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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Germantown, MD

Every SEC-registered financial advisor at a firm office in Germantown who lists the Certified Financial Planner designation, A to Z.

5 CFP professionals work in Germantown; the most are at Chauche & Associates LLC (1). 3 are also registered broker representatives.

CFP advisors in Germantown, A to Z

Every advisor in Germantown →
  • Ruben BanerjeeRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Philip A. ChaucheChauche & Associates LLC · Certified Financial Planner, Chartered Financial Analyst
  • Alicija E. DearthKestra Advisory Services, LLC · Certified Financial Planner
  • Paul A. SortinoEquity Services, Inc. · Certified Financial Planner
  • Jeffrey W. YeakleMy Wealth Management, Inc. · Certified Financial Planner, Chartered Financial Consultant

Firms with the most CFP professionals in Germantown

Chauche & Associates LLC 1Equity Services, Inc. 1Kestra Advisory Services, LLC 1My Wealth Management, Inc. 1Raymond James Financial Services Advisors, Inc. 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 Germantown, MD?

5 SEC-registered investment adviser representatives at firm offices in Germantown, Maryland list the CFP designation; Chauche & Associates LLC employs the most of them (1).

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 Germantown?

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.