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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Ruidoso, NM

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

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

CFP advisors in Ruidoso, A to Z

Every advisor in Ruidoso →
  • Eric EgglestonEdward Jones · Certified Financial Planner, Chartered Financial Consultant

Firms with the most CFP professionals in Ruidoso

Edward Jones 1

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 Ruidoso, NM?

1 SEC-registered investment adviser representatives at firm offices in Ruidoso, 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 Ruidoso?

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.