Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Gig Harbor, WA
Every SEC-registered financial advisor at a firm office in Gig Harbor who lists the Certified Financial Planner designation, A to Z.
28 CFP professionals work in Gig Harbor; the most are at Edward Jones (5). 16 are also registered broker representatives.
CFP advisors in Gig Harbor, A to Z
Every advisor in Gig Harbor →- Erin R. AbrigoEdward Jones · Certified Financial Planner
- Kelly L. AusburnGlobal Retirement Partners LLC · Certified Financial Planner
- Brian R. BronkLPL Financial LLC · Certified Financial Planner
- Beverly B. CoxLPL Financial LLC · Certified Financial Planner
- Richard J. DevlinLPL Financial LLC · Certified Financial Planner
- Julia DyessEdward Jones · Certified Financial Planner
- Patrick R. FletcherGensphere Private Wealth, LLC · Certified Financial Planner
- William J. FoleyMission Wealth Management, LP · Certified Financial Planner
- Gregory R. FreitagLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Edward W. Grogan IVCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
- Samuel R. GulletteCetera Investment Advisers LLC · Certified Financial Planner
- Robert S. HarksonAdvisory Alpha, LLC · Certified Financial Planner
- Greg JimenezStrategic Advisers LLC · Certified Financial Planner
- Gary L. LucyPacific Asset Management, LLC · Certified Financial Planner
- Joshua A. MorinPacific Asset Management, LLC · Certified Financial Planner
- Alexander D. MorrowFaire Capital Group · Certified Financial Planner
- Jacob MortensenMission Wealth Management, LP · Certified Financial Planner
- Paul L. NelsonCetera Investment Advisers LLC · Certified Financial Planner
- Kimberlie C. OlsenEdward Jones · Certified Financial Planner
- Chadd S. PeacheyDecisionpoint Financial, LLC · Certified Financial Planner
- Brian A. PiersonAerie Advisory Group LLC · Certified Financial Planner
- Zachary RosenbloomRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Homer S. Smith IVIntegrated Wealth Concepts LLC · Certified Financial Planner
- Patrick M. SmithEdward Jones · Certified Financial Planner
- Therese J. StewartRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Brenton J. TayetEdward Jones · Certified Financial Planner
- Andrew R. Thibeault Jr.Commonwealth Financial Network · Certified Financial Planner
- Thomas E. ZebroskiMeridian Wealth Management · Certified Financial Planner
Firms with the most CFP professionals in Gig Harbor
Edward Jones 5LPL Financial LLC 4Cetera Investment Advisers LLC 2Commonwealth Financial Network 2Mission Wealth Management, LP 2Pacific Asset Management, LLC 2Raymond James Financial Services Advisors, Inc. 2Advisory Alpha, LLC 1Aerie Advisory Group LLC 1Apam, LLC 1Conestoga Wealth Partners 1Decisionpoint Financial, LLC 1Faire Capital Group 1Gensphere Private Wealth, LLC 1Global Retirement Partners LLC 1
CFP advisors in other Washington cities
All of Washington →Seattle 331Bellevue 247Vancouver 83Spokane 69Tacoma 48Bellingham 35Kirkland 35Mercer Island 27Kennewick 23Olympia 21Bothell 17Redmond 17Lynnwood 16Edmonds 15Federal Way 14Camas 11Everett 11Issaquah 11Sammamish 11Yakima 11Puyallup 10Richland 10Silverdale 9Wenatchee 9
Questions
How many CFP financial advisors are in Gig Harbor, WA?
28 SEC-registered investment adviser representatives at firm offices in Gig Harbor, Washington list the CFP designation; Edward Jones employs the most of them (5).
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 Gig Harbor?
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.