Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Crofton, MD
Every SEC-registered financial advisor at a firm office in Crofton who lists the Certified Financial Planner designation, A to Z.
The short answer
6 CFP professionals work in Crofton; the most are at Brightpath Wealth Advisors LLC (1). 5 are also registered broker representatives.
CFP advisors in Crofton, A to Z
Every advisor in Crofton →- Allison J. BrownBrightpath Wealth Advisors LLC · Certified Financial Planner
- Thomas J. Desiderio Jr.Kestra Advisory Services, LLC · Certified Financial Planner
- Jonathan C. GimperlingKcd Financial, Inc. · Certified Financial Planner
- David B. HartGreat Valley Advisor Group, LLC · Certified Financial Planner
- Matthew G. KoppelmanLPL Enterprise, LLC · Certified Financial Planner
- Stephen T. PerreaultIndependent Financial Group, LLC · Certified Financial Planner
Firms with the most CFP professionals in Crofton
Brightpath Wealth Advisors LLC 1Great Valley Advisor Group, LLC 1Independent Financial Group, LLC 1Kcd Financial, Inc. 1Kestra Advisory Services, LLC 1LPL Enterprise, 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 Crofton, MD?
6 SEC-registered investment adviser representatives at firm offices in Crofton, Maryland list the CFP designation; Brightpath Wealth Advisors 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 Crofton?
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.