Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Chevy Chase, MD
Every SEC-registered financial advisor at a firm office in Chevy Chase who lists the Certified Financial Planner designation, A to Z.
17 CFP professionals work in Chevy Chase; the most are at Intervest Ltd. (2). 8 are also registered broker representatives.
CFP advisors in Chevy Chase, A to Z
Every advisor in Chevy Chase →- Sergio F. Abarca FuentePersonal Financial Partners · Certified Financial Planner
- John L. Bowles Jr.Intervest Ltd. · Certified Financial Planner
- Neil A. CainLPL Financial LLC · Certified Financial Planner
- Andrea L. DykesTlg Advisors, Inc. · Certified Financial Planner
- Matthew D. GelfandPrinceton Global Asset Management LLC · Certified Financial Planner, Chartered Financial Analyst
- Megan L. HaydenTritonpoint Partners, LLC · Certified Financial Planner
- Erich M. ImphongX Advisors, LLC · Certified Financial Planner
- Cora M. IngrimUnited Planners' Financial Services Of America A Limited Partner · Certified Financial Planner, Chartered Financial Analyst
- Carolyn NunezIthaka Financial Planning, LLC · Certified Financial Planner
- Christopher H. RhimGreen View Advisors LLC · Certified Financial Planner
- Atricia J. RobertsKestra Advisory Services, LLC · Certified Financial Planner
- Steven S. RossRBC Capital Markets, LLC · Certified Financial Planner
- Matthew C. SanchezTritonpoint Partners, LLC · Certified Financial Planner
- Richard H. SchoenfeldIntervest Ltd. · Certified Financial Planner
- Jessica M. ScottCarderock Capital Management, Inc. · Certified Financial Planner
- Taylor E. StewartRBC Capital Markets, LLC · Certified Financial Planner
- Gregory S. WagnerEdward Jones · Certified Financial Planner, Chartered Financial Consultant
Firms with the most CFP professionals in Chevy Chase
Intervest Ltd. 2RBC Capital Markets, LLC 2Tritonpoint Partners, LLC 2Carderock Capital Management, Inc. 1Edward Jones 1Green View Advisors LLC 1Ithaka Financial Planning, LLC 1Kestra Advisory Services, LLC 1LPL Financial LLC 1Personal Financial Partners 1Princeton Global Asset Management LLC 1Tlg Advisors, Inc. 1United Planners' Financial Services Of America A Limited Partner 1X Advisors, 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 21Ellicott City 16Severna Park 16Potomac 15Westminster 15North Bethesda 14Salisbury 13Bowie 11Linthicum Heights 11Easton 10Silver Spring 10Edgewater 9
Questions
How many CFP financial advisors are in Chevy Chase, MD?
17 SEC-registered investment adviser representatives at firm offices in Chevy Chase, Maryland list the CFP designation; Intervest Ltd. employs the most of them (2).
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 Chevy Chase?
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.