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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Dayton, NV

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

3 CFP professionals work in Dayton; the most are at Edward Jones (1). 2 are also registered broker representatives.

CFP advisors in Dayton, A to Z

Every advisor in Dayton →
  • Gregory E. CrawfordSierra Nevada Wealth Management, LLC · Certified Financial Planner
  • Ian MurdockEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • David M. SmithOneamerica Securities, Inc. · Certified Financial Planner

Firms with the most CFP professionals in Dayton

Edward Jones 1Oneamerica Securities, Inc. 1Sierra Nevada Wealth Management, LLC 1

CFP advisors in other Nevada cities

All of Nevada →

Las Vegas 126Reno 82Henderson 33Incline Village 10Minden 7Sparks 6Zephyr Cove 5Carson City 3

Questions

How many CFP financial advisors are in Dayton, NV?

3 SEC-registered investment adviser representatives at firm offices in Dayton, Nevada list the CFP designation; Edward Jones 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 Dayton?

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.