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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Clovis, NM

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

The short answer

1 CFP advisor work in Clovis; the most are at Edward Jones (1). 1 are also registered broker representatives.

CFP advisors in Clovis, A to Z

Every advisor in Clovis →
  • Tyler LucasEdward Jones · Certified Financial Planner, Chartered Financial Consultant

Firms with the most CFP professionals in Clovis

Edward Jones 1

CFP advisors in other New Mexico cities

All of New Mexico →

Albuquerque 62Santa Fe 17Las Cruces 10Farmington 4Carlsbad 3

Questions

How many CFP financial advisors are in Clovis, NM?

1 SEC-registered investment adviser representatives at firm offices in Clovis, New Mexico list the CFP designation; Edward Jones 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 Clovis?

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.