Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Brunswick, ME
Every SEC-registered financial advisor at a firm office in Brunswick who lists the Certified Financial Planner designation, A to Z.
3 CFP professionals work in Brunswick; the most are at Commonwealth Financial Network (2). 3 are also registered broker representatives.
CFP advisors in Brunswick, A to Z
Every advisor in Brunswick →- Thomas C. CarrEdward Jones · Certified Financial Planner
- Sarah J. HalpinCommonwealth Financial Network · Certified Financial Planner
- Joel G. OuelletteCommonwealth Financial Network · Certified Financial Planner
Firms with the most CFP professionals in Brunswick
CFP advisors in other Maine cities
All of Maine →Portland 58Bangor 11Falmouth 8South Portland 7Scarborough 6Kennebunk 5Waterville 5Westbrook 5Auburn 3Camden 3Ellsworth 3
Questions
How many CFP financial advisors are in Brunswick, ME?
3 SEC-registered investment adviser representatives at firm offices in Brunswick, Maine list the CFP designation; Commonwealth Financial Network 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 Brunswick?
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.