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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Hunt Valley, MD

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

91 CFP professionals work in Hunt Valley; the most are at Osaic Wealth, Inc. (13). 56 are also registered broker representatives.

CFP advisors in Hunt Valley, A to Z

Every advisor in Hunt Valley →

Firms with the most CFP professionals in Hunt Valley

Osaic Wealth, Inc. 13Financial Consulate 9RBC Capital Markets, LLC 8Sc&H Wealth 8Verdence Capital Advisors, LLC 7Wells Fargo Advisors Financial Network, LLC 6MML Investors Services, LLC 4Morgan Stanley 4Raymond James Financial Services Advisors, Inc. 4Focus Partners Wealth, LLC 3The Marshall Financial Group LLC 3Janney Montgomery Scott LLC 2LPL Enterprise, LLC 2LPL Financial LLC 2Park Avenue Securities LLC 2

CFP advisors in other Maryland cities

All of Maryland →

Bethesda 154Rockville 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 10Edgewater 9

Questions

How many CFP financial advisors are in Hunt Valley, MD?

91 SEC-registered investment adviser representatives at firm offices in Hunt Valley, Maryland list the CFP designation; Osaic Wealth, Inc. employs the most of them (13).

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 Hunt Valley?

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.