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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Ruston, LA

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

3 CFP professionals work in Ruston; the most are at Argent Advisors, Inc. (2). 1 are also registered broker representatives.

CFP advisors in Ruston, A to Z

Every advisor in Ruston →
  • Byron R. MooreArgent Advisors, Inc. · Certified Financial Planner
  • Matthew MooreArgent Advisors, Inc. · Certified Financial Planner
  • William E. SmithRaymond James & Associates, Inc. · Certified Financial Planner, Chartered Financial Consultant

Firms with the most CFP professionals in Ruston

Argent Advisors, Inc. 2Raymond James & Associates, Inc. 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 3New Iberia 3

Questions

How many CFP financial advisors are in Ruston, LA?

3 SEC-registered investment adviser representatives at firm offices in Ruston, Louisiana list the CFP designation; Argent Advisors, Inc. 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 Ruston?

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.