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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in St. George, UT

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

12 CFP professionals work in St. George; the most are at Soltis Investment Advisors, LLC (4). 4 are also registered broker representatives.

CFP advisors in St. George, A to Z

Every advisor in St. George →
  • Thomas J. AdamsSoltis Investment Advisors, LLC · Certified Financial Planner
  • Kaylan D. AndersenNuwealth Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Randall BradshawWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
  • Anthony J. ChristensenStatera Wealth Management · Certified Financial Planner, Chartered Financial Consultant
  • Mark EssenfeldSoltis Investment Advisors, LLC · Certified Financial Planner
  • Brandon D. HenrieCopperlion Investments · Certified Financial Planner
  • Douglas P. KinseySoltis Investment Advisors, LLC · Certified Financial Planner
  • Michaeljohn KudlikRoi Capital Management · Certified Financial Planner
  • Kevin D. RorieRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • David ShipleyLPL Financial LLC · Certified Financial Planner
  • Leo L. SyphusLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Michael E. WadeSoltis Investment Advisors, LLC · Certified Financial Planner

Firms with the most CFP professionals in St. George

Soltis Investment Advisors, LLC 4LPL Financial LLC 2Copperlion Investments 1Nuwealth Advisors, LLC 1Raymond James Financial Services Advisors, Inc. 1Roi Capital Management 1Statera Wealth Management 1Wells Fargo Advisors Financial Network, 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 13Pleasant Grove 9Ogden 8Kaysville 7Midvale 6American Fork 5Bountiful 5Centerville 5Layton 5Saint George 5Springville 5Saratoga Springs 4

Questions

How many CFP financial advisors are in St. George, UT?

12 SEC-registered investment adviser representatives at firm offices in St. George, Utah list the CFP designation; Soltis Investment Advisors, 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 St. George?

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.