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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Everett, WA

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

11 CFP professionals work in Everett; the most are at Edward Jones (4). 6 are also registered broker representatives.

CFP advisors in Everett, A to Z

Every advisor in Everett →

Firms with the most CFP professionals in Everett

Edward Jones 4Madrona Financial & CPAS 2Pacific Crest Financial Advisors, LLC 2D.A. Davidson & Co. 1Raymond James Financial Services Advisors, Inc. 1Viceroy Investment Advisors 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 16Edmonds 15Federal Way 14Camas 11Issaquah 11Sammamish 11Yakima 11Puyallup 10Richland 10Silverdale 9Wenatchee 9

Questions

How many CFP financial advisors are in Everett, WA?

11 SEC-registered investment adviser representatives at firm offices in Everett, Washington list the CFP designation; Edward Jones 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 Everett?

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.