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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Charleston, WV

Every SEC-registered financial advisor at a firm office in Charleston who lists the Certified Financial Planner designation, A to Z.

7 CFP professionals work in Charleston; the most are at Ameriprise Financial Services, LLC (2). 4 are also registered broker representatives.

CFP advisors in Charleston, A to Z

Every advisor in Charleston →

Firms with the most CFP professionals in Charleston

Ameriprise Financial Services, LLC 2Vandalia Wealth 2Focus Partners Wealth, LLC 1Morgan Stanley 1Northwestern Mutual Investment Services, LLC 1

CFP advisors in other West Virginia cities

All of West Virginia →

Wheeling 18Morgantown 6Shepherdstown 5Vienna 5Martinsburg 4Elkins 3Huntington 3Hurricane 3

Questions

How many CFP financial advisors are in Charleston, WV?

7 SEC-registered investment adviser representatives at firm offices in Charleston, West Virginia list the CFP designation; Ameriprise Financial Services, LLC 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 Charleston?

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.