Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Lewes, DE
Every SEC-registered financial advisor at a firm office in Lewes who lists the Certified Financial Planner designation, A to Z.
12 CFP professionals work in Lewes; the most are at Dakota Wealth, LLC (2). 6 are also registered broker representatives.
CFP advisors in Lewes, A to Z
Every advisor in Lewes →- Oliver D. BeckJanney Montgomery Scott LLC · Certified Financial Planner
- Joseph R. CalandraLPL Financial LLC · Certified Financial Planner
- Susan R. DamaskJanney Montgomery Scott LLC · Certified Financial Planner
- Orlando J. FerrerSavant Wealth Management · Certified Financial Planner
- Paul T. GordonTiaa-Cref Individual & Institutional Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Evan D. HineDakota Wealth, LLC · Certified Financial Planner
- Kirsten J. LopezMetz Capital Management LLC · Certified Financial Planner
- Sean D. MerlonghiDakota Wealth, LLC · Certified Financial Planner
- Kathleen M. RyanOsaic Wealth, Inc. · Certified Financial Planner
- Eric P. StoneEct Advisory, LLC · Certified Financial Planner
- Bradley L. Travis Jr.LPL Financial LLC · Certified Financial Planner
- Christopher W. VonlindenbergOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
Firms with the most CFP professionals in Lewes
Dakota Wealth, LLC 2Janney Montgomery Scott LLC 2LPL Financial LLC 2Osaic Wealth, Inc. 2Ect Advisory, LLC 1Metz Capital Management LLC 1Savant Wealth Management 1Tiaa-Cref Individual & Institutional Services, LLC 1
CFP advisors in other Delaware cities
All of Delaware →Wilmington 74Newark 21Greenville 17Hockessin 10Rehoboth Beach 10Dover 7Georgetown 3
Questions
How many CFP financial advisors are in Lewes, DE?
12 SEC-registered investment adviser representatives at firm offices in Lewes, Delaware list the CFP designation; Dakota Wealth, LLC 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 Lewes?
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.