Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Avon, CT
Every SEC-registered financial advisor at a firm office in Avon who lists the Certified Financial Planner designation, A to Z.
17 CFP professionals work in Avon; the most are at Private Advisor Group, LLC (4). 7 are also registered broker representatives.
CFP advisors in Avon, A to Z
Every advisor in Avon →- Adam AngibeauSound Income Strategies, LLC · Certified Financial Planner
- Danielle E. BarbatoMilestone Asset Management Group, LLC · Certified Financial Planner
- Amanda R. BenecchiEdward Jones · Certified Financial Planner
- Matthew R. CarbrayKestra Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Curt R. ChristensenCetera Investment Advisers LLC · Certified Financial Planner
- Susan M. DaviesLPL Financial LLC · Certified Financial Planner
- Leonard J. Del Gallo Jr.Del Gallo Financial Services, LLC · Certified Financial Planner
- Eric C. HutchinsonCommonwealth Financial Network · Certified Financial Planner
- Richard C. LoprestiMilestone Asset Management Group, LLC · Certified Financial Planner
- Michael A. RabbittPrivate Advisor Group, LLC · Certified Financial Planner
- William T. RabbittPrivate Advisor Group, LLC · Certified Financial Planner
- David R. RuschTittmann & Rusch, LLC · Certified Financial Planner, Chartered Financial Consultant
- Ariel M. SteinRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Laura SundquistPrivate Advisor Group, LLC · Certified Financial Planner
- Francis M. TedescoPrivate Advisor Group, LLC · Certified Financial Planner
- Peter C. TittmannTittmann & Rusch, LLC · Certified Financial Planner
- Nicholas W. WalshWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
Firms with the most CFP professionals in Avon
Private Advisor Group, LLC 4Milestone Asset Management Group, LLC 2Tittmann & Rusch, LLC 2Cetera Investment Advisers LLC 1Commonwealth Financial Network 1Del Gallo Financial Services, LLC 1Edward Jones 1Kestra Advisory Services, LLC 1LPL Financial LLC 1Raymond James Financial Services Advisors, Inc. 1Sound Income Strategies, LLC 1Wells Fargo Advisors Financial Network, LLC 1
CFP advisors in other Connecticut cities
All of Connecticut →Stamford 103West Hartford 79Glastonbury 67Farmington 58Shelton 39Fairfield 37Westport 37Greenwich 26New Haven 20Madison 19Cheshire 18Hartford 14Mystic 14Essex 13Guilford 13Darien 12Milford 12North Haven 12Ridgefield 12Danbury 11Southbury 11Norwalk 8Southport 8Wethersfield 8
Questions
How many CFP financial advisors are in Avon, CT?
17 SEC-registered investment adviser representatives at firm offices in Avon, Connecticut list the CFP designation; Private Advisor Group, LLC employs the most of them (4).
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 Avon?
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.