Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Easton, MD
Every SEC-registered financial advisor at a firm office in Easton who lists the Certified Financial Planner designation, A to Z.
10 CFP professionals work in Easton; the most are at Morgan Stanley (2). 7 are also registered broker representatives.
CFP advisors in Easton, A to Z
Every advisor in Easton →- Martha CallahanFbb Capital Partners · Certified Financial Planner
- Thomas R. Campi Jr.Index Portfolio Tools Advisors · Certified Financial Planner
- Ronald J. FlohrMorgan Stanley · Certified Financial Planner
- Aaron M. GabrielianRBC Capital Markets, LLC · Certified Financial Planner
- Semene A. GildenMorgan Stanley · Certified Financial Planner, Chartered Financial Consultant
- David B. MillerRBC Capital Markets, LLC · Certified Financial Planner
- Wade OurslerRaymond James & Associates, Inc. · Certified Financial Planner
- Frances E. SpurryTred Avon Family Wealth, LLC · Certified Financial Planner
- Garrett A. ThriftRaymond James & Associates, Inc. · Certified Financial Planner
- Daniel W. TomlinsonFirst Command Advisory Services · Certified Financial Planner
Firms with the most CFP professionals in Easton
Morgan Stanley 2RBC Capital Markets, LLC 2Raymond James & Associates, Inc. 2Fbb Capital Partners 1First Command Advisory Services 1Index Portfolio Tools Advisors 1Tred Avon Family Wealth, 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 11Silver Spring 10Edgewater 9
Questions
How many CFP financial advisors are in Easton, MD?
10 SEC-registered investment adviser representatives at firm offices in Easton, Maryland list the CFP designation; Morgan Stanley 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 Easton?
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.