Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Preston, MD

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

1 CFP advisor work in Preston; the most are at Osaic Wealth, Inc. (1). 1 are also registered broker representatives.

CFP advisors in Preston, A to Z

Every advisor in Preston →

Grant A. MaloofOsaic Wealth, Inc. · Certified Financial Planner

Firms with the most CFP professionals in Preston

Osaic Wealth, Inc. 1

CFP advisors in other Maryland cities

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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 Preston, MD?

1 SEC-registered investment adviser representatives at firm offices in Preston, Maryland list the CFP designation; Osaic Wealth, Inc. 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 Preston?

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.