Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Columbia Falls, MT
Every SEC-registered financial advisor at a firm office in Columbia Falls who lists the Certified Financial Planner designation, A to Z.
1 CFP advisor work in Columbia Falls; the most are at Private Advisor Group, LLC (1). 1 are also registered broker representatives.
CFP advisors in Columbia Falls, A to Z
Every advisor in Columbia Falls →- Donald W. FaulPrivate Advisor Group, LLC · Certified Financial Planner
Firms with the most CFP professionals in Columbia Falls
CFP advisors in other Montana cities
All of Montana →Bozeman 49Billings 28Missoula 22Helena 10Kalispell 10Great Falls 8Whitefish 6Bigfork 4Glasgow 3Hamilton 3Lewistown 3Manhattan 3
Questions
How many CFP financial advisors are in Columbia Falls, MT?
1 SEC-registered investment adviser representatives at firm offices in Columbia Falls, Montana list the CFP designation; Private Advisor Group, 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 Columbia Falls?
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.