Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in South Charleston, WV
Every SEC-registered financial advisor at a firm office in South Charleston who lists the Certified Financial Planner designation, A to Z.
The short answer
2 CFP professionals work in South Charleston; the most are at J.P. Morgan Securities LLC (1). 1 are also registered broker representatives.
CFP advisors in South Charleston, A to Z
Every advisor in South Charleston →- Eric J. AyersmanRetirement Planning Consultants Inc. · Certified Financial Planner
- Charlie DaveeJ.P. Morgan Securities LLC · Certified Financial Planner
Firms with the most CFP professionals in South Charleston
J.P. Morgan Securities LLC 1Retirement Planning Consultants 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 South Charleston, WV?
2 SEC-registered investment adviser representatives at firm offices in South Charleston, West Virginia list the CFP designation; J.P. Morgan Securities LLC 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 South 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.