Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Guilford, CT
Every SEC-registered financial advisor at a firm office in Guilford who lists the Certified Financial Planner designation, A to Z.
13 CFP professionals work in Guilford; the most are at Grey Ledge Advisors, LLC (2). 7 are also registered broker representatives.
CFP advisors in Guilford, A to Z
Every advisor in Guilford →- Radford E. BrogdenCompass Wealth Management LLC · Certified Financial Planner
- Gregory J. CaturanoMML Investors Services, LLC · Certified Financial Planner
- Jade W. ClarkCetera Investment Advisers LLC · Certified Financial Planner
- Mark A. DelgregoMML Investors Services, LLC · Certified Financial Planner
- Joseph T. DepatieDiastole Wealth Management · Certified Financial Planner, Chartered Financial Analyst
- John DuszaWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Mark A. FezzaLPL Financial LLC · Certified Financial Planner
- Jorge JacomeWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Sally A. KennedyReal Financial Planning, LLC · Certified Financial Planner
- William H. Leete Jr.Monte Financial Group, LLC · Certified Financial Planner
- Anthony F. MorgilloGrey Ledge Advisors, LLC · Certified Financial Planner
- Michael O. SchulitzGrey Ledge Advisors, LLC · Certified Financial Planner
- Wayne A. StaschkeLPL Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in Guilford
Grey Ledge Advisors, LLC 2LPL Financial LLC 2MML Investors Services, LLC 2Wells Fargo Advisors Financial Network, LLC 2Cetera Investment Advisers LLC 1Compass Wealth Management LLC 1Diastole Wealth Management 1Monte Financial Group, LLC 1Real Financial Planning, 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 14Essex 13Darien 12Milford 12North Haven 12Ridgefield 12Danbury 11Southbury 11Norwalk 8Southport 8Wethersfield 8
Questions
How many CFP financial advisors are in Guilford, CT?
13 SEC-registered investment adviser representatives at firm offices in Guilford, Connecticut list the CFP designation; Grey Ledge Advisors, LLC employs the most of them (2).
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 Guilford?
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.