Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Las Cruces, NM
Every SEC-registered financial advisor at a firm office in Las Cruces who lists the Certified Financial Planner designation, A to Z.
10 CFP professionals work in Las Cruces; the most are at Edward Jones (4). 8 are also registered broker representatives.
CFP advisors in Las Cruces, A to Z
Every advisor in Las Cruces →- Lori D. AllenEdward Jones · Certified Financial Planner
- Brandan J. BagwellEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Clayton BerrymanEdward Jones · Certified Financial Planner
- Ronald W. CavillMarshall Investment Management, LLC · Certified Financial Planner
- Christopher L. DulanyEdward Jones · Certified Financial Planner
- Taylor GobbleStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Patrick M. GroomsWestwind Capital · Certified Financial Planner, Chartered Financial Analyst
- Scott M. LieberwirthWestwind Capital · Certified Financial Planner
- Frank D. SzalayRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Charles J. WagnerCambridge Investment Research Advisors, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Las Cruces
Edward Jones 4Westwind Capital 2Cambridge Investment Research Advisors, Inc. 1Marshall Investment Management, LLC 1Raymond James Financial Services Advisors, Inc. 1Stifel, Nicolaus & Company, Incorporated 1
CFP advisors in other New Mexico cities
All of New Mexico →Questions
How many CFP financial advisors are in Las Cruces, NM?
10 SEC-registered investment adviser representatives at firm offices in Las Cruces, New Mexico list the CFP designation; Edward Jones employs the most of them (4).
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 Las Cruces?
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.