Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Severna Park, MD
Every SEC-registered financial advisor at a firm office in Severna Park who lists the Certified Financial Planner designation, A to Z.
16 CFP professionals work in Severna Park; the most are at Edward Jones (3). 12 are also registered broker representatives.
CFP advisors in Severna Park, A to Z
Every advisor in Severna Park →- David J. BauerCassilly Financial · Certified Financial Planner
- Brian M. ConradEdward Jones · Certified Financial Planner
- Kurt DimannaAe Wealth Management, LLC · Certified Financial Planner
- Paul A. FurtonFounders Financial Securities LLC · Certified Financial Planner
- Allison M. JehlingInvesco Advisers, Inc. · Certified Financial Planner
- James S. KantowskiCurio Wealth, LLC · Certified Financial Planner
- Bryan R. KarsnerCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Alexis P. LecourasEdward Jones · Certified Financial Planner
- Gregory S. MillerEdward Jones · Certified Financial Planner
- Brandon M. MyersJ.P. Morgan Securities LLC · Certified Financial Planner
- John M. O'CallaghanImpact Financial Life Planning LLC · Certified Financial Planner
- Richard C. OsmanIntegrated Wealth Concepts LLC · Certified Financial Planner, Chartered Financial Consultant
- Pavel PetrashRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Robert W. SymondsLPL Financial LLC · Certified Financial Planner
- Brandon S. WeberTruist Advisory Services, Inc. · Certified Financial Planner
- Ryan M. WentworthRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Severna Park
Edward Jones 3Raymond James Financial Services Advisors, Inc. 2Ae Wealth Management, LLC 1Cassilly Financial 1Cetera Investment Advisers LLC 1Curio Wealth, LLC 1Founders Financial Securities LLC 1Impact Financial Life Planning LLC 1Integrated Wealth Concepts LLC 1Invesco Advisers, Inc. 1J.P. Morgan Securities LLC 1LPL Financial LLC 1Truist Advisory Services, Inc. 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 16Potomac 15Westminster 15North Bethesda 14Salisbury 13Bowie 11Linthicum Heights 11Easton 10Silver Spring 10Edgewater 9
Questions
How many CFP financial advisors are in Severna Park, MD?
16 SEC-registered investment adviser representatives at firm offices in Severna Park, Maryland list the CFP designation; Edward Jones employs the most of them (3).
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 Severna Park?
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.