Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Sandy, UT
Every SEC-registered financial advisor at a firm office in Sandy who lists the Certified Financial Planner designation, A to Z.
26 CFP professionals work in Sandy; the most are at Net Worth Advisory Group, LLC (7). 12 are also registered broker representatives.
CFP advisors in Sandy, A to Z
Every advisor in Sandy →- Christian AndersonEdward Jones · Certified Financial Planner
- Krista B. BakerDiversify Wealth Management, LLC · Certified Financial Planner
- Michael K. BerryNet Worth Advisory Group, LLC · Certified Financial Planner
- Tyler M. BroughEdward Jones · Certified Financial Planner
- Zaccary S. CallCapita Financial Network, LLC · Certified Financial Planner
- Jason L. CollierDiversify Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Mason D. CookCetera Investment Advisers LLC · Certified Financial Planner
- Amoree FarnsworthNet Worth Advisory Group, LLC · Certified Financial Planner
- David A. GallmanPortside Wealth Group, LLC · Certified Financial Planner
- Kent C. GriffithsLPL Financial LLC · Certified Financial Planner
- Richard J. GurrCapita Financial Network, LLC · Certified Financial Planner
- Richard J. HardmanTrek Financial · Certified Financial Planner
- Zachory S. HuishGlobal Retirement Partners LLC · Certified Financial Planner
- Marcus E. JohnsonEdward Jones · Certified Financial Planner
- Grace K. JonesCetera Investment Advisers LLC · Certified Financial Planner
- Ryan F. KellyRfk Capital Management · Certified Financial Planner
- Jeremy S. LeavittAmeriprise Financial Services, LLC · Certified Financial Planner
- Raymond E. Levitre Jr.Net Worth Advisory Group, LLC · Certified Financial Planner
- Reginald T. MaxfieldOlympus Peaks Financial, LLC · Certified Financial Planner
- Ryan G. PorterNet Worth Advisory Group, LLC · Certified Financial Planner
- Gregory M. SimmonsNet Worth Advisory Group, LLC · Certified Financial Planner
- Richard C. SmithNet Worth Advisory Group, LLC · Certified Financial Planner
- Timothy A. StricklandEdward Jones · Certified Financial Planner
- David W. SwappNet Worth Advisory Group, LLC · Certified Financial Planner
- John B. TaylorTucker Asset Management LLC · Certified Financial Planner
- Spencer S. WelchGlobal Retirement Partners LLC · Certified Financial Planner
Firms with the most CFP professionals in Sandy
Net Worth Advisory Group, LLC 7Edward Jones 4Capita Financial Network, LLC 2Cetera Investment Advisers LLC 2Global Retirement Partners LLC 2Ameriprise Financial Services, LLC 1Diversify Advisory Services, LLC 1Diversify Wealth Management, LLC 1LPL Financial LLC 1Olympus Peaks Financial, LLC 1Portside Wealth Group, LLC 1Rfk Capital Management 1Trek Financial 1Tucker Asset Management LLC 1
CFP advisors in other Utah cities
All of Utah →Salt Lake City 111Lehi 46South Jordan 46Orem 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 5St George 5
Questions
How many CFP financial advisors are in Sandy, UT?
26 SEC-registered investment adviser representatives at firm offices in Sandy, Utah list the CFP designation; Net Worth Advisory Group, LLC employs the most of them (7).
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 Sandy?
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.