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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Tupelo, MS

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

8 CFP professionals work in Tupelo; the most are at Ameriprise Financial Services, LLC (1). 6 are also registered broker representatives.

CFP advisors in Tupelo, A to Z

Every advisor in Tupelo →
  • Robert W. ChesnutAmeriprise Financial Services, LLC · Certified Financial Planner
  • Caley L. ChrismondEdward Jones · Certified Financial Planner
  • Anthony G. GainesRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Jake M. HeyerPark Place Capital Corporation · Certified Financial Planner
  • Paul B. Hill Jr.MML Investors Services, LLC · Certified Financial Planner
  • Richard L. HillHardy Reed, LLC · Certified Financial Planner
  • John M. HollidayStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
  • Alan J. LandrumCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most CFP professionals in Tupelo

Ameriprise Financial Services, LLC 1Cetera Investment Advisers LLC 1Edward Jones 1Hardy Reed, LLC 1MML Investors Services, LLC 1Park Place Capital Corporation 1Raymond James Financial Services Advisors, Inc. 1Stifel, Nicolaus & Company, Incorporated 1

CFP advisors in other Mississippi cities

All of Mississippi →

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

Questions

How many CFP financial advisors are in Tupelo, MS?

8 SEC-registered investment adviser representatives at firm offices in Tupelo, Mississippi list the CFP designation; Ameriprise Financial Services, LLC employs the most of them (1).

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 Tupelo?

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.