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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Dover, DE

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

7 CFP professionals work in Dover; the most are at Csg Financial (2). 5 are also registered broker representatives.

CFP advisors in Dover, A to Z

Every advisor in Dover →

Firms with the most CFP professionals in Dover

Csg Financial 2LPL Financial LLC 2Edward Jones 1PNC Wealth Management LLC 1Vicus Capital, Inc. 1

CFP advisors in other Delaware cities

All of Delaware →

Wilmington 74Newark 21Greenville 17Lewes 12Hockessin 10Rehoboth Beach 10Georgetown 3

Questions

How many CFP financial advisors are in Dover, DE?

7 SEC-registered investment adviser representatives at firm offices in Dover, Delaware list the CFP designation; Csg Financial 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 Dover?

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.