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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Centerville, UT

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

5 CFP professionals work in Centerville; the most are at Alliance Wealth Advisors, LLC (1). 2 are also registered broker representatives.

CFP advisors in Centerville, A to Z

Every advisor in Centerville →

Firms with the most CFP professionals in Centerville

Alliance Wealth Advisors, LLC 1Cwm, LLC 1Oak Lane Advisors 1Steward Partners Investment Advisory, LLC 1Strategic Advisers LLC 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 5Bountiful 5Layton 5Saint George 5Springville 5St George 5

Questions

How many CFP financial advisors are in Centerville, UT?

5 SEC-registered investment adviser representatives at firm offices in Centerville, Utah list the CFP designation; Alliance Wealth Advisors, LLC 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 Centerville?

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.