Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Starkville, MS
Every SEC-registered financial advisor at a firm office in Starkville who lists the Certified Financial Planner designation, A to Z.
7 CFP professionals work in Starkville; the most are at Ameriprise Financial Services, LLC (2). 5 are also registered broker representatives.
CFP advisors in Starkville, A to Z
Every advisor in Starkville →- Lauren C. BlackPhillips Wealth Planners LLC · Certified Financial Planner
- Matthew G. BowenEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Robert M. Crosland IIICommonwealth Financial Network · Certified Financial Planner
- Brian S. LesleyLPL Financial LLC · Certified Financial Planner
- Curtis E. McNealAmeriprise Financial Services, LLC · Certified Financial Planner
- Lynn M. Phillips-GainesPhillips Wealth Planners LLC · Certified Financial Planner
- Carrie-Beth M. RandallAmeriprise Financial Services, LLC · Certified Financial Planner
Firms with the most CFP professionals in Starkville
Ameriprise Financial Services, LLC 2Phillips Wealth Planners LLC 2Commonwealth Financial Network 1Edward Jones 1LPL Financial LLC 1
CFP advisors in other Mississippi cities
All of Mississippi →Ridgeland 36Hattiesburg 14Jackson 12Madison 10Gulfport 8Tupelo 8Clinton 4Oxford 4Corinth 3Greenville 3Ocean Springs 3
Questions
How many CFP financial advisors are in Starkville, MS?
7 SEC-registered investment adviser representatives at firm offices in Starkville, Mississippi list the CFP designation; Ameriprise Financial Services, 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 Starkville?
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.