Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Silver Spring, MD
Every SEC-registered financial advisor at a firm office in Silver Spring who lists the Certified Financial Planner designation, A to Z.
10 CFP professionals work in Silver Spring; the most are at Audible Wealth Management (2). 3 are also registered broker representatives.
CFP advisors in Silver Spring, A to Z
Every advisor in Silver Spring →- Lewis D. BakerFarther · Certified Financial Planner
- Gulielma L. FagerRossby Financial, LLC · Certified Financial Planner
- Veronica M. FuentesAudible Wealth Management · Certified Financial Planner, Chartered Financial Consultant
- Natalie J. HedrickHornor, Townsend & Kent, LLC · Certified Financial Planner
- Jessica M. HornerTender Wealth · Certified Financial Planner
- Guadalupe LechugaAudible Wealth Management · Certified Financial Planner
- Tom O'Bryon IISteward Partners Investment Advisory, LLC · Certified Financial Planner
- Jason V. RizkallahMcLean Asset Management Corp. · Certified Financial Planner, Chartered Financial Consultant
- Benjamin Z. YeungSeaborn Financial, LLC · Certified Financial Planner
- Adhanom YohannesStrategic Advisers LLC · Certified Financial Planner
Firms with the most CFP professionals in Silver Spring
Audible Wealth Management 2Farther 1Hornor, Townsend & Kent, LLC 1McLean Asset Management Corp. 1Rossby Financial, LLC 1Seaborn Financial, LLC 1Steward Partners Investment Advisory, LLC 1Strategic Advisers LLC 1Tender Wealth 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 16Potomac 15Westminster 15North Bethesda 14Salisbury 13Bowie 11Linthicum Heights 11Easton 10Edgewater 9
Questions
How many CFP financial advisors are in Silver Spring, MD?
10 SEC-registered investment adviser representatives at firm offices in Silver Spring, Maryland list the CFP designation; Audible Wealth Management employs the most of them (2).
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 Silver Spring?
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.