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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Falmouth, ME

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

The short answer

8 CFP professionals work in Falmouth; the most are at Commonwealth Financial Network (4). 5 are also registered broker representatives.

CFP advisors in Falmouth, A to Z

Every advisor in Falmouth →

Firms with the most CFP professionals in Falmouth

Commonwealth Financial Network 4Ep Wealth Advisors 2Bolton Securities Corporation 1Maine Advisory Associates 1

CFP advisors in other Maine cities

All of Maine →

Portland 58Bangor 11South Portland 7Scarborough 6Kennebunk 5Waterville 5Westbrook 5Brunswick 3Camden 3Ellsworth 3

Questions

How many CFP financial advisors are in Falmouth, ME?

8 SEC-registered investment adviser representatives at firm offices in Falmouth, Maine list the CFP designation; Commonwealth Financial Network 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 Falmouth?

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.