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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Parkersurg, WV

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

The short answer

1 CFP advisor work in Parkersurg; the most are at Valmark Advisers, Inc. (1). 1 are also registered broker representatives.

CFP advisors in Parkersurg, A to Z

Every advisor in Parkersurg →
  • Douglas R. ThorpeValmark Advisers, Inc. · Certified Financial Planner, Chartered Financial Consultant

Firms with the most CFP professionals in Parkersurg

Valmark Advisers, Inc. 1

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 Parkersurg, WV?

1 SEC-registered investment adviser representatives at firm offices in Parkersurg, West Virginia list the CFP designation; Valmark Advisers, Inc. 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 Parkersurg?

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.