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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Gulfport, MS

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

8 CFP professionals work in Gulfport; the most are at Stratos Wealth Partners, Ltd. (2). 6 are also registered broker representatives.

CFP advisors in Gulfport, A to Z

Every advisor in Gulfport →

Firms with the most CFP professionals in Gulfport

Stratos Wealth Partners, Ltd. 2Adaptive Wealth, LLC 1Benjamin F. Edwards & Company, Inc. 1Edward Jones 1Inspired Financial Planners 1Raymond James Financial Services Advisors, Inc. 1Stifel, Nicolaus & Company, Incorporated 1

CFP advisors in other Mississippi cities

All of Mississippi →

Ridgeland 36Hattiesburg 14Jackson 12Madison 10Tupelo 8Starkville 7Clinton 4Oxford 4Corinth 3Greenville 3Ocean Springs 3

Questions

How many CFP financial advisors are in Gulfport, MS?

8 SEC-registered investment adviser representatives at firm offices in Gulfport, Mississippi list the CFP designation; Stratos Wealth Partners, Ltd. 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 Gulfport?

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.