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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Westbrook, ME

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

5 CFP professionals work in Westbrook; the most are at Cetera Investment Advisers LLC (2). 4 are also registered broker representatives.

CFP advisors in Westbrook, A to Z

Every advisor in Westbrook →
  • Sarah T. CyrOsaic Wealth, Inc. · Certified Financial Planner
  • Joseph C. GallantCetera Investment Advisers LLC · Certified Financial Planner
  • James A. GarlandCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • Marta HaydymSilver Accounting Service Inc. Dba Silver Financial Service · Certified Financial Planner
  • David C. PereiraMwa Financial Services Inc. · Certified Financial Planner

Firms with the most CFP professionals in Westbrook

Cetera Investment Advisers LLC 2Mwa Financial Services Inc. 1Osaic Wealth, Inc. 1Silver Accounting Service Inc. Dba Silver Financial Service 1

CFP advisors in other Maine cities

All of Maine →

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

Questions

How many CFP financial advisors are in Westbrook, ME?

5 SEC-registered investment adviser representatives at firm offices in Westbrook, Maine list the CFP designation; Cetera Investment Advisers 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 Westbrook?

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.