Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Saco, ME
Every SEC-registered financial advisor at a firm office in Saco who lists the Certified Financial Planner designation, A to Z.
2 CFP professionals work in Saco; the most are at Money Concepts Capital Corp. (1). 1 are also registered broker representatives.
CFP advisors in Saco, A to Z
Every advisor in Saco →- Edward C. Mathews IIIMoney Concepts Capital Corp. · Certified Financial Planner
- Nicholas J. ParzychParzych Financial Planning, LLC · Certified Financial Planner
Firms with the most CFP professionals in Saco
Money Concepts Capital Corp. 1Parzych Financial Planning, 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 Saco, ME?
2 SEC-registered investment adviser representatives at firm offices in Saco, Maine list the CFP designation; Money Concepts Capital Corp. 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 Saco?
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.