Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Lynnwood, WA
Every SEC-registered financial advisor at a firm office in Lynnwood who lists the Certified Financial Planner designation, A to Z.
16 CFP professionals work in Lynnwood; the most are at Charles Schwab & Co., Inc. (3). 11 are also registered broker representatives.
CFP advisors in Lynnwood, A to Z
Every advisor in Lynnwood →- Brent F. ArnoldKestra Advisory Services, LLC · Certified Financial Planner
- Douglas B. CusterEdelman Financial Engines · Certified Financial Planner
- Peter R. HarveyRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Benjamin D. HicksEdelman Financial Engines · Certified Financial Planner
- Shari S. JenkinsLPL Financial LLC · Certified Financial Planner
- Nicholas D. JohnsonStrategic Advisers LLC · Certified Financial Planner
- Jordan KirkCharles Schwab & Co., Inc. · Certified Financial Planner
- Vernon J. KlassenValic Financial Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Brian J. LockettComprehensive Wealth Management · Certified Financial Planner
- Mario MorganStrategic Advisers LLC · Certified Financial Planner
- Thomas J. OverCapital Investment Services, LLC · Certified Financial Planner
- Daniel RosalesCharles Schwab & Co., Inc. · Certified Financial Planner
- Michelle L. SchmidtWells Fargo Clearing Services, LLC · Certified Financial Planner
- Christopher S. TeofilakClear Wealth Management · Certified Financial Planner
- Linh H. TranCharles Schwab & Co., Inc. · Certified Financial Planner
- Nolan M. WengerCommonwealth Financial Network · Certified Financial Planner
Firms with the most CFP professionals in Lynnwood
Charles Schwab & Co., Inc. 3Edelman Financial Engines 2Strategic Advisers LLC 2Capital Investment Services, LLC 1Clear Wealth Management 1Commonwealth Financial Network 1Comprehensive Wealth Management 1Kestra Advisory Services, LLC 1LPL Financial LLC 1Raymond James Financial Services Advisors, Inc. 1Valic Financial Advisors, Inc. 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 17Edmonds 15Federal Way 14Camas 11Everett 11Issaquah 11Sammamish 11Yakima 11Puyallup 10Richland 10Silverdale 9Wenatchee 9
Questions
How many CFP financial advisors are in Lynnwood, WA?
16 SEC-registered investment adviser representatives at firm offices in Lynnwood, Washington list the CFP designation; Charles Schwab & Co., Inc. employs the most of them (3).
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 Lynnwood?
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.