Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in St. Clair Shores, MI
Every SEC-registered financial advisor at a firm office in St. Clair Shores who lists the Certified Financial Planner designation, A to Z.
3 CFP professionals work in St. Clair Shores; the most are at LPL Financial LLC (1). 2 are also registered broker representatives.
CFP advisors in St. Clair Shores, A to Z
Every advisor in St. Clair Shores →- John K. BromanPrivate Advisor Group, LLC · Certified Financial Planner
- Paul M. BuktaLPL Financial LLC · Certified Financial Planner
- Thomas C. JonesThomas Jones Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in St. Clair Shores
LPL Financial LLC 1Private Advisor Group, LLC 1Thomas Jones Financial LLC 1
CFP advisors in other Michigan cities
All of Michigan →Grand Rapids 143Troy 118Ann Arbor 110Southfield 96Bloomfield Hills 62Portage 53Birmingham 48Farmington Hills 47Kalamazoo 41Holland 36Auburn Hills 35Traverse City 35Novi 34Plymouth 28Brighton 27Livonia 25Rochester 23Grand Blanc 22Lansing 22Saginaw 22East Lansing 19Midland 18Northville 18Marquette 17
Questions
How many CFP financial advisors are in St. Clair Shores, MI?
3 SEC-registered investment adviser representatives at firm offices in St. Clair Shores, Michigan list the CFP designation; LPL Financial LLC employs the most of them (1).
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 St. Clair Shores?
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.