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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Cascade, MD

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

1 CFP advisor work in Cascade; the most are at Cetera Investment Advisers LLC (1). 1 are also registered broker representatives.

CFP advisors in Cascade, A to Z

Every advisor in Cascade →
  • Ryan M. FranksCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most CFP professionals in Cascade

Cetera Investment Advisers LLC 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 Cascade, MD?

1 SEC-registered investment adviser representatives at firm offices in Cascade, Maryland list the CFP designation; Cetera Investment Advisers LLC employs the most of them (1).

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 Cascade?

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.