Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Ferndale, WA

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

4 CFP professionals work in Ferndale; the most are at LPL Financial LLC (2). 4 are also registered broker representatives.

CFP advisors in Ferndale, A to Z

Every advisor in Ferndale →

Monisha M. BrandtEdward Jones · Certified Financial Planner
Scott M. DirksenLPL Financial LLC · Certified Financial Planner
Richard C. DonahueLPL Financial LLC · Certified Financial Planner
Alecia L. ModahlKestra Advisory Services, LLC · Certified Financial Planner

Firms with the most CFP professionals in Ferndale

LPL Financial LLC 2 Edward Jones 1 Kestra Advisory Services, LLC 1

CFP advisors in other Washington cities

All of Washington →

Seattle 331 Bellevue 247 Vancouver 83 Spokane 69 Tacoma 48 Bellingham 35 Kirkland 35 Gig Harbor 28 Mercer Island 27 Kennewick 23 Olympia 21 Bothell 17 Redmond 17 Lynnwood 16 Edmonds 15 Federal Way 14 Camas 11 Everett 11 Issaquah 11 Sammamish 11 Yakima 11 Puyallup 10 Richland 10 Silverdale 9

Questions

How many CFP financial advisors are in Ferndale, WA?

4 SEC-registered investment adviser representatives at firm offices in Ferndale, Washington list the CFP designation; LPL Financial 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 Ferndale?

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.