Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Newark, DE
Every SEC-registered financial advisor at a firm office in Newark who lists the Certified Financial Planner designation, A to Z.
21 CFP professionals work in Newark; the most are at Cetera Investment Advisers LLC (7). 14 are also registered broker representatives.
CFP advisors in Newark, A to Z
Every advisor in Newark →- Andrew M. BakerCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- William G. BrennanOsaic Wealth, Inc. · Certified Financial Planner
- Richard T. CookMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Stephen C. DevlinCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- John R. GarnerBlack Arrow Capital LLC · Certified Financial Planner, Chartered Financial Consultant
- Marc A. HansenJpl Asset Management And Planning, LLC · Certified Financial Planner
- Stephen L. HydeHfm Investment Advisors, Inc. · Certified Financial Planner
- Amy Leanne B. KeachAmeriprise Financial Services, LLC · Certified Financial Planner
- Thomas M. LaroccaJpl Asset Management And Planning, LLC · Certified Financial Planner, Chartered Financial Consultant
- Kelly A. MeccaPrivate Advisor Group, LLC · Certified Financial Planner
- Kurt R. MillerWells Fargo Clearing Services, LLC · Certified Financial Planner
- Eric J. O'NeillCetera Investment Advisers LLC · Certified Financial Planner
- Allison M. OberembtCetera Investment Advisers LLC · Certified Financial Planner
- Gary L. PetersMML Investors Services, LLC · Certified Financial Planner
- Patrick M. RoganBlack Arrow Capital LLC · Certified Financial Planner
- Scott R. SnyderN1 Advisors · Certified Financial Planner, Chartered Financial Analyst
- Charles N. StalterCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Michael D. StamanDelaware Financial Planning, LLC · Certified Financial Planner
- Daniel D. StroudMML Investors Services, LLC · Certified Financial Planner
- Nicholas ValiCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Jacob K. YatesCetera Investment Advisers LLC · Certified Financial Planner
Firms with the most CFP professionals in Newark
Cetera Investment Advisers LLC 7MML Investors Services, LLC 3Black Arrow Capital LLC 2Jpl Asset Management And Planning, LLC 2Ameriprise Financial Services, LLC 1Delaware Financial Planning, LLC 1Hfm Investment Advisors, Inc. 1N1 Advisors 1Osaic Wealth, Inc. 1Private Advisor Group, LLC 1Wells Fargo Clearing Services, LLC 1
CFP advisors in other Delaware cities
All of Delaware →Wilmington 74Greenville 17Lewes 12Hockessin 10Rehoboth Beach 10Dover 7Georgetown 3
Questions
How many CFP financial advisors are in Newark, DE?
21 SEC-registered investment adviser representatives at firm offices in Newark, Delaware list the CFP designation; Cetera Investment Advisers LLC employs the most of them (7).
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 Newark?
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.