Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Wellsvile, UT

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

1 CFP advisor work in Wellsvile; the most are at Trek Financial (1). 0 are also registered broker representatives.

CFP advisors in Wellsvile, A to Z

Every advisor in Wellsvile →

Romney B. HarkerTrek Financial · Certified Financial Planner

Firms with the most CFP professionals in Wellsvile

Trek Financial 1

CFP advisors in other Utah cities

All of Utah →

Salt Lake City 111 Lehi 46 South Jordan 46 Orem 26 Sandy 26 Draper 23 Cottonwood Heights 22 Provo 20 Logan 18 Farmington 15 Holladay 15 Murray 13 Park City 13 St. George 12 Pleasant Grove 9 Ogden 8 Kaysville 7 Midvale 6 American Fork 5 Bountiful 5 Centerville 5 Layton 5 Saint George 5 Springville 5

Questions

How many CFP financial advisors are in Wellsvile, UT?

1 SEC-registered investment adviser representatives at firm offices in Wellsvile, Utah list the CFP designation; Trek Financial 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 Wellsvile?

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.