services, LLC 1Invesco Advisers, Inc. 1Martin & Associates Investment Advisory Services LLC 1Principal Securities, Inc. 1Raymond James & Associates, Inc. 1
CFP advisors in other Louisiana cities
All of Louisiana →New Orleans 105Baton Rouge 76Metairie 59Lafayette 34Shreveport 29Lake 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 Mandeville, LA?
19 SEC-registered investment adviser representatives at firm offices in Mandeville, Louisiana list the CFP designation; Edward Jones employs the most of them (3).
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 Mandeville?
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.