Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Bowie, MD
Every SEC-registered financial advisor at a firm office in Bowie who lists the Certified Financial Planner designation, A to Z.
11 CFP professionals work in Bowie; the most are at Commonwealth Financial Network (3). 10 are also registered broker representatives.
CFP advisors in Bowie, A to Z
Every advisor in Bowie →- Rochelle S. BrownEdward Jones · Certified Financial Planner
- Ernest Burley Jr.LPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Crystal D. DavisCetera Investment Advisers LLC · Certified Financial Planner
- William Gaines Jr.Widmann Financial Services · Certified Financial Planner
- Loren J. GlaserWesbanco Securities, Inc. · Certified Financial Planner
- Brian P. MacleanCommonwealth Financial Network · Certified Financial Planner
- Victor D. MaldonadoCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
- Dennis A. OparaugoCharles Schwab & Co., Inc. · Certified Financial Planner
- Kendall PaceEdward Jones · Certified Financial Planner
- Arden T. WidmannWidmann Financial Services · Certified Financial Planner
- Kevin Q. WilliamsIndependent Financial Group, LLC · Certified Financial Planner
Firms with the most CFP professionals in Bowie
Commonwealth Financial Network 3Edward Jones 2Widmann Financial Services 2Cetera Investment Advisers LLC 1Charles Schwab & Co., Inc. 1Independent Financial Group, LLC 1LPL Financial LLC 1Wesbanco Securities, 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 13Linthicum Heights 11Easton 10Silver Spring 10Edgewater 9
Questions
How many CFP financial advisors are in Bowie, MD?
11 SEC-registered investment adviser representatives at firm offices in Bowie, Maryland list the CFP designation; Commonwealth Financial Network 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 Bowie?
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.