Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Metarie, LA
Every SEC-registered financial advisor at a firm office in Metarie who lists the Certified Financial Planner designation, A to Z.
The short answer
3 CFP professionals work in Metarie; the most are at Independent Advisor Alliance, LLC (2). 2 are also registered broker representatives.
CFP advisors in Metarie, A to Z
Every advisor in Metarie →- John B. BordenIndependent Advisor Alliance, LLC · Certified Financial Planner
- Miriam M. FavorIndependent Advisor Alliance, LLC · Certified Financial Planner
- Matthew M. Tucker-VarasNewedge Advisors · Certified Financial Planner
Firms with the most CFP professionals in Metarie
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 3Minden 3New Iberia 3Ruston 3
Questions
How many CFP financial advisors are in Metarie, LA?
3 SEC-registered investment adviser representatives at firm offices in Metarie, Louisiana list the CFP designation; Independent Advisor Alliance, 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 Metarie?
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.