Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Milford, CT
Every SEC-registered financial advisor at a firm office in Milford who lists the Certified Financial Planner designation, A to Z.
12 CFP professionals work in Milford; the most are at LPL Financial LLC (5). 8 are also registered broker representatives.
CFP advisors in Milford, A to Z
Every advisor in Milford →- Eddy K. AgyemanConnecticut Capital Management Group, LLC · Certified Financial Planner
- Mario D. BartoliLPL Financial LLC · Certified Financial Planner
- Richard J. CliffordLPL Financial LLC · Certified Financial Planner
- Jeffrey M. CostaLPL Financial LLC · Certified Financial Planner
- Dana R. MascaloCoastal Bridge Advisors · Certified Financial Planner
- Michael E. MessinaCommonwealth Financial Network · Certified Financial Planner
- Brian E. MolesEdward Jones · Certified Financial Planner
- Brian D. ParkeConnecticut Capital Management Group, LLC · Certified Financial Planner
- Brandon S. PepeLPL Financial LLC · Certified Financial Planner
- Lise M. RobinsonCoastal Bridge Advisors · Certified Financial Planner
- Brian P. SkinnerLPL Financial LLC · Certified Financial Planner
- Marc J. ZanghiCambridge Investment Research Advisors, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Milford
LPL Financial LLC 5Coastal Bridge Advisors 2Connecticut Capital Management Group, LLC 2Cambridge Investment Research Advisors, Inc. 1Commonwealth Financial Network 1Edward Jones 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 13Guilford 13Darien 12North Haven 12Ridgefield 12Danbury 11Southbury 11Norwalk 8Southport 8Wethersfield 8
Questions
How many CFP financial advisors are in Milford, CT?
12 SEC-registered investment adviser representatives at firm offices in Milford, Connecticut list the CFP designation; LPL Financial 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 Milford?
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.