Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Olney, MD

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

The short answer

4 CFP professionals work in Olney; the most are at LPL Financial LLC (2). 4 are also registered broker representatives.

CFP advisors in Olney, A to Z

Every advisor in Olney →

Brian M. BaileyLPL Financial LLC · Certified Financial Planner
William D. ErskineEdward Jones · Certified Financial Planner, Chartered Financial Consultant
Robert J. GoleOsaic Wealth, Inc. · Certified Financial Planner
Michael Viscardi Jr.LPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most CFP professionals in Olney

LPL Financial LLC 2 Edward Jones 1 Osaic Wealth, Inc. 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 Olney, MD?

4 SEC-registered investment adviser representatives at firm offices in Olney, Maryland list the CFP designation; LPL Financial LLC 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 Olney?

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.