Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Richland, WA
Every SEC-registered financial advisor at a firm office in Richland who lists the Certified Financial Planner designation, A to Z.
10 CFP professionals work in Richland; the most are at Edward Jones (5). 6 are also registered broker representatives.
CFP advisors in Richland, A to Z
Every advisor in Richland →- Travis J. CliftonEdward Jones · Certified Financial Planner
- Kevin J. FloydSk Advisor Network, LLC · Certified Financial Planner, Chartered Financial Analyst
- Sean D. HaselrigEdward Jones · Certified Financial Planner
- Michelle E. KennedyEdward Jones · Certified Financial Planner
- Jeffery P. LewisCetera Investment Advisers LLC · Certified Financial Planner
- Roger N. MatsonMcM Advisory, LLC · Certified Financial Planner
- Nicholas E. ParkerSeaborn Financial, LLC · Certified Financial Planner
- Lori A. SelbyCetera Investment Advisers LLC · Certified Financial Planner
- Carson D. WillinghamEdward Jones · Certified Financial Planner
- Tara H. WiswallEdward Jones · Certified Financial Planner
Firms with the most CFP professionals in Richland
Edward Jones 5Cetera Investment Advisers LLC 2McM Advisory, LLC 1Pomona Wealth Management, LLC 1Seaborn Financial, LLC 1Sk Advisor Network, 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 10Silverdale 9Wenatchee 9
Questions
How many CFP financial advisors are in Richland, WA?
10 SEC-registered investment adviser representatives at firm offices in Richland, 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 Richland?
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.