Licensed Personal Financial Advisor License Requirements
Compare licensed personal financial advisor licensing requirements across 50 states. See education, exam, cost, and timeline details for each state.
AI Resilience: 4th — Low50
States Covered
$516
Avg. Est. Cost
$95,457
Avg. Median Salary
46 gold
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Requirements by State
Click any state to see full requirements, costs, and step-by-step guide.
| State | Education ↕ | Exam | Est. Cost ↕ | Timeline |
|---|---|---|---|---|
| Alabama | Degree required | Series 65 or Series 7 + Series 66 | $600 | 3-6 months (exam prep + registration) |
| Alaska | N/A | Series 65 or Series 7 + Series 66 | $700 | 2-4 months |
| Arizona | N/A | Series 65 or Series 7 + Series 66 | $500 | 2-4 months |
| Arkansas | No educational requirements | Series 65 or Series 7 + Series 66 | $500 | 2-4 months |
| California | N/A | Series 65 or Series 7 + Series 66 | $500 | 2-4 months |
| Colorado | Specific course required | Series 65 or Series 7 + Series 66 | $500 | 2-4 months |
| Connecticut | No educational requirements | Series 65 or Series 7 + Series 66 | $500 | 2-4 months |
| Delaware | No educational requirements | Series 65 or Series 7 + Series 66 | $500 | 2-4 months |
| Florida | N/A | Series 65 or Series 7 + Series 66 | $500 | 2-4 months |
| Georgia | Specific course required | Series 65 or Series 7 + Series 66 | $500 | 2-4 months |
| Hawaii | Specific course required | Series 65 or Series 7 + Series 66 | $500 | 2-4 months |
| Idaho | N/A | Series 65 or Series 7 + Series 66 | $500 | 2-4 months |
| Illinois | N/A | Series 65 or Series 7 + Series 66 | $500 | 2-4 months |
| Indiana | Specific course required | Series 65 or Series 7 + Series 66 | $500 | 2-4 months |
| Iowa | Specific course required | Series 65 or Series 7 + Series 66 | $500 | 2-4 months |
| Kansas | N/A | Series 65 or Series 7 + Series 66 | $500 | 2-4 months |
| Kentucky | N/A | Series 65 or Series 7 + Series 66 | $500 | 2-4 months |
| Louisiana | N/A | Series 65 or Series 7 + Series 66 | $500 | 2-4 months |
| Maine | No educational requirements | Series 65 or Series 7 + Series 66 | $500 | 2-4 months |
| Maryland | N/A | Series 65 or Series 7 + Series 66 | $500 | 2-4 months |
| Massachusetts | No educational requirements | Series 65 or Series 7 + Series 66 | $500 | 2-4 months |
| Michigan | Degree required | Series 65 or Series 7 + Series 66 | $500 | 2-4 months |
| Minnesota | N/A | Series 65 or Series 7 + Series 66 | $500 | 2-4 months |
| Mississippi | Specific course required | Series 65 or Series 7 + Series 66 | $500 | 2-4 months |
| Missouri | N/A | Series 65 or Series 7 + Series 66 | $500 | 2-4 months |
| Montana | N/A | Series 65 or Series 7 + Series 66 | $500 | 2-4 months |
| Nebraska | N/A | Series 65 or Series 7 + Series 66 | $690 | 2-4 months |
| Nevada | Specific course required | Series 65 or Series 7 + Series 66 | $500 | 2-4 months |
| New Hampshire | Degree required | Series 65 or Series 7 + Series 66 | $500 | 2-4 months |
| New Jersey | N/A | Series 65 or Series 7 + Series 66 | $500 | 2-4 months |
| New Mexico | N/A | Series 65 or Series 7 + Series 66 | $500 | 2-4 months |
| New York | No educational requirements | Series 65 or Series 7 + Series 66 | $500 | 2-4 months |
| North Carolina | N/A | Series 65 or Series 7 + Series 66 | $500 | 2-4 months |
| North Dakota | No educational requirements | Series 65 or Series 7 + Series 66 | $500 | 2-4 months |
| Ohio | N/A | Series 65 or Series 7 + Series 66 | $500 | 2-4 months |
| Oklahoma | Degree required | Series 65 or Series 7 + Series 66 | $500 | 2-4 months |
| Oregon | N/A | Series 65 or Series 7 + Series 66 | $500 | 2-4 months |
| Pennsylvania | N/A | Series 65 or Series 7 + Series 66 | $500 | 2-4 months |
| Rhode Island | N/A | Series 65 or Series 7 + Series 66 | $500 | 2-4 months |
| South Carolina | N/A | Series 65 or Series 7 + Series 66 | $500 | 2-4 months |
| South Dakota | N/A | Series 65 or Series 7 + Series 66 | $500 | 2-4 months |
| Tennessee | Specific course required | Series 65 or Series 7 + Series 66 (or qualifying designation) | $500 | 2-4 months |
| Texas | No educational requirements | Series 65 or Series 7 + Series 66 | $500 | 2-4 months |
| Utah | N/A | Series 65 or Series 7 + Series 66 | $500 | 2-4 months |
| Vermont | Specific course required | Series 65 or Series 7 + Series 66 | $500 | 2-4 months |
| Virginia | Specific course required | Series 65 or Series 7 + Series 66 | $500 | 2-4 months |
| Washington | N/A | Series 65 or Series 7 + Series 66 | $600 | 2-4 months |
| West Virginia | Specific course required | Series 65 or Series 7 + Series 66 | $500 | 2-4 months |
| Wisconsin | N/A | Series 65 or Series 7 + Series 66 | $500 | 2-4 months |
| Wyoming | No educational requirements | FINRA Series exams (Series 7, 63, 66, or 65) + state law exam | $700 | 2-4 months |
Showing 50 of 50 states
AI Career Outlook
How resilient is this career to AI automation?
AI Resilience: Low
4th percentile among all US occupations
Low resilienceHigh resilience
More resilient to AI automation than 4% of occupations. Many tasks in this career overlap with AI capabilities, though licensing requirements and human oversight remain important.
Based on the AI Occupational Exposure Index (Felten, Raj & Seamans, 2021). Measures how much an occupation's core abilities overlap with current AI capabilities.
Salary Overview
Median annual salaries for licensed personal financial advisors by state.