Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Marriottsville, MD

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

The short answer

2 CFP professionals work in Marriottsville; the most are at Mai Capital Management, LLC (1). 0 are also registered broker representatives.

CFP advisors in Marriottsville, A to Z

Every advisor in Marriottsville →

Gregory A. PalacorollaMai Capital Management, LLC · Certified Financial Planner
Patrick J. TumaTuma Financial, LLC · Certified Financial Planner

Firms with the most CFP professionals in Marriottsville

Mai Capital Management, LLC 1 Tuma Financial, LLC 1

CFP advisors in other Maryland cities

All of Maryland →

Bethesda 154 Hunt Valley 91 Rockville 85 Annapolis 79 Owings Mills 65 Towson 64 Columbia 63 Baltimore 62 Timonium 35 Frederick 32 Bel Air 30 Lutherville 22 Gaithersburg 21 Chevy Chase 17 Ellicott City 16 Severna Park 16 Potomac 15 Westminster 15 North Bethesda 14 Salisbury 13 Bowie 11 Linthicum Heights 11 Easton 10 Silver Spring 10

Questions

How many CFP financial advisors are in Marriottsville, MD?

2 SEC-registered investment adviser representatives at firm offices in Marriottsville, Maryland list the CFP designation; Mai Capital Management, LLC employs the most of them (1).

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 Marriottsville?

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.