Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Norman, OK
Every SEC-registered financial advisor at a firm office in Norman who lists the Certified Financial Planner designation, A to Z.
11 CFP professionals work in Norman; the most are at Edward Jones (2). 9 are also registered broker representatives.
CFP advisors in Norman, A to Z
Every advisor in Norman →- Keaton W. DivelbissGreat Valley Advisor Group, LLC · Certified Financial Planner
- Kenneth R. DivelbissGreat Valley Advisor Group, LLC · Certified Financial Planner, Chartered Financial Consultant
- Margaret F. DoviakD.M. Wealth Management, Inc. · Certified Financial Planner
- Joan G. LawsonHilltop Securities Inc. · Certified Financial Planner
- Bradley S. LesterRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Christy L. NelsonEdward Jones · Certified Financial Planner
- Jason RobinsonEdward Jones · Certified Financial Planner
- John W. SigmonLPL Financial LLC · Certified Financial Planner
- Michael W. SigmonLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Sylvia L. SterlingOsaic Wealth, Inc. · Certified Financial Planner
- Mark E. WoodyAmeriprise Financial Services, LLC · Certified Financial Planner
Firms with the most CFP professionals in Norman
Edward Jones 2Great Valley Advisor Group, LLC 2LPL Financial LLC 2Ameriprise Financial Services, LLC 1D.M. Wealth Management, Inc. 1Hilltop Securities Inc. 1Osaic Wealth, Inc. 1Raymond James Financial Services Advisors, Inc. 1
CFP advisors in other Oklahoma cities
All of Oklahoma →Tulsa 107Oklahoma City 74Edmond 32Bartlesville 12Broken Arrow 5Enid 5Jenks 5Duncan 4Muskogee 4Owasso 3Shawnee 3Stillwater 3Tahlequah 3
Questions
How many CFP financial advisors are in Norman, OK?
11 SEC-registered investment adviser representatives at firm offices in Norman, Oklahoma list the CFP designation; Edward Jones 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 Norman?
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.