Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Monroe, LA
Every SEC-registered financial advisor at a firm office in Monroe who lists the Certified Financial Planner designation, A to Z.
6 CFP professionals work in Monroe; the most are at Argent Advisors, Inc. (1). 5 are also registered broker representatives.
CFP advisors in Monroe, A to Z
Every advisor in Monroe →- Angela D. BensonEdward Jones · Certified Financial Planner
- Trey D. CurtisArgent Advisors, Inc. · Certified Financial Planner
- Eilesia K. DixonInternational Assets Investment Management, LLC · Certified Financial Planner
- Mark S. McNeelyLPL Financial LLC · Certified Financial Planner
- Michael E. RyanWells Fargo Clearing Services, LLC · Certified Financial Planner
- Nicholas C. TrappeyThirtynorth Investments, LLC · Certified Financial Planner
Firms with the most CFP professionals in Monroe
Argent Advisors, Inc. 1Edward Jones 1International Assets Investment Management, LLC 1LPL Financial LLC 1Thirtynorth Investments, LLC 1Wells Fargo Clearing Services, LLC 1
CFP advisors in other Louisiana cities
All of Louisiana →New Orleans 105Baton Rouge 76Metairie 59Lafayette 34Shreveport 29Mandeville 19Lake Charles 16Covington 12Houma 10Slidell 7Alexandria 6Prairieville 6Sulphur 4Thibodaux 4Belle Chasse 3Gonzales 3Gretna 3Metarie 3Minden 3New Iberia 3Ruston 3
Questions
How many CFP financial advisors are in Monroe, LA?
6 SEC-registered investment adviser representatives at firm offices in Monroe, Louisiana list the CFP designation; Argent Advisors, Inc. 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 Monroe?
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.