Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Cumberland, MD
Every SEC-registered financial advisor at a firm office in Cumberland who lists the Certified Financial Planner designation, A to Z.
7 CFP professionals work in Cumberland; the most are at Cbiz Investment Advisory Services, LLC (2). 7 are also registered broker representatives.
CFP advisors in Cumberland, A to Z
Every advisor in Cumberland →- Kristina R. DunnProspera Financial Services, Inc. · Certified Financial Planner
- Robin R. ForemanProspera Financial Services, Inc. · Certified Financial Planner
- Adam S. MabeeEdward Jones · Certified Financial Planner
- Christopher T. MathewsWells Fargo Clearing Services, LLC · Certified Financial Planner
- Todd C. PylesCbiz Investment Advisory Services, LLC · Certified Financial Planner
- John R. Smyth Jr.Cbiz Investment Advisory Services, LLC · Certified Financial Planner, Personal Financial Specialist
- Patsy A. StullenbargerLPL Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in Cumberland
Cbiz Investment Advisory Services, LLC 2Prospera Financial Services, Inc. 2Edward Jones 1LPL Financial LLC 1Wells Fargo Clearing Services, 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 Cumberland, MD?
7 SEC-registered investment adviser representatives at firm offices in Cumberland, Maryland list the CFP designation; Cbiz Investment Advisory Services, LLC 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 Cumberland?
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.