Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Cheshire, CT
Every SEC-registered financial advisor at a firm office in Cheshire who lists the Certified Financial Planner designation, A to Z.
18 CFP professionals work in Cheshire; the most are at New England Capital Financial Advisors LLC (5). 11 are also registered broker representatives.
CFP advisors in Cheshire, A to Z
Every advisor in Cheshire →- David T. AbelTlg Advisors, Inc. · Certified Financial Planner
- Christopher W. BealeNew England Capital Financial Advisors LLC · Certified Financial Planner
- Jeremy B. BeitelOsaic Wealth, Inc. · Certified Financial Planner
- Daniel J. CainCommonwealth Financial Network · Certified Financial Planner
- Matthew CarrerasNew England Capital Financial Advisors LLC · Certified Financial Planner
- Bosmat CohenEdward Jones · Certified Financial Planner
- James C. CombsCetera Investment Advisers LLC · Certified Financial Planner
- Charles M. Green IIISpringboard Asset Management LLC · Certified Financial Planner
- Rebecca D. GreenSpringboard Asset Management LLC · Certified Financial Planner
- Danielle F. HouleCommonwealth Financial Network · Certified Financial Planner
- Christopher M. LeeNew England Capital Financial Advisors LLC · Certified Financial Planner
- Marc A. LennonCommonwealth Financial Network · Certified Financial Planner
- Ann Marie OconeNew England Capital Financial Advisors LLC · Certified Financial Planner
- Ketan B. ShahRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Scott R. TansleyWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Matthew TeelTlg Advisors, Inc. · Certified Financial Planner
- Edwin A. TothLPL Financial LLC · Certified Financial Planner
- Liam J. WallaceNew England Capital Financial Advisors LLC · Certified Financial Planner
Firms with the most CFP professionals in Cheshire
New England Capital Financial Advisors LLC 5Commonwealth Financial Network 3Springboard Asset Management LLC 2Tlg Advisors, Inc. 2Cetera Investment Advisers LLC 1Edward Jones 1LPL Financial LLC 1Osaic Wealth, Inc. 1Raymond James Financial Services Advisors, Inc. 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 19Avon 17Hartford 14Mystic 14Essex 13Guilford 13Darien 12Milford 12North Haven 12Ridgefield 12Danbury 11Southbury 11Norwalk 8Southport 8Wethersfield 8
Questions
How many CFP financial advisors are in Cheshire, CT?
18 SEC-registered investment adviser representatives at firm offices in Cheshire, Connecticut list the CFP designation; New England Capital Financial Advisors LLC employs the most of them (5).
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 Cheshire?
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.