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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Lacey, WA

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

7 CFP professionals work in Lacey; the most are at Edward Jones (2). 6 are also registered broker representatives.

CFP advisors in Lacey, A to Z

Every advisor in Lacey →
  • Keith A. CameronLPL Financial LLC · Certified Financial Planner
  • Kurt E. ChaseRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Zale R. CrawfordKestra Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Andrew ReidEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Karley J. SchluterEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Michael G. WeinandWeinand Financial, Inc. · Certified Financial Planner
  • Lisa D. WhitemanOsaic Wealth, Inc. · Certified Financial Planner

Firms with the most CFP professionals in Lacey

Edward Jones 2Kestra Advisory Services, LLC 1LPL Financial LLC 1Osaic Wealth, Inc. 1Raymond James Financial Services Advisors, Inc. 1Weinand Financial, Inc. 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 11Everett 11Issaquah 11Sammamish 11Yakima 11Puyallup 10Richland 10Silverdale 9

Questions

How many CFP financial advisors are in Lacey, WA?

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

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.