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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Albuquerque, NM

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

67 CFP professionals work in Albuquerque; the most are at LPL Financial LLC (6). 32 are also registered broker representatives.

CFP advisors in Albuquerque, A to Z

Every advisor in Albuquerque →

Firms with the most CFP professionals in Albuquerque

LPL Financial LLC 6Edward Jones 4Raymond James Financial Services Advisors, Inc. 4Lakeridge Wealth Management LLC 3Ulrich Investment Consultants 3Ameriprise Financial Services, LLC 2Cetera Investment Advisers LLC 2Commonwealth Financial Network 2MML Investors Services, LLC 2Pfg Advisors 2Skg Capital Advisors, LLC 2United Capital Financial Advisors 2Wells Fargo Clearing Services, LLC 2Aan Wealth Advisors LLC 1Allworth Financial, L.P. 1

CFP advisors in other New Mexico cities

All of New Mexico →

Santa Fe 17Las Cruces 10Carlsbad 3Farmington 3

Questions

How many CFP financial advisors are in Albuquerque, NM?

67 SEC-registered investment adviser representatives at firm offices in Albuquerque, New Mexico list the CFP designation; LPL Financial LLC employs the most of them (6).

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 Albuquerque?

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.