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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Ashton, MD

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

4 CFP professionals work in Ashton; the most are at Concurrent Investment Advisors, LLC (3). 2 are also registered broker representatives.

CFP advisors in Ashton, A to Z

Every advisor in Ashton →
  • Deborah M. KellyConcurrent Investment Advisors, LLC · Certified Financial Planner
  • Robert A. NoyesLafayette Investments, Inc. · Certified Financial Planner
  • Bradley W. SchellConcurrent Investment Advisors, LLC · Certified Financial Planner
  • Todd M. WikeConcurrent Investment Advisors, LLC · Certified Financial Planner

Firms with the most CFP professionals in Ashton

Concurrent Investment Advisors, LLC 3Lafayette Investments, Inc. 1

CFP advisors in other Maryland cities

All of Maryland →

Bethesda 154Hunt Valley 91Rockville 85Annapolis 79Owings 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 10

Questions

How many CFP financial advisors are in Ashton, MD?

4 SEC-registered investment adviser representatives at firm offices in Ashton, Maryland list the CFP designation; Concurrent Investment Advisors, LLC employs the most of them (3).

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 Ashton?

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.