Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Farmington, NM
Every SEC-registered financial advisor at a firm office in Farmington who lists the Certified Financial Planner designation, A to Z.
The short answer
3 CFP professionals work in Farmington; the most are at Edward Jones (1). 3 are also registered broker representatives.
CFP advisors in Farmington, A to Z
Every advisor in Farmington →- Kathleen E. HoganEdward Jones · Certified Financial Planner
- Rhonda L. LedfordWells Fargo Clearing Services, LLC · Certified Financial Planner
- Cole J. StonemanOsaic Wealth, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Farmington
Edward Jones 1Osaic Wealth, Inc. 1Wells Fargo Clearing Services, LLC 1
CFP advisors in other New Mexico cities
All of New Mexico →Questions
How many CFP financial advisors are in Farmington, NM?
3 SEC-registered investment adviser representatives at firm offices in Farmington, 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 Farmington?
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.