Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in North Haven, CT
Every SEC-registered financial advisor at a firm office in North Haven who lists the Certified Financial Planner designation, A to Z.
12 CFP professionals work in North Haven; the most are at Ameriprise Financial Services, LLC (2). 8 are also registered broker representatives.
CFP advisors in North Haven, A to Z
Every advisor in North Haven →- Charles B. CarrollEdward Jones · Certified Financial Planner
- Susan L. CooperCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Joseph B. DedomenicoCommonwealth Financial Network · Certified Financial Planner
- Michael D. FerreiraAmeriprise Financial Services, LLC · Certified Financial Planner
- Stephen T. FordyceSanctuary Advisors, LLC · Certified Financial Planner
- Frank C. GermanoOsaic Wealth, Inc. · Certified Financial Planner
- Margo HillAmeriprise Financial Services, LLC · Certified Financial Planner
- Alex L. MadlenerDick Hutchinson Registered Investment Advisor · Certified Financial Planner
- Ryan R. MorrisseyMorrissey Wealth Management LLC · Certified Financial Planner
- Paul T. MorroneGreat Valley Advisor Group, LLC · Certified Financial Planner
- Joseph F. SchreckBelpointe Asset Management LLC · Certified Financial Planner
- Hons M. YuLPL Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in North Haven
Ameriprise Financial Services, LLC 2Belpointe Asset Management LLC 1Cambridge Investment Research Advisors, Inc. 1Commonwealth Financial Network 1Dick Hutchinson Registered Investment Advisor 1Edward Jones 1Great Valley Advisor Group, LLC 1LPL Financial LLC 1Morrissey Wealth Management LLC 1Open Circle Wealth Partners 1Osaic Wealth, Inc. 1Sanctuary Advisors, 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 13Guilford 13Darien 12Milford 12Ridgefield 12Danbury 11Southbury 11Norwalk 8Southport 8Wethersfield 8
Questions
How many CFP financial advisors are in North Haven, CT?
12 SEC-registered investment adviser representatives at firm offices in North Haven, Connecticut list the CFP designation; Ameriprise Financial Services, 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 North Haven?
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.