Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Purcell, OK
Every SEC-registered financial advisor at a firm office in Purcell who lists the Certified Financial Planner designation, A to Z.
The short answer
2 CFP professionals work in Purcell; the most are at Edward Jones (1). 2 are also registered broker representatives.
CFP advisors in Purcell, A to Z
Every advisor in Purcell →- Jesse R. BainEdward Jones · Certified Financial Planner
- Gregory W. SmithLPL Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in Purcell
CFP advisors in other Oklahoma cities
All of Oklahoma →Tulsa 107Oklahoma City 74Edmond 32Bartlesville 12Norman 11Broken Arrow 5Enid 5Jenks 5Duncan 4Muskogee 4Owasso 3Shawnee 3Stillwater 3Tahlequah 3
Questions
How many CFP financial advisors are in Purcell, OK?
2 SEC-registered investment adviser representatives at firm offices in Purcell, Oklahoma 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 Purcell?
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.