Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Incline Village, NV
Every SEC-registered financial advisor at a firm office in Incline Village who lists the Certified Financial Planner designation, A to Z.
10 CFP professionals work in Incline Village; the most are at 3rd Creek Investments (1). 6 are also registered broker representatives.
CFP advisors in Incline Village, A to Z
Every advisor in Incline Village →- Erin R. AndersonAtlas Peak Advisors, Inc. · Certified Financial Planner
- Eric W. BickenbachWells Fargo Clearing Services, LLC · Certified Financial Planner
- Ryan R. HyslopProspera Financial Services, Inc. · Certified Financial Planner
- Matthew IaconoMorgan Stanley · Certified Financial Planner
- William L. Litton IICastle Coast Wealth, LLC · Certified Financial Planner
- Damian PalfiniCavalot Capital · Certified Financial Planner
- Lisa A. PetrieWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Deborah L. PurseyWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Gwen L. Straley3rd Creek Investments · Certified Financial Planner
- Cheryl L. YoungRockefeller Capital Management · Certified Financial Planner
Firms with the most CFP professionals in Incline Village
3rd Creek Investments 1Atlas Peak Advisors, Inc. 1Castle Coast Wealth, LLC 1Cavalot Capital 1Morgan Stanley 1Prospera Financial Services, Inc. 1Rockefeller Capital Management 1Wealth Enhancement Advisory Services, LLC 1Wells Fargo Advisors Financial Network, LLC 1Wells Fargo Clearing Services, LLC 1
CFP advisors in other Nevada cities
All of Nevada →Las Vegas 126Reno 82Henderson 33Minden 7Sparks 6Zephyr Cove 5Carson City 3Dayton 3
Questions
How many CFP financial advisors are in Incline Village, NV?
10 SEC-registered investment adviser representatives at firm offices in Incline Village, Nevada list the CFP designation; 3rd Creek Investments 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 Incline Village?
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.