Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Metaire, LA
Every SEC-registered financial advisor at a firm office in Metaire who lists the Certified Financial Planner designation, A to Z.
The short answer
1 CFP advisor work in Metaire; the most are at LPL Financial LLC (1). 1 are also registered broker representatives.
CFP advisors in Metaire, A to Z
Every advisor in Metaire →- Norman D. BrownLPL Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in Metaire
CFP advisors in other Louisiana cities
All of Louisiana →New Orleans 107Baton Rouge 81Metairie 56Lafayette 34Shreveport 30Mandeville 19Covington 12Lake Charles 12Houma 10Alexandria 6Monroe 6Prairieville 6Slidell 5Hammond 4Ruston 4Sulphur 4Thibodaux 4Belle Chasse 3Gretna 3New Iberia 3
Questions
How many CFP financial advisors are in Metaire, LA?
1 SEC-registered investment adviser representatives at firm offices in Metaire, Louisiana list the CFP designation; LPL Financial LLC employs the most of them (1).
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 Metaire?
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.