Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Greenville, DE
Every SEC-registered financial advisor at a firm office in Greenville who lists the Certified Financial Planner designation, A to Z.
17 CFP professionals work in Greenville; the most are at Investment Management & Planning LLC (3). 15 are also registered broker representatives.
CFP advisors in Greenville, A to Z
Every advisor in Greenville →- John M. AboodInvestment Management & Planning LLC · Certified Financial Planner
- Andrew R. AlcareseJanney Montgomery Scott LLC · Certified Financial Planner
- Lauren AnastasioSofi Wealth LLC · Certified Financial Planner
- Paul L. BechlyMorgan Stanley · Certified Financial Planner, Chartered Financial Analyst
- Caroline M. ChahalisUBS Financial Services Inc. · Certified Financial Planner
- Thomas J. DanielsCreative Planning · Certified Financial Planner
- Cecelia DuganWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Andrew J. HessCreative Planning · Certified Financial Planner
- Matthew E. LagoyJanney Montgomery Scott LLC · Certified Financial Planner
- Timothy A. LynchStrategic Advisers LLC · Certified Financial Planner
- Jeffrey H. MacdonaldInvestment Management & Planning LLC · Certified Financial Planner, Chartered Financial Consultant
- Howard C. RichardsonInvestment Management & Planning LLC · Certified Financial Planner
- Brennan C. ThompsonRaymond James & Associates, Inc. · Certified Financial Planner
- Eric P. Van HoutenStrategic Advisers LLC · Certified Financial Planner
- Arta VitoloWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- James R. WallsStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Colleen WeaverWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
Firms with the most CFP professionals in Greenville
Investment Management & Planning LLC 3Wells Fargo Advisors Financial Network, LLC 3Creative Planning 2Janney Montgomery Scott LLC 2Strategic Advisers LLC 2Morgan Stanley 1Raymond James & Associates, Inc. 1Sofi Wealth LLC 1Stifel, Nicolaus & Company, Incorporated 1UBS Financial Services Inc. 1
CFP advisors in other Delaware cities
All of Delaware →Wilmington 74Newark 21Lewes 12Hockessin 10Rehoboth Beach 10Dover 7Georgetown 3
Questions
How many CFP financial advisors are in Greenville, DE?
17 SEC-registered investment adviser representatives at firm offices in Greenville, Delaware list the CFP designation; Investment Management & Planning LLC 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 Greenville?
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.