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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Murray, UT

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

13 CFP professionals work in Murray; the most are at LPL Financial LLC (4). 10 are also registered broker representatives.

CFP advisors in Murray, A to Z

Every advisor in Murray →

Firms with the most CFP professionals in Murray

LPL Financial LLC 4Cetera Investment Advisers LLC 2Commonwealth Financial Network 1Financial Network Wealth Advisors LLC 1Mountain Goat Wealth Management LLC 1Park Avenue Securities LLC 1Raymond James Financial Services Advisors, Inc. 1Teton Wealth Group LLC 1Truenorth Wealth 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 15Park 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 Murray, UT?

13 SEC-registered investment adviser representatives at firm offices in Murray, Utah list the CFP designation; LPL Financial LLC employs the most of them (4).

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 Murray?

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.