Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Bethany Beach, DE
Every SEC-registered financial advisor at a firm office in Bethany Beach who lists the Certified Financial Planner designation, A to Z.
2 CFP professionals work in Bethany Beach; the most are at Alphacore Capital LLC (1). 0 are also registered broker representatives.
CFP advisors in Bethany Beach, A to Z
Every advisor in Bethany Beach →- Robert S. Jeter IIBack Bay Financial Planning & Investments · Certified Financial Planner
- Edward G. SellaAlphacore Capital LLC · Certified Financial Planner, Personal Financial Specialist
Firms with the most CFP professionals in Bethany Beach
Alphacore Capital LLC 1Back Bay Financial Planning & Investments 1
CFP advisors in other Delaware cities
All of Delaware →Wilmington 74Newark 21Greenville 17Lewes 12Hockessin 10Rehoboth Beach 10Dover 7Georgetown 3
Questions
How many CFP financial advisors are in Bethany Beach, DE?
2 SEC-registered investment adviser representatives at firm offices in Bethany Beach, Delaware list the CFP designation; Alphacore Capital LLC employs the most of them (1).
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 Bethany Beach?
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.