Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Edgewater, MD
Every SEC-registered financial advisor at a firm office in Edgewater who lists the Certified Financial Planner designation, A to Z.
9 CFP professionals work in Edgewater; the most are at Edward Jones (2). 5 are also registered broker representatives.
CFP advisors in Edgewater, A to Z
Every advisor in Edgewater →- Crystal S. BarkerEdward Jones · Certified Financial Planner
- Andrea G. BeegleLPL Financial LLC · Certified Financial Planner
- Raymond L. Gazelle Jr.Raymond L. Gazelle Jr. · Certified Financial Planner
- Elizabeth G. GilletteCurio Wealth, LLC · Certified Financial Planner
- Yashar GogerdchiCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- David B. GoughLPL Financial LLC · Certified Financial Planner
- Mark T. HumphriesSentinel Financial Planning, LLC · Certified Financial Planner
- Karen B. Steppler-KriegEdward Jones · Certified Financial Planner
- Elizabeth C. YoderDependent Financial Planning · Certified Financial Planner
Firms with the most CFP professionals in Edgewater
Edward Jones 2LPL Financial LLC 2Cambridge Investment Research Advisors, Inc. 1Curio Wealth, LLC 1Dependent Financial Planning 1Raymond L. Gazelle Jr. 1Sentinel Financial Planning, 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 Edgewater, MD?
9 SEC-registered investment adviser representatives at firm offices in Edgewater, Maryland list the CFP designation; Edward Jones 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 Edgewater?
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.