Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Ridgeland, MS
Every SEC-registered financial advisor at a firm office in Ridgeland who lists the Certified Financial Planner designation, A to Z.
36 CFP professionals work in Ridgeland; the most are at Balefire, LLC (3). 17 are also registered broker representatives.
CFP advisors in Ridgeland, A to Z
Every advisor in Ridgeland →- Kelly L. AdamsEasley Investment Consultants, Inc. · Certified Financial Planner
- Sally S. AvalonRaymond James & Associates, Inc. · Certified Financial Planner
- Tiffany S. BerglandBergland Wealth Management, Inc. · Certified Financial Planner
- Jason D. Brown Jr.Renaissance Advisors · Certified Financial Planner
- Jeanne C. BurnsCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Edward L. CarlisleWaverly Advisors, LLC · Certified Financial Planner
- Michael P. DennyGrantham Poole Advisors, LLC · Certified Financial Planner
- Carl R. Easley Jr.Easley Investment Consultants, Inc. · Certified Financial Planner
- Lauren B. EiknerSmith Shellnut Wilson · Certified Financial Planner
- Arthur FinkelbergRaymond James & Associates, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Ryan GrasselValic Financial Advisors, Inc. · Certified Financial Planner
- John S. HarveyCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- John F. HillKestra Advisory Services, LLC · Certified Financial Planner
- Stephanie M. KellyRenaissance Advisors · Certified Financial Planner
- William A. Kientz IIIBalefire, LLC · Certified Financial Planner, Chartered Financial Consultant
- Richard K. LawrenceWells Fargo Clearing Services, LLC · Certified Financial Planner, Chartered Financial Analyst
- Jordan C. MaruszakBalefire, LLC · Certified Financial Planner
- Steven C. MasseyKestra Advisory Services, LLC · Certified Financial Planner
- Douglas M. McDaniel Sr.Waverly Advisors, LLC · Certified Financial Planner
- Margaret P. McLartyWells Fargo Clearing Services, LLC · Certified Financial Planner
- Charles B. Mitchell IIIWells Fargo Clearing Services, LLC · Certified Financial Planner
- David S. MorseElement Wealth, LLC · Certified Financial Planner
- Casey D. MyrickEdward Jones · Certified Financial Planner
- Stan P. PurvisFocus Partners Wealth, LLC · Certified Financial Planner
- J. Sessions Roland IIICetera Investment Advisers LLC · Certified Financial Planner
- Richard A. ScarbroughAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Jackson SharpKestra Advisory Services, LLC · Certified Financial Planner
- Marvin C. StockettPark Avenue Securities LLC · Certified Financial Planner
- Robert B. SuttonGuaranty Private Wealth · Certified Financial Planner
- Matthew R. TeelFocus Partners Wealth, LLC · Certified Financial Planner
- Bowen B. ThigpenCwm, LLC · Certified Financial Planner
- Scot A. ThigpenCwm, LLC · Certified Financial Planner
- Christopher A. TiptonBalefire, LLC · Certified Financial Planner, Chartered Financial Consultant
- Reid M. WatsonLegacy Wealth Management, LLC · Certified Financial Planner
- Danny C. WilliamsElement Wealth, LLC · Certified Financial Planner
- Courtney D. WoodMag Cap · Certified Financial Planner
Firms with the most CFP professionals in Ridgeland
Balefire, LLC 3Kestra Advisory Services, LLC 3Wells Fargo Clearing Services, LLC 3Cambridge Investment Research Advisors, Inc. 2Cwm, LLC 2Easley Investment Consultants, Inc. 2Element Wealth, LLC 2Focus Partners Wealth, LLC 2Raymond James & Associates, Inc. 2Renaissance Advisors 2Waverly Advisors, LLC 2Ameriprise Financial Services, LLC 1Bergland Wealth Management, Inc. 1Cetera Investment Advisers LLC 1Edward Jones 1
CFP advisors in other Mississippi cities
All of Mississippi →Hattiesburg 14Jackson 12Madison 10Gulfport 8Tupelo 8Starkville 7Clinton 4Oxford 4Corinth 3Greenville 3Ocean Springs 3
Questions
How many CFP financial advisors are in Ridgeland, MS?
36 SEC-registered investment adviser representatives at firm offices in Ridgeland, Mississippi list the CFP designation; Balefire, LLC employs the most of them (3).
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 Ridgeland?
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.