Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Washougal, WA
Every SEC-registered financial advisor at a firm office in Washougal who lists the Certified Financial Planner designation, A to Z.
4 CFP professionals work in Washougal; the most are at Edward Jones (1). 1 are also registered broker representatives.
CFP advisors in Washougal, A to Z
Every advisor in Washougal →- John D. HeinFisher Investments · Certified Financial Planner, Chartered Financial Analyst
- Mark S. SchafferMadison Partners · Certified Financial Planner, Chartered Financial Consultant
- Joshua R. TomeoniNarrative Financial Group · Certified Financial Planner, Chartered Financial Consultant
- Pamela A. TuiteEdward Jones · Certified Financial Planner
Firms with the most CFP professionals in Washougal
Edward Jones 1Fisher Investments 1Madison Partners 1Narrative Financial Group 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 Washougal, WA?
4 SEC-registered investment adviser representatives at firm offices in Washougal, Washington list the CFP designation; Edward Jones employs the most of them (1).
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 Washougal?
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.