Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Phoenix, MD

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

4 CFP professionals work in Phoenix; the most are at Raskin Global Inc. (2). 2 are also registered broker representatives.

CFP advisors in Phoenix, A to Z

Every advisor in Phoenix →

Graham T. BauerCambridge Investment Research Advisors, Inc. · Certified Financial Planner
Gabriela C. MiutescuRaskin Global Inc. · Certified Financial Planner
Leonard P. RaskinRaskin Global Inc. · Certified Financial Planner, Chartered Financial Consultant
David A. WasselOsaic Wealth, Inc. · Certified Financial Planner

Firms with the most CFP professionals in Phoenix

Raskin Global Inc. 2 Cambridge Investment Research Advisors, Inc. 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 Phoenix, MD?

4 SEC-registered investment adviser representatives at firm offices in Phoenix, Maryland list the CFP designation; Raskin Global Inc. 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 Phoenix?

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.