Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in North Las Vegas, NV
Every SEC-registered financial advisor at a firm office in North Las Vegas who lists the Certified Financial Planner designation, A to Z.
The short answer
1 CFP advisor work in North Las Vegas; the most are at Physician Wealth Solutions (1). 0 are also registered broker representatives.
CFP advisors in North Las Vegas, A to Z
Every advisor in North Las Vegas →- Setu S. MazumdarPhysician Wealth Solutions · Certified Financial Planner
Firms with the most CFP professionals in North Las Vegas
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 North Las Vegas, NV?
1 SEC-registered investment adviser representatives at firm offices in North Las Vegas, Nevada list the CFP designation; Physician Wealth Solutions 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 North Las Vegas?
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.