Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Holladay, UT
Every SEC-registered financial advisor at a firm office in Holladay who lists the Certified Financial Planner designation, A to Z.
15 CFP professionals work in Holladay; the most are at Raymond James Financial Services Advisors, Inc. (3). 13 are also registered broker representatives.
CFP advisors in Holladay, A to Z
Every advisor in Holladay →- Jason AndersenMorgan Stanley · Certified Financial Planner
- Gregory K. BrownHornor, Townsend & Kent, LLC · Certified Financial Planner, Chartered Financial Consultant
- Franklin R. Etter IIWells Fargo Clearing Services, LLC · Certified Financial Planner
- Kristina L. FehrStrategic Advisers LLC · Certified Financial Planner
- Jason J. HowardStratos Wealth Partners, Ltd. · Certified Financial Planner
- Mathew J. HuffordWells Fargo Clearing Services, LLC · Certified Financial Planner
- Scott M. KimballRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Shane D. KunzStratos Wealth Partners, Ltd. · Certified Financial Planner
- Joshua C. LiljenquistRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Nicholas W. MarshMorgan Stanley · Certified Financial Planner
- Mark ParrettOutpost Advisors, LLC · Certified Financial Planner
- Mark E. PyperWells Fargo Clearing Services, LLC · Certified Financial Planner
- Christopher R. StaggUnited Capital Financial Advisors · Certified Financial Planner
- Jeffrey W. TeranRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- James G. WoodallHornor, Townsend & Kent, LLC · Certified Financial Planner
Firms with the most CFP professionals in Holladay
Raymond James Financial Services Advisors, Inc. 3Wells Fargo Clearing Services, LLC 3Hornor, Townsend & Kent, LLC 2LPL Financial LLC 2Morgan Stanley 2Stratos Wealth Partners, Ltd. 2Outpost Advisors, LLC 1Strategic Advisers LLC 1United Capital Financial Advisors 1
CFP advisors in other Utah cities
All of Utah →Salt Lake City 111Lehi 46South Jordan 46Orem 26Sandy 26Draper 23Cottonwood Heights 22Provo 20Logan 18Farmington 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 Holladay, UT?
15 SEC-registered investment adviser representatives at firm offices in Holladay, Utah list the CFP designation; Raymond James Financial Services Advisors, Inc. employs the most of them (3).
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 Holladay?
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.