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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Ellsworth, ME

Every SEC-registered financial advisor at a firm office in Ellsworth who lists the Certified Financial Planner designation, A to Z.

3 CFP professionals work in Ellsworth; the most are at Wealth Enhancement Advisory Services, LLC (2). 0 are also registered broker representatives.

CFP advisors in Ellsworth, A to Z

Every advisor in Ellsworth →
  • Ryan D. BartlettWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Vance B. GrayWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Paul E. PangburnGibson Financial Solutions, Inc. · Certified Financial Planner

Firms with the most CFP professionals in Ellsworth

Wealth Enhancement Advisory Services, LLC 2Gibson Financial Solutions, Inc. 1

CFP advisors in other Maine cities

All of Maine →

Portland 58Bangor 11Falmouth 8South Portland 7Scarborough 6Kennebunk 5Waterville 5Westbrook 5Auburn 3Brunswick 3Camden 3

Questions

How many CFP financial advisors are in Ellsworth, ME?

3 SEC-registered investment adviser representatives at firm offices in Ellsworth, Maine list the CFP designation; Wealth Enhancement Advisory Services, LLC 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 Ellsworth?

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.