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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in New Iberia, LA

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

3 CFP professionals work in New Iberia; the most are at Edward Jones (2). 3 are also registered broker representatives.

CFP advisors in New Iberia, A to Z

Every advisor in New Iberia →

Firms with the most CFP professionals in New Iberia

Edward Jones 2Cetera Investment Advisers LLC 1Cetera Planning Partners 1

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 3Ruston 3

Questions

How many CFP financial advisors are in New Iberia, LA?

3 SEC-registered investment adviser representatives at firm offices in New Iberia, Louisiana list the CFP designation; Edward Jones 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 New Iberia?

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.