Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Poolesville, MD
Every SEC-registered financial advisor at a firm office in Poolesville who lists the Certified Financial Planner designation, A to Z.
The short answer
1 CFP advisor work in Poolesville; the most are at Onplane Financial Advisors (1). 0 are also registered broker representatives.
CFP advisors in Poolesville, A to Z
Every advisor in Poolesville →- Darren P. StranieroOnplane Financial Advisors · Certified Financial Planner
Firms with the most CFP professionals in Poolesville
CFP advisors in other Maryland cities
All of Maryland →Bethesda 169Hunt Valley 93Rockville 84Annapolis 74Towson 67Columbia 64Baltimore 59Owings Mills 59Frederick 34Timonium 33Bel Air 29Lutherville 22Gaithersburg 19Chevy Chase 18Salisbury 17Severna Park 16Ellicott City 15North Bethesda 14Westminster 14Potomac 13Bowie 11Easton 10Linthicum Heights 10Edgewater 9
Questions
How many CFP financial advisors are in Poolesville, MD?
1 SEC-registered investment adviser representatives at firm offices in Poolesville, Maryland list the CFP designation; Onplane Financial Advisors 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 Poolesville?
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.