Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Rio Rancho, NM
Every SEC-registered financial advisor at a firm office in Rio Rancho who lists the Certified Financial Planner designation, A to Z.
1 CFP advisor work in Rio Rancho; the most are at PNC Wealth Management LLC (1). 1 are also registered broker representatives.
CFP advisors in Rio Rancho, A to Z
Every advisor in Rio Rancho →- Jose A. BetancourtPNC Wealth Management LLC · Certified Financial Planner
Firms with the most CFP professionals in Rio Rancho
CFP advisors in other New Mexico cities
All of New Mexico →Albuquerque 67Santa Fe 17Las Cruces 10Carlsbad 3Farmington 3
Questions
How many CFP financial advisors are in Rio Rancho, NM?
1 SEC-registered investment adviser representatives at firm offices in Rio Rancho, New Mexico list the CFP designation; PNC Wealth Management LLC 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 Rio Rancho?
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.