Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Washington D.C., DC
Every SEC-registered financial advisor at a firm office in Washington D.C. who lists the Certified Financial Planner designation, A to Z.
The short answer
2 CFP professionals work in Washington D.C.; the most are at Alliancebernstein L.P. (1). 1 are also registered broker representatives.
CFP advisors in Washington D.C., A to Z
Every advisor in Washington D.C. →- David P. GreeneAlliancebernstein L.P. · Certified Financial Planner
- John Weber IVCuri Capital, LLC · Certified Financial Planner
Firms with the most CFP professionals in Washington D.C.
Questions
How many CFP financial advisors are in Washington D.C., DC?
2 SEC-registered investment adviser representatives at firm offices in Washington D.C., District of Columbia list the CFP designation; Alliancebernstein L.P. 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 Washington D.C.?
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.