Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Gardnerville, NV
Every SEC-registered financial advisor at a firm office in Gardnerville who lists the Certified Financial Planner designation, A to Z.
1 CFP advisor work in Gardnerville; the most are at Capital Trust Advisors (1). 0 are also registered broker representatives.
CFP advisors in Gardnerville, A to Z
Every advisor in Gardnerville →- James J. LambertCapital Trust Advisors · Certified Financial Planner
Firms with the most CFP professionals in Gardnerville
CFP advisors in other Nevada cities
All of Nevada →Las Vegas 126Reno 82Henderson 33Incline Village 10Minden 7Sparks 6Zephyr Cove 5Carson City 3Dayton 3
Questions
How many CFP financial advisors are in Gardnerville, NV?
1 SEC-registered investment adviser representatives at firm offices in Gardnerville, Nevada list the CFP designation; Capital Trust Advisors 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 Gardnerville?
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.