Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Prairieville, LA
Every SEC-registered financial advisor at a firm office in Prairieville who lists the Certified Financial Planner designation, A to Z.
The short answer
6 CFP professionals work in Prairieville; the most are at Edward Jones (2). 3 are also registered broker representatives.
CFP advisors in Prairieville, A to Z
Every advisor in Prairieville →- Michael A. BonfantiBonfanti Investment Services, LLC · Certified Financial Planner
- Donald D. BrooksEdward Jones · Certified Financial Planner
- David CommanderEdward Jones · Certified Financial Planner
- Fred A. Palmer IIIPalmer Wealth Management LLC · Certified Financial Planner, Personal Financial Specialist
- Nicole A. PalmerPalmer Wealth Management LLC · Certified Financial Planner
- Luke A. TrosclairAmeritas Advisory Services, LLC · Certified Financial Planner
Firms with the most CFP professionals in Prairieville
Edward Jones 2Palmer Wealth Management LLC 2Ameritas Advisory Services, LLC 1Bonfanti Investment Services, LLC 1
CFP advisors in other Louisiana cities
All of Louisiana →New Orleans 107Baton Rouge 81Metairie 56Lafayette 34Shreveport 30Mandeville 19Covington 12Lake Charles 12Houma 10Alexandria 6Monroe 6Slidell 5Hammond 4Ruston 4Sulphur 4Thibodaux 4Belle Chasse 3Gretna 3New Iberia 3
Questions
How many CFP financial advisors are in Prairieville, LA?
6 SEC-registered investment adviser representatives at firm offices in Prairieville, 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 Prairieville?
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.