Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Beckley, WV
Every SEC-registered financial advisor at a firm office in Beckley who lists the Certified Financial Planner designation, A to Z.
2 CFP professionals work in Beckley; the most are at Edward Jones (1). 1 are also registered broker representatives.
CFP advisors in Beckley, A to Z
Every advisor in Beckley →- Jonathan DorseyVandalia Wealth · Certified Financial Planner
- Douglas E. LehmanEdward Jones · Certified Financial Planner
Firms with the most CFP professionals in Beckley
CFP advisors in other West Virginia cities
All of West Virginia →Wheeling 18Charleston 7Morgantown 6Shepherdstown 5Vienna 5Martinsburg 4Elkins 3Huntington 3Hurricane 3
Questions
How many CFP financial advisors are in Beckley, WV?
2 SEC-registered investment adviser representatives at firm offices in Beckley, West Virginia 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 Beckley?
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.