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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Troy, MI

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

118 CFP professionals work in Troy; the most are at LPL Financial LLC (17). 66 are also registered broker representatives.

CFP advisors in Troy, A to Z

Every advisor in Troy →

Firms with the most CFP professionals in Troy

LPL Financial LLC 17Ameriprise Financial Services, LLC 14Isto Advisors, LLC 7Raymond James Financial Services Advisors, Inc. 7William Mack & Associates Inc. 6Cetera Investment Advisers LLC 4Mkd Wealth 4Newedge Advisors 4Strategic Advisers LLC 4Northwestern Mutual Investment Services, LLC 3Sequoia Financial Group, L.L.C. 3Baron Wealth Management, LLC 2Carrera Capital Advisors 2Edelman Financial Engines 2Kestra Advisory Services, LLC 2

CFP advisors in other Michigan cities

All of Michigan →

Grand Rapids 143Ann 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 17Ada 15

Questions

How many CFP financial advisors are in Troy, MI?

118 SEC-registered investment adviser representatives at firm offices in Troy, Michigan list the CFP designation; LPL Financial LLC employs the most of them (17).

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 Troy?

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.