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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Farmington, CT

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

58 CFP professionals work in Farmington; the most are at Connecticut Wealth Management, LLC (25). 23 are also registered broker representatives.

CFP advisors in Farmington, A to Z

Every advisor in Farmington →

Firms with the most CFP professionals in Farmington

Connecticut Wealth Management, LLC 25Cambridge Investment Research Advisors, Inc. 4Park Avenue Securities LLC 4Sagebroadview Wealth Management, LLC 4Mjp Wealth Advisors 3RBC Capital Markets, LLC 3Essex Financial Services, Inc. 2Cetera Investment Advisers LLC 1Commonwealth Financial Network 1Cwm, LLC 1Edelman Financial Engines 1Haviland & Sams, LLC 1Integrity Alliance, LLC. 1LPL Enterprise, LLC 1LPL Financial LLC 1

CFP advisors in other Connecticut cities

All of Connecticut →

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

Questions

How many CFP financial advisors are in Farmington, CT?

58 SEC-registered investment adviser representatives at firm offices in Farmington, Connecticut list the CFP designation; Connecticut Wealth Management, LLC employs the most of them (25).

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 Farmington?

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.