Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Princess Anne, MD
Every SEC-registered financial advisor at a firm office in Princess Anne who lists the Certified Financial Planner designation, A to Z.
The short answer
1 CFP advisor work in Princess Anne; the most are at Osaic Wealth, Inc. (1). 1 are also registered broker representatives.
CFP advisors in Princess Anne, A to Z
Every advisor in Princess Anne →- Karen J. HallOsaic Wealth, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Princess Anne
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 16Potomac 15Westminster 15North Bethesda 14Salisbury 13Bowie 11Linthicum Heights 11Easton 10Silver Spring 10
Questions
How many CFP financial advisors are in Princess Anne, MD?
1 SEC-registered investment adviser representatives at firm offices in Princess Anne, 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 Princess Anne?
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.