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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Edmonds, WA

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

15 CFP professionals work in Edmonds; the most are at Ameriprise Financial Services, LLC (2). 10 are also registered broker representatives.

CFP advisors in Edmonds, A to Z

Every advisor in Edmonds →
  • Crystal BeinekeLPL Financial LLC · Certified Financial Planner
  • Clinton A. CampbellAmeriprise Financial Services, LLC · Certified Financial Planner
  • Jordan D. ColeSage Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
  • John C. D'AmelioHarbour Investments, Inc. · Certified Financial Planner
  • Christopher A. DimePrivate Advisor Group, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Lloyd J. GalbraithOsaic Advisory Services, LLC · Certified Financial Planner
  • Colin H. GrayPacific Sage Partners, LLC · Certified Financial Planner
  • Matthew HamnerAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Ronald G. KukesEdward Jones · Certified Financial Planner
  • Chelea M. LawrenceWells Fargo Clearing Services, LLC · Certified Financial Planner
  • Todd S. McCaffrayHarbour Investments, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Lance A. SevierLPL Financial LLC · Certified Financial Planner
  • Suzan ShaylerEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Dale R. TerwedoTfs Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Dana C. TwightTwight Financial Education, LLC · Certified Financial Planner

Firms with the most CFP professionals in Edmonds

Ameriprise Financial Services, LLC 2Edward Jones 2Harbour Investments, Inc. 2LPL Financial LLC 2Osaic Advisory Services, LLC 1Pacific Sage Partners, LLC 1Private Advisor Group, LLC 1Sage Advisors, LLC 1Tfs Advisors, LLC 1Twight Financial Education, LLC 1Wells Fargo Clearing Services, LLC 1

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 16Federal Way 14Camas 11Everett 11Issaquah 11Sammamish 11Yakima 11Puyallup 10Richland 10Silverdale 9Wenatchee 9

Questions

How many CFP financial advisors are in Edmonds, WA?

15 SEC-registered investment adviser representatives at firm offices in Edmonds, Washington list the CFP designation; Ameriprise Financial Services, LLC 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 Edmonds?

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.