Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Frederick, MD
Every SEC-registered financial advisor at a firm office in Frederick who lists the Certified Financial Planner designation, A to Z.
32 CFP professionals work in Frederick; the most are at Edward Jones (4). 23 are also registered broker representatives.
CFP advisors in Frederick, A to Z
Every advisor in Frederick →- Mohammad AmerVoya Financial Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Juan A. BarrowesPNC Wealth Management LLC · Certified Financial Planner
- Robert D. BrillPNC Wealth Management LLC · Certified Financial Planner
- Dario A. CavazosEdward Jones · Certified Financial Planner
- William M. CoffeyKestra Advisory Services, LLC · Certified Financial Planner
- Anneliese J. D'SouzaCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Gabriella T. DamianoEdward Jones · Certified Financial Planner
- Lisa DewingOsaic Wealth, Inc. · Certified Financial Planner
- Benjamin H. DorseyAnalog Capital Partners LLC · Certified Financial Planner, Personal Financial Specialist
- Scott H. GeisbertLPL Financial LLC · Certified Financial Planner
- William J. HeilTurning Point Financial · Certified Financial Planner
- Frank A. JarboeKestra Advisory Services, LLC · Certified Financial Planner
- Jennifer L. JohnsonCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Toby S. KlineLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Lee R. KramerOsaic Wealth, Inc. · Certified Financial Planner
- Kurt A. LalomiaTurning Point Financial · Certified Financial Planner
- Matthew P. LincolnCadence Planning, LLC · Certified Financial Planner
- Ivan Magalhaes Dos SantosKestra Advisory Services, LLC · Certified Financial Planner
- Christian H. McCullough IIIStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Sean A. MooreMoore Wealth · Certified Financial Planner
- Shabri G. MooreMoore Wealth · Certified Financial Planner
- John NorbergLPL Financial LLC · Certified Financial Planner
- Matthew OwensEdward Jones · Certified Financial Planner
- Matthew ParmeleeStrategic Advisers LLC · Certified Financial Planner
- Richard A. PencekLPL Financial LLC · Certified Financial Planner
- Hunter M. RomanoffEdward Jones · Certified Financial Planner
- Brian L. RunklesVeridian Capital Partners · Certified Financial Planner
- Timothy M. StolzBestgate Wealth Advisors, LLC · Certified Financial Planner
- Jeremiah C. ThompsonOsaic Wealth, Inc. · Certified Financial Planner
- Gregory S. WillBestgate Wealth Advisors, LLC · Certified Financial Planner
- Henry R. WixonPNC Wealth Management LLC · Certified Financial Planner
- Leah I. WoodlyDorval & Chorne Financial Advisors · Certified Financial Planner
Firms with the most CFP professionals in Frederick
Edward Jones 4LPL Financial LLC 4Kestra Advisory Services, LLC 3Osaic Wealth, Inc. 3PNC Wealth Management LLC 3Bestgate Wealth Advisors, LLC 2Cambridge Investment Research Advisors, Inc. 2Moore Wealth 2Turning Point Financial 2Analog Capital Partners LLC 1Cadence Planning, LLC 1Dorval & Chorne Financial Advisors 1Stifel, Nicolaus & Company, Incorporated 1Strategic Advisers LLC 1Veridian Capital Partners 1
CFP advisors in other Maryland cities
All of Maryland →Bethesda 154Hunt Valley 91Rockville 85Annapolis 79Owings Mills 65Towson 64Columbia 63Baltimore 62Timonium 35Bel Air 30Lutherville 22Gaithersburg 21Chevy Chase 17Ellicott City 16Severna Park 16Potomac 15Westminster 15North Bethesda 14Salisbury 13Bowie 11Linthicum Heights 11Easton 10Silver Spring 10Edgewater 9
Questions
How many CFP financial advisors are in Frederick, MD?
32 SEC-registered investment adviser representatives at firm offices in Frederick, Maryland list the CFP designation; Edward Jones 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 Frederick?
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.