Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in New Orleans, LA
Every SEC-registered financial advisor at a firm office in New Orleans who lists the Certified Financial Planner designation, A to Z.
The short answer
107 CFP professionals work in New Orleans; the most are at Newedge Advisors (50). 63 are also registered broker representatives.
CFP advisors in New Orleans, A to Z
Every advisor in New Orleans →- Pierce AdamsOsaic Wealth, Inc. · Certified Financial Planner
- Paul C. AllenNewedge Advisors · Certified Financial Planner
- Xavier J. AngelOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Leonardo F. BarrosRaymond James & Associates, Inc. · Certified Financial Planner
- Jeffery S. BerensonNewedge Advisors · Certified Financial Planner
- Brandon BergeronCetera Investment Advisers LLC · Certified Financial Planner
- Kenneth J. BertucciLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Gary J. BirdsallTrue Financial, LLC · Certified Financial Planner
- Kirk M. BlaiseCreole Wealth Solutions, LLC · Certified Financial Planner
- Perry D. BohlNewedge Advisors · Certified Financial Planner
- Mitchell R. BordelonDumaine Investments LLC · Certified Financial Planner
- James P. BraunNewedge Advisors · Certified Financial Planner
- Devin C. BrieskeStokes Family Office LLC · Certified Financial Planner
- Robert K. BrittonNewedge Advisors · Certified Financial Planner, Chartered Financial Analyst
- Alan L. BrockhausRitholtz Wealth Management · Certified Financial Planner, Chartered Financial Consultant
- Brian P. BroussardLPL Financial LLC · Certified Financial Planner
- Matthew C. BrownNewedge Advisors · Certified Financial Planner
- Garrett S. BurnsNewedge Advisors · Certified Financial Planner
- Kyatt ByrdNewedge Advisors · Certified Financial Planner
- Bradley H. CantrillNewedge Advisors · Certified Financial Planner
- Colin S. CaseyNewedge Advisors · Certified Financial Planner
- Amit ChopraNewedge Advisors · Certified Financial Planner
- Bradford C. ClinardNewedge Advisors · Certified Financial Planner
- Matthew A. CookNewedge Advisors · Certified Financial Planner
- Scott M. DanekNewedge Advisors · Certified Financial Planner
- Keith L. DeaneDeane Retirement Strategies, Inc. · Certified Financial Planner
- Margaret B. DuquesnayRitholtz Wealth Management · Certified Financial Planner
- Lee R. EaganWaters, Parkerson & Co., LLC · Certified Financial Planner
- Anthony T. EatonCetera Investment Advisers LLC · Certified Financial Planner
- Megan Evans FontenotNewedge Advisors · Certified Financial Planner
- Clifford F. FavrotDumaine Investments LLC · Certified Financial Planner, Chartered Financial Analyst
- Kimberly A. FinkNewedge Advisors · Certified Financial Planner
- John G. Finney IVEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Brad F. FortierLPL Financial LLC · Certified Financial Planner
- Statton K. FrankMorgan Stanley · Certified Financial Planner
- Erik P. GarciaOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- John H. GiffordNewedge Advisors · Certified Financial Planner, Chartered Financial Consultant
- Amanda B. GlanzNewedge Advisors · Certified Financial Planner
- Michael J. GlazerCetera Investment Advisers LLC · Certified Financial Planner
- Gerald T. GossNewedge Advisors · Certified Financial Planner
- Dustin R. GrangerNewedge Advisors · Certified Financial Planner
- Megan E. GreenNewedge Advisors · Certified Financial Planner
- Christopher P. GrellasNewedge Advisors · Certified Financial Planner
- George D. GriswoldCaptrust · Certified Financial Planner
- Thomas M. GundersonNewedge Advisors · Certified Financial Planner
- Alexander B. HarcusMontz Harcus Wealth Management · Certified Financial Planner
- Colin D. HatchardOsaic Wealth, Inc. · Certified Financial Planner
- Jeremy T. HeadCaptrust · Certified Financial Planner
- Mark H. HellerRBC Capital Markets, LLC · Certified Financial Planner
- Melissa L. HerbertNewedge Advisors · Certified Financial Planner
- Steven J. HubbellHubbell Strickland Wealth Management, LLC · Certified Financial Planner
- Todd S. HubbellHubbell Strickland Wealth Management, LLC · Certified Financial Planner
- Robert K. IncapreraAmeriprise Financial Services, LLC · Certified Financial Planner
- Russell C. Jacobs IIINewedge Advisors · Certified Financial Planner, Chartered Financial Consultant
- Benjamin L. JohnsonCwm, LLC · Certified Financial Planner
- Douglas F. KarrTlg Advisors, Inc. · Certified Financial Planner
