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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Heber City, UT

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

3 CFP professionals work in Heber City; the most are at Edward Jones (1). 2 are also registered broker representatives.

CFP advisors in Heber City, A to Z

Every advisor in Heber City →
  • Nathan S. CoxEdward Jones · Certified Financial Planner
  • Maria P. DaleyPerigon Wealth Management, LLC · Certified Financial Planner
  • Trevor G. RicksWells Fargo Clearing Services, LLC · Certified Financial Planner

Firms with the most CFP professionals in Heber City

Edward Jones 1Perigon Wealth Management, LLC 1Wells Fargo Clearing Services, 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 5Centerville 5Layton 5Saint George 5Springville 5

Questions

How many CFP financial advisors are in Heber City, UT?

3 SEC-registered investment adviser representatives at firm offices in Heber City, Utah 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 Heber City?

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.