Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Washington, MO
Every SEC-registered financial advisor at a firm office in Washington who lists the Certified Financial Planner designation, A to Z.
6 CFP professionals work in Washington; the most are at Edward Jones (2). 6 are also registered broker representatives.
CFP advisors in Washington, A to Z
Every advisor in Washington →- Andrew T. ClaryEdward Jones · Certified Financial Planner
- Kevin J. LangLang & Becker, Inc. · Certified Financial Planner
- Joseph M. LoewensteinCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Donald E. ParkLPL Financial LLC · Certified Financial Planner
- Ryan J. TinkerRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Kama L. UnnerstallEdward Jones · Certified Financial Planner
Firms with the most CFP professionals in Washington
Edward Jones 2Cambridge Investment Research Advisors, Inc. 1LPL Financial LLC 1Lang & Becker, Inc. 1Raymond James Financial Services Advisors, Inc. 1
CFP advisors in other Missouri cities
All of Missouri →St. Louis 606Chesterfield 120St Louis 92Kansas City 89Clayton 81Saint Louis 80Springfield 55Columbia 30Jefferson City 21Creve Coeur 20Frontenac 15Kirkwood 15Ofallon 15Des Peres 13Lee's Summit 13Independence 12North Kansas City 12Lees Summit 11Liberty 10St Charles 10Maryland Heights 9O'Fallon 9St Peters 9Saint Charles 8
Questions
How many CFP financial advisors are in Washington, MO?
6 SEC-registered investment adviser representatives at firm offices in Washington, Missouri list the CFP designation; Edward Jones 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 Washington?
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.