Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Renton, WA
Every SEC-registered financial advisor at a firm office in Renton who lists the Certified Financial Planner designation, A to Z.
7 CFP professionals work in Renton; the most are at Valic Financial Advisors, Inc. (2). 7 are also registered broker representatives.
CFP advisors in Renton, A to Z
Every advisor in Renton →- Michael LeckingtonStrategic Advisers LLC · Certified Financial Planner
- Randall S. LindeAmeriprise Financial Services, LLC · Certified Financial Planner
- James R. McKayCetera Investment Advisers LLC · Certified Financial Planner
- Gary L. MeagherLPL Financial LLC · Certified Financial Planner
- Joliet K. OsborneValic Financial Advisors, Inc. · Certified Financial Planner
- Ryan J. QuennevilleValic Financial Advisors, Inc. · Certified Financial Planner
- Stephen R. VircksEdward Jones · Certified Financial Planner
Firms with the most CFP professionals in Renton
Valic Financial Advisors, Inc. 2Ameriprise Financial Services, LLC 1Cetera Investment Advisers LLC 1Edward Jones 1LPL Financial LLC 1Strategic Advisers 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 11Everett 11Issaquah 11Sammamish 11Yakima 11Puyallup 10Richland 10Silverdale 9
Questions
How many CFP financial advisors are in Renton, WA?
7 SEC-registered investment adviser representatives at firm offices in Renton, Washington list the CFP designation; Valic Financial Advisors, Inc. 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 Renton?
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.