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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Rockport, ME

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

1 CFP advisor work in Rockport; the most are at Birch Point Wealth Management LLC (1). 0 are also registered broker representatives.

CFP advisors in Rockport, A to Z

Every advisor in Rockport →
  • Brie E. PioBirch Point Wealth Management LLC · Certified Financial Planner

Firms with the most CFP professionals in Rockport

Birch Point Wealth Management LLC 1

CFP advisors in other Maine cities

All of Maine →

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

Questions

How many CFP financial advisors are in Rockport, ME?

1 SEC-registered investment adviser representatives at firm offices in Rockport, Maine list the CFP designation; Birch Point Wealth Management LLC employs the most of them (1).

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 Rockport?

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.