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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Portland, ME

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

58 CFP professionals work in Portland; the most are at Strategic Advisers LLC (6). 27 are also registered broker representatives.

CFP advisors in Portland, A to Z

Every advisor in Portland →

Firms with the most CFP professionals in Portland

Strategic Advisers LLC 6Penobscot Financial Advisors 5R M Davis Inc. 5Bigelow Investment Advisors, LLC 4Corient 4Morgan Stanley 3RBC Capital Markets, LLC 3Cambridge Investment Research Advisors, Inc. 2Commonwealth Financial Network 2F L Putnam Investment Management Co. 2Great Diamond Partners, LLC 2LPL Financial LLC 2Steward Partners Investment Advisory, LLC 2Ameriprise Financial Services, LLC 1August Wealth Management 1

CFP advisors in other Maine cities

All of Maine →

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

Questions

How many CFP financial advisors are in Portland, ME?

58 SEC-registered investment adviser representatives at firm offices in Portland, Maine list the CFP designation; Strategic Advisers LLC employs the most of them (6).

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 Portland?

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.