Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Potomac, MD
Every SEC-registered financial advisor at a firm office in Potomac who lists the Certified Financial Planner designation, A to Z.
15 CFP professionals work in Potomac; the most are at Wealthspire Advisors (9). 3 are also registered broker representatives.
CFP advisors in Potomac, A to Z
Every advisor in Potomac →- Joseph M. BrodeckiAlliancebernstein L.P. · Certified Financial Planner
- James C. Brown Jr.Meritis Wealth Management, Inc. · Certified Financial Planner
- Ethan L. CopelandWealthspire Advisors · Certified Financial Planner
- Robin A. DobbsWealthspire Advisors · Certified Financial Planner
- Donald B. FarrenWealthspire Advisors · Certified Financial Planner
- James A. FrangenbergFounders Financial Securities LLC · Certified Financial Planner
- Irina GabidullinaDonalies Financial Planning, LLC · Certified Financial Planner
- Taraneh N. IzadiPathstone · Certified Financial Planner
- Christopher C. KiesslingWealthspire Advisors · Certified Financial Planner
- Bart J. LanmanWealthspire Advisors · Certified Financial Planner
- Max J. MeltzerWealthspire Advisors · Certified Financial Planner
- William B. SchwartzWealthspire Advisors · Certified Financial Planner
- Karl J. StiegmannWealthspire Advisors · Certified Financial Planner
- Michele G. WalthertWealthspire Advisors · Certified Financial Planner
- Louis S. WilsonMorgan Stanley · Certified Financial Planner
Firms with the most CFP professionals in Potomac
Wealthspire Advisors 9Alliancebernstein L.P. 1Donalies Financial Planning, LLC 1Founders Financial Securities LLC 1Meritis Wealth Management, Inc. 1Morgan Stanley 1Pathstone 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 16Westminster 15North Bethesda 14Salisbury 13Bowie 11Linthicum Heights 11Easton 10Silver Spring 10Edgewater 9
Questions
How many CFP financial advisors are in Potomac, MD?
15 SEC-registered investment adviser representatives at firm offices in Potomac, Maryland list the CFP designation; Wealthspire Advisors employs the most of them (9).
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 Potomac?
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.