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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Wallingford, CT

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

5 CFP professionals work in Wallingford; the most are at Raymond James Financial Services Advisors, Inc. (3). 4 are also registered broker representatives.

CFP advisors in Wallingford, A to Z

Every advisor in Wallingford →
  • Neil P. HarrisOne Mile Financial Planning, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Jeremy M. LoboRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Michael A. Mendillo Jr.Raymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Christopher W. PascaleRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Brendan R. Toomey Sr.Toomey Investment Management, Inc. · Certified Financial Planner

Firms with the most CFP professionals in Wallingford

Raymond James Financial Services Advisors, Inc. 3One Mile Financial Planning, LLC 1Toomey Investment Management, Inc. 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 12North Haven 12Ridgefield 12Danbury 11Southbury 11Norwalk 8Southport 8

Questions

How many CFP financial advisors are in Wallingford, CT?

5 SEC-registered investment adviser representatives at firm offices in Wallingford, Connecticut list the CFP designation; Raymond James Financial Services Advisors, Inc. employs the most of them (3).

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 Wallingford?

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.