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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Rockville, MD

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

85 CFP professionals work in Rockville; the most are at Raymond James Financial Services Advisors, Inc. (10). 51 are also registered broker representatives.

CFP advisors in Rockville, A to Z

Every advisor in Rockville →

Firms with the most CFP professionals in Rockville

Raymond James Financial Services Advisors, Inc. 10LPL Financial LLC 8Cetera Investment Advisers LLC 6Fsa Wealth Partners 4Kendall Capital Management 4Schaeffer Financial LLC 4West Financial Services, Inc. 4Apollon Wealth Management, LLC 3Glass Jacobson Wealth Advisors 3Independent Financial Group, LLC 3Ivy League Financial Advisors LLC 3Merit Financial Advisors 3Cambridge Investment Research Advisors, Inc. 2Millennium Financial Services LLP 2Morgan Stanley 2

CFP advisors in other Maryland cities

All of Maryland →

Bethesda 154Hunt Valley 91Annapolis 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 10Edgewater 9

Questions

How many CFP financial advisors are in Rockville, MD?

85 SEC-registered investment adviser representatives at firm offices in Rockville, Maryland list the CFP designation; Raymond James Financial Services Advisors, Inc. employs the most of them (10).

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 Rockville?

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.