Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Forest Hill, MD
Every SEC-registered financial advisor at a firm office in Forest Hill who lists the Certified Financial Planner designation, A to Z.
8 CFP professionals work in Forest Hill; the most are at Arkadios Wealth Advisors (4). 7 are also registered broker representatives.
CFP advisors in Forest Hill, A to Z
Every advisor in Forest Hill →- Brian A. AkersArkadios Wealth Advisors · Certified Financial Planner
- Jeffery L. AkersArkadios Wealth Advisors · Certified Financial Planner
- James J. Duffy IVLPL Enterprise, LLC · Certified Financial Planner
- Jeffrey M. JudgeGreat Valley Advisor Group, LLC · Certified Financial Planner, Chartered Financial Consultant
- Kirk W. KinderBastion Fiduciary · Certified Financial Planner
- Alexander J. MonkArkadios Wealth Advisors · Certified Financial Planner
- Stephen J. Pupa Jr.Commonwealth Financial Network · Certified Financial Planner
- Charles J. WetzelArkadios Wealth Advisors · Certified Financial Planner
Firms with the most CFP professionals in Forest Hill
Arkadios Wealth Advisors 4Bastion Fiduciary 1Commonwealth Financial Network 1Great Valley Advisor Group, 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 Forest Hill, MD?
8 SEC-registered investment adviser representatives at firm offices in Forest Hill, Maryland list the CFP designation; Arkadios Wealth Advisors employs the most of them (4).
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 Forest Hill?
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.