Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Lutherville, MD
Every SEC-registered financial advisor at a firm office in Lutherville who lists the Certified Financial Planner designation, A to Z.
The short answer
22 CFP professionals work in Lutherville; the most are at Harbor Investment Advisory, LLC (9). 17 are also registered broker representatives.
CFP advisors in Lutherville, A to Z
Every advisor in Lutherville →- Kevin F. BultmanLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Geoffrey P. BurroughsHarbor Investment Advisory, LLC · Certified Financial Planner
- Jeffrey S. CohenWells Fargo Clearing Services, LLC · Certified Financial Planner
- Richard E. Craft Jr.LPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- James W. Curran IIIHarbor Investment Advisory, LLC · Certified Financial Planner
- Matthew D. EmersonLPL Financial LLC · Certified Financial Planner
- Paul M. FoxHarbor Investment Advisory, LLC · Certified Financial Planner
- Matthew P. GoetteBlack Diamond Financial, LLC · Certified Financial Planner, Chartered Financial Analyst
- Scott G. HahnHarbor Investment Advisory, LLC · Certified Financial Planner
- John T. HalleronHarbor Investment Advisory, LLC · Certified Financial Planner
- Larry D. Holmes Jr.Wells Fargo Clearing Services, LLC · Certified Financial Planner
- William A. KorasMorgan Stanley · Certified Financial Planner
- Christopher F. LebanoMorgan Stanley · Certified Financial Planner
- Nicholas MeinertWells Fargo Clearing Services, LLC · Certified Financial Planner
- R. Matthew W. NovakHarbor Investment Advisory, LLC · Certified Financial Planner
- Gregory E. ParanzinoHarbor Investment Advisory, LLC · Certified Financial Planner
- Alexander RoesnerBlack Diamond Financial, LLC · Certified Financial Planner
- Brigitte StroblBlack Diamond Financial, LLC · Certified Financial Planner
- Charles R. WardHarbor Investment Advisory, LLC · Certified Financial Planner
- Erin L. WeberBlack Diamond Financial, LLC · Certified Financial Planner
- Jennifer L. WinslowHarbor Investment Advisory, LLC · Certified Financial Planner
- David A. ZinreichBlack Diamond Financial, LLC · Certified Financial Planner
Firms with the most CFP professionals in Lutherville
Harbor Investment Advisory, LLC 9Black Diamond Financial, LLC 5LPL Financial LLC 3Wells Fargo Clearing Services, LLC 3Morgan Stanley 2
CFP advisors in other Maryland cities
All of Maryland →Bethesda 154Hunt Valley 91Rockville 85Annapolis 79Owings Mills 65Towson 64Columbia 63Baltimore 62Timonium 35Frederick 32Bel Air 30Gaithersburg 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 Lutherville, MD?
22 SEC-registered investment adviser representatives at firm offices in Lutherville, Maryland list the CFP designation; Harbor Investment Advisory, LLC employs the most of them (9).
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 Lutherville?
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.