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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Annapolis, MD

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

79 CFP professionals work in Annapolis; the most are at LPL Financial LLC (8). 50 are also registered broker representatives.

CFP advisors in Annapolis, A to Z

Every advisor in Annapolis →

Firms with the most CFP professionals in Annapolis

LPL Financial LLC 8Scarborough Capital Management 6Wells Fargo Clearing Services, LLC 6Foundation Wealth & Tax Advisors, LLC 4Wealthspire Advisors 4Mariner Independent 3Morgan Stanley 3RBC Capital Markets, LLC 3Raymond James Financial Services Advisors, Inc. 3Strategic Advisers LLC 3Wells Fargo Advisors Financial Network, LLC 3Cetera Investment Advisers LLC 2Valuewealth Services, LLC 21 North Wealth Services, LLC 1Accordant Advisory Group, Inc. 1

CFP advisors in other Maryland cities

All of Maryland →

Bethesda 154Hunt Valley 91Rockville 85Owings Mills 65Towson 64Columbia 63Baltimore 62Timonium 35Frederick 32Bel Air 30Lutherville 22Gaithersburg 21Chevy Chase 17Ellicott City 16Severna Park 16Potomac 15Westminster 15North Bethesda 14Salisbury 13Bowie 11Linthicum Heights 11Easton 10Silver Spring 10Edgewater 9

Questions

How many CFP financial advisors are in Annapolis, MD?

79 SEC-registered investment adviser representatives at firm offices in Annapolis, Maryland list the CFP designation; LPL Financial LLC employs the most of them (8).

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 Annapolis?

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.