Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Bartlesville, OK
Every SEC-registered financial advisor at a firm office in Bartlesville who lists the Certified Financial Planner designation, A to Z.
12 CFP professionals work in Bartlesville; the most are at LPL Financial LLC (2). 7 are also registered broker representatives.
CFP advisors in Bartlesville, A to Z
Every advisor in Bartlesville →- Aaron S. ArchamboArchambo Financial Advisors, Inc. · Certified Financial Planner
- Tom K. BarclayLPL Financial LLC · Certified Financial Planner
- Amy D. CadyWells Fargo Clearing Services, LLC · Certified Financial Planner
- Kenneth W. GreenFarther · Certified Financial Planner
- Jon A. NettlesRevo Financial, LLC · Certified Financial Planner
- Lucas E. NettlesRevo Financial, LLC · Certified Financial Planner
- Joshua W. RandolphLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Ryan H. ReynoldsThe Wealth Consulting Group · Certified Financial Planner
- Heather E. RobisonRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Jesse C. SchenckMercer Global Advisors Inc. · Certified Financial Planner
- Darrell D. Surface Jr.Edward Jones · Certified Financial Planner
- Aaron TesavisArvest Wealth Management · Certified Financial Planner
Firms with the most CFP professionals in Bartlesville
LPL Financial LLC 2Revo Financial, LLC 2Archambo Financial Advisors, Inc. 1Arvest Wealth Management 1Edward Jones 1Farther 1Mercer Global Advisors Inc. 1Raymond James Financial Services Advisors, Inc. 1The Wealth Consulting Group 1Wells Fargo Clearing Services, LLC 1
CFP advisors in other Oklahoma cities
All of Oklahoma →Tulsa 107Oklahoma City 74Edmond 32Norman 11Broken Arrow 5Enid 5Jenks 5Duncan 4Muskogee 4Owasso 3Shawnee 3Stillwater 3Tahlequah 3
Questions
How many CFP financial advisors are in Bartlesville, OK?
12 SEC-registered investment adviser representatives at firm offices in Bartlesville, Oklahoma list the CFP designation; LPL Financial LLC employs the most of them (2).
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 Bartlesville?
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.