- Clayton KeyesNewedge Advisors · Certified Financial Planner
- David C. KingCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- William J. Kinmonth Jr.Newedge Advisors · Certified Financial Planner, Chartered Financial Consultant
- Michael W. KreimerNewedge Advisors · Certified Financial Planner
- William F. Laird Jr.Newedge Advisors · Certified Financial Planner, Chartered Financial Analyst
- Lauren D. LamulleAmeriprise Financial Services, LLC · Certified Financial Planner
- Stephen J. LandersmanNewedge Advisors · Certified Financial Planner
- Kevin G. MackeyMorgan Stanley · Certified Financial Planner
- Abduhl K. MashhoonNewedge Advisors · Certified Financial Planner
- David J. MazzettiNewedge Advisors · Certified Financial Planner
- Jared M. McGaheeNewedge Advisors · Certified Financial Planner
- Patrick T. McKayStokes Family Office LLC · Certified Financial Planner
- Michael J. MechlerCetera Investment Advisers LLC · Certified Financial Planner
- John MennitiNewedge Advisors · Certified Financial Planner
- Ryan MetzNewedge Advisors · Certified Financial Planner
- Christine C. MontzMontz Harcus Wealth Management · Certified Financial Planner
- Katie J. MossNewedge Advisors · Certified Financial Planner
- Gabriel M. NehrbassEdward Jones · Certified Financial Planner
- Holly NicholsMorgan Stanley · Certified Financial Planner
- William J. NunnNinety West Global Wealth · Certified Financial Planner
- Joseph M. O'SullivanBeam Wealth Advisors, Inc. · Certified Financial Planner
- James S. OsbornPlum Street Advisors, LLC · Certified Financial Planner
- Brian C. ParkNewedge Advisors · Certified Financial Planner, Chartered Financial Consultant
- Chitra J. PatelNewedge Advisors · Certified Financial Planner
- Lewis A. PostNewedge Advisors · Certified Financial Planner
- Roland J. Prestenback IIINewedge Advisors · Certified Financial Planner
- Rudolph P. RamelliJ.P. Morgan Securities LLC · Certified Financial Planner
- Daniel J. RisoNewedge Advisors · Certified Financial Planner
- Michael G. RivasBienvenue Wealth LLC · Certified Financial Planner
- Rebecca G. RubinoNewedge Advisors · Certified Financial Planner
- Lisa A. ScheweAmeriprise Financial Services, LLC · Certified Financial Planner
- Jonathan D. SpoolstraNewedge Advisors · Certified Financial Planner
- Sara A. SrokaBienvenue Wealth LLC · Certified Financial Planner
- Joseph P. StephensProspera Financial Services, Inc. · Certified Financial Planner
- Diana D. StieffelRBC Capital Markets, LLC · Certified Financial Planner
- David C. StokesStokes Family Office LLC · Certified Financial Planner
- Gregory J. StokesStokes Family Office LLC · Certified Financial Planner
- Jeffrey S. Stone Jr.Newedge Advisors · Certified Financial Planner
- Carson W. StricklandHubbell Strickland Wealth Management, LLC · Certified Financial Planner
- Harry C. Stumpf Jr.LPL Financial LLC · Certified Financial Planner
- Terry L. SullivanNewedge Advisors · Certified Financial Planner, Chartered Financial Consultant
- Bernard A. TessitoreEquitable Advisors, LLC · Certified Financial Planner
- Charles M. Tiblier IIStokes Family Office LLC · Certified Financial Planner
- Hannah R. TuckerStokes Family Office LLC · Certified Financial Planner
- Matthew M. Tucker-VarasNewedge Advisors · Certified Financial Planner
- Michael A. TuriUpbeat Wealth · Certified Financial Planner
- Mary E. VertnerNewedge Advisors · Certified Financial Planner
- Cheyenne G. WalkerNewedge Advisors · Certified Financial Planner
- Stuart T. WinfreeNewedge Advisors · Certified Financial Planner
- Craig S. WrotenNewedge Advisors · Certified Financial Planner
- Luis C. ZervigonCaptrust · Certified Financial Planner
Firms with the most CFP professionals in New Orleans
Newedge Advisors 50Stokes Family Office LLC 6Cetera Investment Advisers LLC 4LPL Financial LLC 4Osaic Wealth, Inc. 4Ameriprise Financial Services, LLC 3Captrust 3Hubbell Strickland Wealth Management, LLC 3Morgan Stanley 3Bienvenue Wealth LLC 2Dumaine Investments LLC 2Edward Jones 2Montz Harcus Wealth Management 2RBC Capital Markets, LLC 2Ritholtz Wealth Management 2
CFP advisors in other Louisiana cities
All of Louisiana →Baton 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 New Orleans, LA?
107 SEC-registered investment adviser representatives at firm offices in New Orleans, Louisiana list the CFP designation; Newedge Advisors employs the most of them (50).
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 Orleans?
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.