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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Spencer, WV

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

1 CFP advisor work in Spencer; the most are at Cetera Investment Advisers LLC (1). 1 are also registered broker representatives.

CFP advisors in Spencer, A to Z

Every advisor in Spencer →

Firms with the most CFP professionals in Spencer

Cetera Investment Advisers LLC 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 Spencer, WV?

1 SEC-registered investment adviser representatives at firm offices in Spencer, West Virginia list the CFP designation; Cetera Investment Advisers 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 Spencer?

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.