Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
WM Who Wears the Cost?WM WealthStack Roundup: Syntax Integrates With Schwab's iRebal to Streamline Direct IndexingFP Independents lag on AI. Here's how they can catch upSEC SEC Announces Fiscal Year 2027 Examination PrioritiesWSR The Rise Of The Fractional Family OfficeIN Fintech bytes: SEI, FinTurk and Powerlytics unveil new advisor toolsIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder look

Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Linthicum Heights, MD

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

11 CFP professionals work in Linthicum Heights; the most are at Valic Financial Advisors, Inc. (6). 10 are also registered broker representatives.

CFP advisors in Linthicum Heights, A to Z

Every advisor in Linthicum Heights →
  • John K. BacciCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
  • Andrew L. BurtonValic Financial Advisors, Inc. · Certified Financial Planner
  • Tracy ClarkValic Financial Advisors, Inc. · Certified Financial Planner
  • Martha N. CrockerCommonwealth Financial Network · Certified Financial Planner
  • John W. HoltzmanCommonwealth Financial Network · Certified Financial Planner
  • Lane M. JerdalValic Financial Advisors, Inc. · Certified Financial Planner
  • William R. JollyValic Financial Advisors, Inc. · Certified Financial Planner
  • Darin E. LeemanValic Financial Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Paul J. MianulliTotal Return Capital · Certified Financial Planner
  • James W. Roland IICommonwealth Financial Network · Certified Financial Planner
  • Monte P. WoodfinValic Financial Advisors, Inc. · Certified Financial Planner

Firms with the most CFP professionals in Linthicum Heights

Valic Financial Advisors, Inc. 6Commonwealth Financial Network 4Total Return Capital 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 11Easton 10Silver Spring 10Edgewater 9

Questions

How many CFP financial advisors are in Linthicum Heights, MD?

11 SEC-registered investment adviser representatives at firm offices in Linthicum Heights, Maryland list the CFP designation; Valic Financial Advisors, Inc. employs the most of them (6).

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 Linthicum Heights?

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.