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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Marksville, LA

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

2 CFP professionals work in Marksville; the most are at Cetera Investment Advisers LLC (2). 2 are also registered broker representatives.

CFP advisors in Marksville, A to Z

Every advisor in Marksville →
  • Chrystal R. AdamsCetera Investment Advisers LLC · Certified Financial Planner
  • Albert R. LegerCetera Investment Advisers LLC · Certified Financial Planner, Personal Financial Specialist

Firms with the most CFP professionals in Marksville

Cetera Investment Advisers LLC 2

CFP advisors in other Louisiana cities

All of Louisiana →

New Orleans 105Baton Rouge 76Metairie 59Lafayette 34Shreveport 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 Marksville, LA?

2 SEC-registered investment adviser representatives at firm offices in Marksville, Louisiana list the CFP designation; Cetera Investment Advisers LLC 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 Marksville?

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.