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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Georgetown, DE

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

3 CFP professionals work in Georgetown; the most are at Ballast Financial Advisors, LLC (1). 2 are also registered broker representatives.

CFP advisors in Georgetown, A to Z

Every advisor in Georgetown →

Firms with the most CFP professionals in Georgetown

Ballast Financial Advisors, LLC 1Cetera Investment Advisers LLC 1LPL Financial LLC 1

CFP advisors in other Delaware cities

All of Delaware →

Wilmington 74Newark 21Greenville 17Lewes 12Hockessin 10Rehoboth Beach 10Dover 7

Questions

How many CFP financial advisors are in Georgetown, DE?

3 SEC-registered investment adviser representatives at firm offices in Georgetown, Delaware list the CFP designation; Ballast Financial Advisors, 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 Georgetown?

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.