Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Clyde Hill, WA
Every SEC-registered financial advisor at a firm office in Clyde Hill who lists the Certified Financial Planner designation, A to Z.
The short answer
2 CFP professionals work in Clyde Hill; the most are at Millennial Wealth (1). 1 are also registered broker representatives.
CFP advisors in Clyde Hill, A to Z
Every advisor in Clyde Hill →- Kathryn S. HenningsenOsaic Wealth, Inc. · Certified Financial Planner
- Riley G. PoppyMillennial Wealth · Certified Financial Planner
Firms with the most CFP professionals in Clyde Hill
CFP advisors in other Washington cities
All of Washington →Seattle 331Bellevue 247Vancouver 83Spokane 69Tacoma 48Bellingham 35Kirkland 35Gig Harbor 28Mercer Island 27Kennewick 23Olympia 21Bothell 17Redmond 17Lynnwood 16Edmonds 15Federal Way 14Camas 11Everett 11Issaquah 11Sammamish 11Yakima 11Puyallup 10Richland 10Silverdale 9
Questions
How many CFP financial advisors are in Clyde Hill, WA?
2 SEC-registered investment adviser representatives at firm offices in Clyde Hill, Washington list the CFP designation; Millennial Wealth 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 Clyde Hill?
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.