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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Kensington, MD

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

8 CFP professionals work in Kensington; the most are at Delta Financial Advisors, Inc. (2). 6 are also registered broker representatives.

CFP advisors in Kensington, A to Z

Every advisor in Kensington →
  • Peter K. BerneburgOsaic Wealth, Inc. · Certified Financial Planner
  • Beverly A. FischettiDelta Financial Advisors, Inc. · Certified Financial Planner
  • Kojo D. GyabaahAmeriprise Financial Services, LLC · Certified Financial Planner
  • Quinton Holton IIIHolton & Kosanke Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Holly P. MackayCetera Investment Advisers LLC · Certified Financial Planner
  • Megan MaddenDelta Financial Advisors, Inc. · Certified Financial Planner
  • Joseph McCarthyMercer Global Advisors Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Connor WhitcombStrategic Advisers LLC · Certified Financial Planner

Firms with the most CFP professionals in Kensington

Delta Financial Advisors, Inc. 2Ameriprise Financial Services, LLC 1Cetera Investment Advisers LLC 1Holton & Kosanke Wealth Management, LLC 1Mercer Global Advisors Inc. 1Osaic Wealth, Inc. 1Strategic Advisers LLC 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 Kensington, MD?

8 SEC-registered investment adviser representatives at firm offices in Kensington, Maryland list the CFP designation; Delta Financial Advisors, Inc. 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 Kensington?

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.