Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Bel Air, MD
Every SEC-registered financial advisor at a firm office in Bel Air who lists the Certified Financial Planner designation, A to Z.
30 CFP professionals work in Bel Air; the most are at The Kelly Group (6). 22 are also registered broker representatives.
CFP advisors in Bel Air, A to Z
Every advisor in Bel Air →- Jacob P. AdkinsThe Kelly Group · Certified Financial Planner
- Adrian AlbidressLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Chad T. ArringtonThe Kelly Group · Certified Financial Planner
- Ellie BockstieJanney Montgomery Scott LLC · Certified Financial Planner
- Jaimie K. CorcoranLPL Enterprise, LLC · Certified Financial Planner
- Timothy B. CurranCurran & Company Wealth Advisory · Certified Financial Planner
- Louis J. DefideltoCentaurus Financial, Inc. · Certified Financial Planner, Chartered Financial Consultant
- John C. Donohue IIIFounders Financial Securities LLC · Certified Financial Planner
- Michael D. EnglehartSteward Partners Investment Advisory, LLC · Certified Financial Planner
- David A. FlandersCommonwealth Financial Network · Certified Financial Planner
- Richard A. FletcherThe Kelly Group · Certified Financial Planner
- Corey P. FrankAllworth Financial, L.P. · Certified Financial Planner
- Lisa FulcoAllworth Financial, L.P. · Certified Financial Planner, Chartered Financial Consultant
- Jordan L. HeapsThe Kelly Group · Certified Financial Planner
- F. S. KeckMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Bryan E. KellyThe Kelly Group · Certified Financial Planner
- Brian E. KochRBC Capital Markets, LLC · Certified Financial Planner
- Thomas F. O'ConorWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Christopher J. OzazewskiJanney Montgomery Scott LLC · Certified Financial Planner
- Daniel A. PetroRBC Capital Markets, LLC · Certified Financial Planner
- Patrick A. PollardRBC Capital Markets, LLC · Certified Financial Planner
- Joshua J. PrattaTruist Advisory Services, Inc. · Certified Financial Planner
- George E. Smith IIIMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Autumn M. SowdersRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- David M. StaufferCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
- Aaron M. StephensonEdward Jones · Certified Financial Planner
- Ryan E. TownsleyTown Capital · Certified Financial Planner
- James M. WinnerJanney Montgomery Scott LLC · Certified Financial Planner
- Edward C. WitherspoonHolistic Private Wealth, LLC · Certified Financial Planner
- Charles R. WolpoffThe Kelly Group · Certified Financial Planner
Firms with the most CFP professionals in Bel Air
The Kelly Group 6Janney Montgomery Scott LLC 3RBC Capital Markets, LLC 3Allworth Financial, L.P. 2Commonwealth Financial Network 2Merrill Lynch, Pierce, Fenner & Smith Incorporated 2Centaurus Financial, Inc. 1Curran & Company Wealth Advisory 1Edward Jones 1Founders Financial Securities LLC 1Holistic Private Wealth, LLC 1LPL Enterprise, LLC 1LPL Financial LLC 1Raymond James Financial Services Advisors, Inc. 1Steward Partners Investment Advisory, LLC 1
CFP advisors in other Maryland cities
All of Maryland →Bethesda 154Hunt Valley 91Rockville 85Annapolis 79Owings Mills 65Towson 64Columbia 63Baltimore 62Timonium 35Frederick 32Lutherville 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 Bel Air, MD?
30 SEC-registered investment adviser representatives at firm offices in Bel Air, Maryland list the CFP designation; The Kelly Group employs the most of them (6).
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 Bel Air?
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.