Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Buffalo, WY
Every SEC-registered financial advisor at a firm office in Buffalo who lists the Certified Financial Planner designation, A to Z.
1 CFP advisor work in Buffalo; the most are at Finlayson Financial Planning, Inc. (1). 0 are also registered broker representatives.
CFP advisors in Buffalo, A to Z
Every advisor in Buffalo →- Robert R. ElliotFinlayson Financial Planning, Inc. · Certified Financial Planner, Chartered Financial Consultant
Firms with the most CFP professionals in Buffalo
CFP advisors in other Wyoming cities
All of Wyoming →Jackson 13Sheridan 9Casper 6Cheyenne 5Laramie 4Cody 3Encampment 3Gillette 3
Questions
How many CFP financial advisors are in Buffalo, WY?
1 SEC-registered investment adviser representatives at firm offices in Buffalo, Wyoming list the CFP designation; Finlayson Financial Planning, 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 Buffalo?
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.