Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Bangor, ME
Every SEC-registered financial advisor at a firm office in Bangor who lists the Certified Financial Planner designation, A to Z.
11 CFP professionals work in Bangor; the most are at Birchbrook (2). 4 are also registered broker representatives.
CFP advisors in Bangor, A to Z
Every advisor in Bangor →- Alexander J. BriggsOldfield Wealth Partners · Certified Financial Planner
- Jenifer L. ButlerBirchbrook · Certified Financial Planner, Chartered Financial Analyst
- Jean M. DeighanBirchbrook · Certified Financial Planner
- Mark A. ErhardtRBC Capital Markets, LLC · Certified Financial Planner
- Kyle T. GoupilleOldfield Wealth Partners · Certified Financial Planner
- Kirsten L. IsmailUBS Financial Services Inc. · Certified Financial Planner
- Chad W. KelleyMeans Wealth Management · Certified Financial Planner
- Bowen S. LearyMML Investors Services, LLC · Certified Financial Planner
- Laura E. LommlerEdward Jones · Certified Financial Planner
- Abigail T. MortonEp Wealth Advisors · Certified Financial Planner
- Caleb J. WarrenWarren Financial, LLC · Certified Financial Planner
Firms with the most CFP professionals in Bangor
Birchbrook 2Oldfield Wealth Partners 2Edward Jones 1Ep Wealth Advisors 1MML Investors Services, LLC 1Means Wealth Management 1RBC Capital Markets, LLC 1UBS Financial Services Inc. 1Warren Financial, LLC 1
CFP advisors in other Maine cities
All of Maine →Portland 58Falmouth 8South Portland 7Scarborough 6Kennebunk 5Waterville 5Westbrook 5Auburn 3Brunswick 3Camden 3Ellsworth 3
Questions
How many CFP financial advisors are in Bangor, ME?
11 SEC-registered investment adviser representatives at firm offices in Bangor, Maine list the CFP designation; Birchbrook 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 Bangor?
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.