Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Ellicott City, MD
Every SEC-registered financial advisor at a firm office in Ellicott City who lists the Certified Financial Planner designation, A to Z.
16 CFP professionals work in Ellicott City; the most are at Elite Income Advisors, Inc. (2). 3 are also registered broker representatives.
CFP advisors in Ellicott City, A to Z
Every advisor in Ellicott City →- Michael A. CammarataMML Investors Services, LLC · Certified Financial Planner
- Daniel J. ChattlerOsaic Wealth, Inc. · Certified Financial Planner
- Jonathon L. DefeoElite Income Advisors, Inc. · Certified Financial Planner
- Daniel W. DipesoElite Income Advisors, Inc. · Certified Financial Planner
- Bradley H. HartzelEdelman Financial Engines · Certified Financial Planner
- Norman D. HostetlerIntegrity Alliance, LLC. · Certified Financial Planner, Chartered Financial Consultant
- Philip E. Huber Jr.Hwa Financial Group · Certified Financial Planner
- Matthew G. KleinLee, Kelleher & Klein Wealth Management · Certified Financial Planner, Chartered Financial Analyst
- Daniel S. PereiraHwa Financial Group · Certified Financial Planner
- Tanya E. RapaczThe Advisory Group Of San Francisco, LLC · Certified Financial Planner
- Erin T. RogersNorthrock Partners, LLC · Certified Financial Planner
- Avanti ShetyeWealthwyzr, LLC · Certified Financial Planner, Chartered Financial Analyst
- Harry M. Slade IVAmeriprise Financial Services, LLC · Certified Financial Planner
- James G. SweetMai Capital Management, LLC · Certified Financial Planner
- Jordan S. WilsonBlueprint Wealth Management Inc. · Certified Financial Planner
- Brendon C. WorstCedar Spring Advisors, LLC · Certified Financial Planner
Firms with the most CFP professionals in Ellicott City
Elite Income Advisors, Inc. 2Hwa Financial Group 2Ameriprise Financial Services, LLC 1Blueprint Wealth Management Inc. 1Cedar Spring Advisors, LLC 1Edelman Financial Engines 1Integrity Alliance, LLC. 1Lee, Kelleher & Klein Wealth Management 1MML Investors Services, LLC 1Mai Capital Management, LLC 1Northrock Partners, LLC 1Osaic Wealth, Inc. 1The Advisory Group Of San Francisco, LLC 1Wealthwyzr, 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 17Severna Park 16Potomac 15Westminster 15North Bethesda 14Salisbury 13Bowie 11Linthicum Heights 11Easton 10Silver Spring 10Edgewater 9
Questions
How many CFP financial advisors are in Ellicott City, MD?
16 SEC-registered investment adviser representatives at firm offices in Ellicott City, Maryland list the CFP designation; Elite Income Advisors, Inc. 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 Ellicott City?
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.