Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Rehoboth Beach, DE
Every SEC-registered financial advisor at a firm office in Rehoboth Beach who lists the Certified Financial Planner designation, A to Z.
10 CFP professionals work in Rehoboth Beach; the most are at Bdfs Capital LLC (4). 5 are also registered broker representatives.
CFP advisors in Rehoboth Beach, A to Z
Every advisor in Rehoboth Beach →- Cameron G. FitzgeraldBdfs Capital LLC · Certified Financial Planner
- Scott P. MahoneyMutual Of Omaha Investor Services, Inc. · Certified Financial Planner
- Mark A. NehraBdfs Capital LLC · Certified Financial Planner
- Kevin W. OharaO'h Capital LLC · Certified Financial Planner
- Christopher A. OwensAlphacore Capital LLC · Certified Financial Planner
- Jeffrey T. PugliaBdfs Capital LLC · Certified Financial Planner
- Kenneth L. ReeseBdfs Capital LLC · Certified Financial Planner, Chartered Financial Consultant
- Todd A. RoselleAlphacore Capital LLC · Certified Financial Planner, Chartered Financial Consultant
- Cody N. SmithEdward Jones · Certified Financial Planner
- Karen M. WeardenLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
Firms with the most CFP professionals in Rehoboth Beach
Bdfs Capital LLC 4Alphacore Capital LLC 2Blue Rock Financial Group 1Edward Jones 1LPL Financial LLC 1Mutual Of Omaha Investor Services, Inc. 1O'h Capital LLC 1
CFP advisors in other Delaware cities
All of Delaware →Wilmington 74Newark 21Greenville 17Lewes 12Hockessin 10Dover 7Georgetown 3
Questions
How many CFP financial advisors are in Rehoboth Beach, DE?
10 SEC-registered investment adviser representatives at firm offices in Rehoboth Beach, Delaware list the CFP designation; Bdfs Capital LLC employs the most of them (4).
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 Rehoboth Beach?
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.