Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in North Bethesda, MD
Every SEC-registered financial advisor at a firm office in North Bethesda who lists the Certified Financial Planner designation, A to Z.
The short answer
14 CFP professionals work in North Bethesda; the most are at Creative Planning (3). 8 are also registered broker representatives.
CFP advisors in North Bethesda, A to Z
Every advisor in North Bethesda →- Eric J. AshmontEdward Jones · Certified Financial Planner
- Norris BrodskyLPL Enterprise, LLC · Certified Financial Planner, Personal Financial Specialist
- Frederick J. Cornelius IIICreative Planning · Certified Financial Planner, Chartered Financial Analyst
- Ittai DvirIndependent Financial Group, LLC · Certified Financial Planner
- Brian S. EwersMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Sheldon R. ForemanMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Pranali P. FortiniCreative Planning · Certified Financial Planner
- Todd D. GrowneyCreative Planning · Certified Financial Planner
- David D. LevittGlassman Wealth Services, LLC · Certified Financial Planner
- Alexis N. MartinezEdward Jones · Certified Financial Planner
- Christopher B. McAllisterLPL Enterprise, LLC · Certified Financial Planner
- Patrick F. OrtmanOrtman Financial Planning · Certified Financial Planner
- Matthew PiseraGenerational Financial Partners, LLC · Certified Financial Planner, Chartered Financial Consultant
- Jordan L. SmithLPL Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in North Bethesda
Creative Planning 3Edward Jones 2LPL Enterprise, LLC 2Merrill Lynch, Pierce, Fenner & Smith Incorporated 2Generational Financial Partners, LLC 1Glassman Wealth Services, LLC 1Independent Financial Group, LLC 1LPL Financial LLC 1Ortman Financial Planning 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 15Salisbury 13Bowie 11Linthicum Heights 11Easton 10Silver Spring 10Edgewater 9
Questions
How many CFP financial advisors are in North Bethesda, MD?
14 SEC-registered investment adviser representatives at firm offices in North Bethesda, Maryland list the CFP designation; Creative Planning employs the most of them (3).
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 North Bethesda?
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.