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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Bountiful, UT

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

5 CFP professionals work in Bountiful; the most are at Summit Global Investments, LLC (2). 2 are also registered broker representatives.

CFP advisors in Bountiful, A to Z

Every advisor in Bountiful →

Firms with the most CFP professionals in Bountiful

Summit Global Investments, LLC 2Goalen Capital Advisors, LLC 1Modera Wealth Management, LLC 1Raymond James Financial Services Advisors, Inc. 1

CFP advisors in other Utah cities

All of Utah →

Salt Lake City 111Lehi 46South Jordan 46Orem 26Sandy 26Draper 23Cottonwood Heights 22Provo 20Logan 18Farmington 15Holladay 15Murray 13Park City 13St. George 12Pleasant Grove 9Ogden 8Kaysville 7Midvale 6American Fork 5Centerville 5Layton 5Saint George 5Springville 5St George 5

Questions

How many CFP financial advisors are in Bountiful, UT?

5 SEC-registered investment adviser representatives at firm offices in Bountiful, Utah list the CFP designation; Summit Global Investments, 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 Bountiful?

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.