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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Washoe Valley, NV

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

The short answer

1 CFP advisor work in Washoe Valley; the most are at Raymond James Financial Services Advisors, Inc. (1). 1 are also registered broker representatives.

CFP advisors in Washoe Valley, A to Z

Every advisor in Washoe Valley →
  • James C. ArdissonoRaymond James Financial Services Advisors, Inc. · Certified Financial Planner

Firms with the most CFP professionals in Washoe Valley

Raymond James Financial Services Advisors, Inc. 1

CFP advisors in other Nevada cities

All of Nevada →

Las Vegas 127Reno 82Henderson 33Incline Village 10Minden 7Sparks 6Zephyr Cove 5Carson City 3Dayton 3

Questions

How many CFP financial advisors are in Washoe Valley, NV?

1 SEC-registered investment adviser representatives at firm offices in Washoe Valley, Nevada list the CFP designation; Raymond James Financial Services Advisors, Inc. 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 Washoe Valley?

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.