Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Gaithersburg, MD
Every SEC-registered financial advisor at a firm office in Gaithersburg who lists the Certified Financial Planner designation, A to Z.
21 CFP professionals work in Gaithersburg; the most are at LPL Financial LLC (4). 13 are also registered broker representatives.
CFP advisors in Gaithersburg, A to Z
Every advisor in Gaithersburg →- Matthew L. BaconMai Capital Management, LLC · Certified Financial Planner
- Keith T. BarberisSteward Partners Investment Advisory, LLC · Certified Financial Planner
- Stephanie G. BigwoodGoldsborough Capital Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- James A. BradleyCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Heath ChavisCetera Investment Advisers LLC · Certified Financial Planner
- Richard ClonchPlanvest Financial, Inc. · Certified Financial Planner
- Kenneth A. DiehlCornerstone Financial Planning, Inc. · Certified Financial Planner
- Kevin E. ForkinCharles Schwab & Co., Inc. · Certified Financial Planner
- Phillip GarrettMai Capital Management, LLC · Certified Financial Planner
- Stephanie B. McGeeverAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Michael T. MoriartyStrategic Advisers LLC · Certified Financial Planner
- Hang T. NguyenUnited Planners' Financial Services Of America A Limited Partner · Certified Financial Planner
- Carmen M. PelusoEdward Jones · Certified Financial Planner
- Rajat V. RajanLPL Financial LLC · Certified Financial Planner
- Sandeep S. SainiPlanvest Financial, Inc. · Certified Financial Planner
- Thomas D. SearlesLPL Financial LLC · Certified Financial Planner
- James H. StewartMai Capital Management, LLC · Certified Financial Planner
- John F. StohlmanLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Laura S. StohlmanLPL Financial LLC · Certified Financial Planner
- Morgan P. TesterMai Capital Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Brandon K. WesterfieldCharles Schwab & Co., Inc. · Certified Financial Planner, Chartered Financial Consultant
Firms with the most CFP professionals in Gaithersburg
LPL Financial LLC 4Mai Capital Management, LLC 4Charles Schwab & Co., Inc. 2Planvest Financial, Inc. 2Ameriprise Financial Services, LLC 1Cambridge Investment Research Advisors, Inc. 1Cetera Investment Advisers LLC 1Cornerstone Financial Planning, Inc. 1Edward Jones 1Goldsborough Capital Management, LLC 1Steward Partners Investment Advisory, LLC 1Strategic Advisers LLC 1United Planners' Financial Services Of America A Limited Partner 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 22Chevy 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 Gaithersburg, MD?
21 SEC-registered investment adviser representatives at firm offices in Gaithersburg, Maryland list the CFP designation; LPL Financial LLC 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 Gaithersburg?
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.