Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Clinton, MS
Every SEC-registered financial advisor at a firm office in Clinton who lists the Certified Financial Planner designation, A to Z.
4 CFP professionals work in Clinton; the most are at Mascagni Wealth Management, Inc. (2). 1 are also registered broker representatives.
CFP advisors in Clinton, A to Z
Every advisor in Clinton →- Matthew P. BrownMascagni Wealth Management, Inc. · Certified Financial Planner
- Julius R. MascagniMascagni Wealth Management, Inc. · Certified Financial Planner
- Justin MorrisEdward Jones · Certified Financial Planner
- Ronald C. MortonBrick Street Financial · Certified Financial Planner
Firms with the most CFP professionals in Clinton
Mascagni Wealth Management, Inc. 2Brick Street Financial 1Edward Jones 1
CFP advisors in other Mississippi cities
All of Mississippi →Ridgeland 36Hattiesburg 14Jackson 12Madison 10Gulfport 8Tupelo 8Starkville 7Oxford 4Corinth 3Greenville 3Ocean Springs 3
Questions
How many CFP financial advisors are in Clinton, MS?
4 SEC-registered investment adviser representatives at firm offices in Clinton, Mississippi list the CFP designation; Mascagni Wealth Management, 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 Clinton?
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.