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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Essex, CT

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

13 CFP professionals work in Essex; the most are at Essex Financial Services, Inc. (6). 3 are also registered broker representatives.

CFP advisors in Essex, A to Z

Every advisor in Essex →

Firms with the most CFP professionals in Essex

Essex Financial Services, Inc. 6Jeffrey N. Mehler, Cfp LLC 3Cambridge Investment Research Advisors, Inc. 1Kestra Advisory Services, LLC 1Sound Planning And Investments, LLC 1Sullivan Financial, LLC 1

CFP advisors in other Connecticut cities

All of Connecticut →

Stamford 103West Hartford 79Glastonbury 67Farmington 58Shelton 39Fairfield 37Westport 37Greenwich 26New Haven 20Madison 19Cheshire 18Avon 17Hartford 14Mystic 14Guilford 13Darien 12Milford 12North Haven 12Ridgefield 12Danbury 11Southbury 11Norwalk 8Southport 8Wethersfield 8

Questions

How many CFP financial advisors are in Essex, CT?

13 SEC-registered investment adviser representatives at firm offices in Essex, Connecticut list the CFP designation; Essex Financial Services, Inc. employs the most of them (6).

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 Essex?

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.