Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Zephyr Cove, NV
Every SEC-registered financial advisor at a firm office in Zephyr Cove who lists the Certified Financial Planner designation, A to Z.
5 CFP professionals work in Zephyr Cove; the most are at Alpine Asset Management (1). 2 are also registered broker representatives.
CFP advisors in Zephyr Cove, A to Z
Every advisor in Zephyr Cove →- Hunter N. HarrisAlpine Asset Management · Certified Financial Planner, Chartered Financial Analyst
- Alexander L. HendersonLa Loma Capital · Certified Financial Planner
- Michael S. HolcombWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Gerald D. KlosterboerCetera Investment Advisers LLC · Certified Financial Planner
- Joshua M. St. LaurentWealth In Yourself LLC · Certified Financial Planner
Firms with the most CFP professionals in Zephyr Cove
Alpine Asset Management 1Cetera Investment Advisers LLC 1La Loma Capital 1Wealth In Yourself LLC 1Wells Fargo Advisors Financial Network, LLC 1
CFP advisors in other Nevada cities
All of Nevada →Las Vegas 126Reno 82Henderson 33Incline Village 10Minden 7Sparks 6Carson City 3Dayton 3
Questions
How many CFP financial advisors are in Zephyr Cove, NV?
5 SEC-registered investment adviser representatives at firm offices in Zephyr Cove, Nevada list the CFP designation; Alpine Asset Management 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 Zephyr Cove?
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.