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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Madison, MS

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

10 CFP professionals work in Madison; the most are at LPL Financial LLC (2). 6 are also registered broker representatives.

CFP advisors in Madison, A to Z

Every advisor in Madison →
  • Mary B. BryanLPL Financial LLC · Certified Financial Planner
  • Richard K. Cooper IIIOsaic Wealth, Inc. · Certified Financial Planner
  • Lea A. Garrott Jr.Osaic Wealth, Inc. · Certified Financial Planner
  • William J. HenryLPL Financial LLC · Certified Financial Planner
  • Laura E. HerringtonSound Financial Strategies Group, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Joel R. Holden Jr.Sound Financial Strategies Group, LLC · Certified Financial Planner
  • Amber K. RogersRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Samuel A. StevensCreative Planning · Certified Financial Planner
  • Ward W. VanskiverRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Travis B. WoodsCollaborative Advice · Certified Financial Planner, Chartered Financial Analyst

Firms with the most CFP professionals in Madison

LPL Financial LLC 2Osaic Wealth, Inc. 2Raymond James Financial Services Advisors, Inc. 2Sound Financial Strategies Group, LLC 2Collaborative Advice 1Creative Planning 1

CFP advisors in other Mississippi cities

All of Mississippi →

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

Questions

How many CFP financial advisors are in Madison, MS?

10 SEC-registered investment adviser representatives at firm offices in Madison, Mississippi list the CFP designation; LPL Financial LLC 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 Madison?

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.