Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Hagerstown, MD
Every SEC-registered financial advisor at a firm office in Hagerstown who lists the Certified Financial Planner designation, A to Z.
8 CFP professionals work in Hagerstown; the most are at Wealth Enhancement Advisory Services, LLC (2). 7 are also registered broker representatives.
CFP advisors in Hagerstown, A to Z
Every advisor in Hagerstown →- David M. AbelesWells Fargo Clearing Services, LLC · Certified Financial Planner
- William R. Abeles Jr.Wells Fargo Clearing Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Cortnie B. BeaverLPL Financial LLC · Certified Financial Planner
- Mitchell P. BelellaWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Jeffrey A. BowersPlan2retire · Certified Financial Planner
- Nathanael D. HanftWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- William C. HolzapfelMorgan Stanley · Certified Financial Planner
- Kathleen S. SchwartzEdward Jones · Certified Financial Planner, Chartered Financial Consultant
Firms with the most CFP professionals in Hagerstown
Wealth Enhancement Advisory Services, LLC 2Wells Fargo Clearing Services, LLC 2Edward Jones 1LPL Financial LLC 1Morgan Stanley 1Plan2retire 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 Hagerstown, MD?
8 SEC-registered investment adviser representatives at firm offices in Hagerstown, Maryland list the CFP designation; Wealth Enhancement Advisory Services, LLC 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 Hagerstown?
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.