Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Bothell, WA
Every SEC-registered financial advisor at a firm office in Bothell who lists the Certified Financial Planner designation, A to Z.
17 CFP professionals work in Bothell; the most are at Edward Jones (2). 10 are also registered broker representatives.
CFP advisors in Bothell, A to Z
Every advisor in Bothell →- Donald G. CreechInvestor Resources Inc. · Certified Financial Planner
- Paul K. DoakWealthcare Advisory Partners LLC · Certified Financial Planner
- Charles W. GardnerLPL Financial LLC · Certified Financial Planner
- Kyle C. GardnerLPL Financial LLC · Certified Financial Planner
- Kristine B. GeerGuide Advisors, Inc. · Certified Financial Planner
- Deborah A. GianelliWhole Family Financial Services, Inc. · Certified Financial Planner
- Bradley T. JacksonCetera Investment Advisers LLC · Certified Financial Planner
- Reid S. KitagawaKanso Capital · Certified Financial Planner
- Thomas P. McDonnellMerit Financial Advisors · Certified Financial Planner
- Hayley C. NewmanRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Franklin S. NewtonEdward Jones · Certified Financial Planner
- Daintry N. PriceGlobal Retirement Partners LLC · Certified Financial Planner
- Aaron ShepherdEdward Jones · Certified Financial Planner
- Perry T. Sikes Jr.Investor Resources Inc. · Certified Financial Planner
- Russell L. SnyderRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Anthony K. SohOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Katrina L. Van RensumWealth Enhancement Advisory Services, LLC · Certified Financial Planner
Firms with the most CFP professionals in Bothell
Edward Jones 2Investor Resources Inc. 2LPL Financial LLC 2Raymond James Financial Services Advisors, Inc. 2Cetera Investment Advisers LLC 1Global Retirement Partners LLC 1Guide Advisors, Inc. 1Kanso Capital 1Merit Financial Advisors 1Osaic Wealth, Inc. 1Wealth Enhancement Advisory Services, LLC 1Wealthcare Advisory Partners LLC 1Whole Family Financial Services, Inc. 1
CFP advisors in other Washington cities
All of Washington →Seattle 331Bellevue 247Vancouver 83Spokane 69Tacoma 48Bellingham 35Kirkland 35Gig Harbor 28Mercer Island 27Kennewick 23Olympia 21Redmond 17Lynnwood 16Edmonds 15Federal Way 14Camas 11Everett 11Issaquah 11Sammamish 11Yakima 11Puyallup 10Richland 10Silverdale 9Wenatchee 9
Questions
How many CFP financial advisors are in Bothell, WA?
17 SEC-registered investment adviser representatives at firm offices in Bothell, Washington list the CFP designation; Edward Jones employs the most of them (2).
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 Bothell?
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.