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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in South Portland, ME

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

The short answer

7 CFP professionals work in South Portland; the most are at Independent Advisor Alliance, LLC (2). 4 are also registered broker representatives.

CFP advisors in South Portland, A to Z

Every advisor in South Portland →

Firms with the most CFP professionals in South Portland

Independent Advisor Alliance, LLC 2Richard Brothers, Financial Advisors 2Savant Wealth Management 2Cetera Investment Advisers LLC 1LPL Financial LLC 1Robinson Smith Wealth Advisors, LLC 1

CFP advisors in other Maine cities

All of Maine →

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

Questions

How many CFP financial advisors are in South Portland, ME?

7 SEC-registered investment adviser representatives at firm offices in South Portland, Maine list the CFP designation; Independent Advisor Alliance, 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 South 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.