Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Shreveport, LA
Every SEC-registered financial advisor at a firm office in Shreveport who lists the Certified Financial Planner designation, A to Z.
The short answer
30 CFP professionals work in Shreveport; the most are at Ameriprise Financial Services, LLC (5). 25 are also registered broker representatives.
CFP advisors in Shreveport, A to Z
Every advisor in Shreveport →- Robert G. Cockrell Jr.Raymond James & Associates, Inc. · Certified Financial Planner
- Chase R. CrumpRfg Advisory, LLC · Certified Financial Planner
- Steven C. DardenNewedge Advisors · Certified Financial Planner
- Diana M. DecharlesPinnacle Asset Management Group, Corporation (Inc.) · Certified Financial Planner
- Ryan C. EdwardsIntrua Financial · Certified Financial Planner
- Christopher M. EldredgeHmv Wealth Advisors, LLC · Certified Financial Planner, Personal Financial Specialist
- Megan G. Feulner-HauserAmeriprise Financial Services, LLC · Certified Financial Planner
- Elizabeth L. HamakerEdward Jones · Certified Financial Planner
- Christopher L. Harbuck Jr.Osaic Wealth, Inc. · Certified Financial Planner
- Izaac L. KingRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Karen D. Lemmons-SilvaLPL Financial LLC · Certified Financial Planner
- Tandy G. Lewis Jr.Raymond James & Associates, Inc. · Certified Financial Planner
- Charlton H. Lyons IVAmeriprise Financial Services, LLC · Certified Financial Planner
- Jeffrey E. LyonsLyons Capital Group · Certified Financial Planner
- Robert S. MatteiR.S. Mattei & Company, Inc. · Certified Financial Planner
- John A. MitchellNewedge Advisors · Certified Financial Planner
- Kevin L. MurphyAmeriprise Financial Services, LLC · Certified Financial Planner
- Jonathan D. NidaEdelman Financial Engines · Certified Financial Planner
- Denis PoljakSteward Partners Investment Advisory, LLC · Certified Financial Planner
- Mindell RodriguezEdward Jones · Certified Financial Planner
- Jimmy R. ScruggsBenjamin F. Edwards & Company, Inc. · Certified Financial Planner
- Jonathan SimontonMorgan Stanley · Certified Financial Planner
- Lora C. SlackEdward Jones · Certified Financial Planner
- Jared A. StevensonEdward Jones · Certified Financial Planner
- Jonathan E. TerryLyons Capital Group · Certified Financial Planner
- Elton S. Thomas IIIValic Financial Advisors, Inc. · Certified Financial Planner
- Jeffrey R. ThompsonAmeriprise Financial Services, LLC · Certified Financial Planner
- Wendell T. WhetstoneAmeriprise Financial Services, LLC · Certified Financial Planner
- John M. WilburnMomentum Independent Network Inc. · Certified Financial Planner
- Thomas J. WilliamsRfg Advisory, LLC · Certified Financial Planner
Firms with the most CFP professionals in Shreveport
Ameriprise Financial Services, LLC 5Edward Jones 4Lyons Capital Group 2Newedge Advisors 2Raymond James & Associates, Inc. 2Rfg Advisory, LLC 2Benjamin F. Edwards & Company, Inc. 1Edelman Financial Engines 1Hmv Wealth Advisors, LLC 1Intrua Financial 1LPL Financial LLC 1Momentum Independent Network Inc. 1Morgan Stanley 1Osaic Wealth, Inc. 1Pinnacle Asset Management Group, Corporation (Inc.) 1
CFP advisors in other Louisiana cities
All of Louisiana →New Orleans 105Baton Rouge 76Metairie 59Lafayette 34Mandeville 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 Shreveport, LA?
30 SEC-registered investment adviser representatives at firm offices in Shreveport, Louisiana list the CFP designation; Ameriprise Financial Services, LLC employs the most of them (5).
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 Shreveport?
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.