Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Farmington, UT
Every SEC-registered financial advisor at a firm office in Farmington who lists the Certified Financial Planner designation, A to Z.
15 CFP professionals work in Farmington; the most are at Charles Schwab & Co., Inc. (2). 8 are also registered broker representatives.
CFP advisors in Farmington, A to Z
Every advisor in Farmington →- Robert P. AamodtWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Steven BallantyneStrategic Advisers LLC · Certified Financial Planner
- Chad W. Di StefanoNorthwestern Mutual Investment Services, LLC · Certified Financial Planner
- Darren B. DownsCetera Investment Advisers LLC · Certified Financial Planner
- David R. FjeldstedDavid Russell Fjeldsted · Certified Financial Planner
- Craig W. JewettTlg Advisors, Inc. · Certified Financial Planner
- Brighton JohnOsaic Wealth, Inc. · Certified Financial Planner
- Samuel T. JonesTaxwise Wealth Planning LLC · Certified Financial Planner
- Brian S. LifferthLPL Financial LLC · Certified Financial Planner
- Morgan LindsayCharles Schwab & Co., Inc. · Certified Financial Planner
- Rory R. PetersonLPL Financial LLC · Certified Financial Planner
- Nicole L. RobertsWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Scott B. SmithComposition Wealth, LLC · Certified Financial Planner, Personal Financial Specialist
- Eddie R. SnowCharles Schwab & Co., Inc. · Certified Financial Planner
- Brock D. WilliamsonPromontory Financial Planning, LLC · Certified Financial Planner
Firms with the most CFP professionals in Farmington
Charles Schwab & Co., Inc. 2LPL Financial LLC 2Wealth Enhancement Advisory Services, LLC 2Cetera Investment Advisers LLC 1Composition Wealth, LLC 1David Russell Fjeldsted 1Northwestern Mutual Investment Services, LLC 1Osaic Wealth, Inc. 1Promontory Financial Planning, LLC 1Strategic Advisers LLC 1Taxwise Wealth Planning LLC 1Tlg 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 18Holladay 15Murray 13Park City 13St. George 12Pleasant Grove 9Ogden 8Kaysville 7Midvale 6American Fork 5Bountiful 5Centerville 5Layton 5Saint George 5Springville 5St George 5
Questions
How many CFP financial advisors are in Farmington, UT?
15 SEC-registered investment adviser representatives at firm offices in Farmington, Utah list the CFP designation; Charles Schwab & Co., Inc. 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 Farmington?
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.