Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Timonium, MD
Every SEC-registered financial advisor at a firm office in Timonium who lists the Certified Financial Planner designation, A to Z.
35 CFP professionals work in Timonium; the most are at Berman McAleer (8). 21 are also registered broker representatives.
CFP advisors in Timonium, A to Z
Every advisor in Timonium →- Lyle K. BensonL. K. Benson & Company, P.C. · Certified Financial Planner, Personal Financial Specialist
- David L. BermanBerman McAleer · Certified Financial Planner, Chartered Financial Consultant
- John J. Berzellini Jr.Jba Financial Advisors · Certified Financial Planner
- Andrew BrunsBerman McAleer · Certified Financial Planner
- Andrew S. ConnIndivisible Partners · Certified Financial Planner
- Andrew T. CookBerman McAleer · Certified Financial Planner
- Jason L. CostnerCetera Investment Advisers LLC · Certified Financial Planner
- Genevieve M. CriseraBerman McAleer · Certified Financial Planner
- Scott M. CulinerOsaic Wealth, Inc. · Certified Financial Planner
- Steven C. DenglerKestra Advisory Services, LLC · Certified Financial Planner
- Peter D. DixonWaypoint Wealth Management · Certified Financial Planner
- Emmanuel U. EssienKestra Advisory Services, LLC · Certified Financial Planner
- Claudia M. GloverKestra Advisory Services, LLC · Certified Financial Planner
- Brian T. GriggGrigg Financial, LLC · Certified Financial Planner, Chartered Financial Consultant
- Andrew E. HarrellKestra Advisory Services, LLC · Certified Financial Planner
- Joseph S. HarselValic Financial Advisors, Inc. · Certified Financial Planner
- Lisa A. HergenroederHergenroeder Financial Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Rebecca M. HergenroederHergenroeder Financial Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Matthew J. HessBerman McAleer · Certified Financial Planner
- Brett T. HolmesBerman McAleer · Certified Financial Planner, Chartered Financial Analyst
- Andrew M. KelenEquity Services, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Edward J. Kelly IVLPL Financial LLC · Certified Financial Planner
- Edwin S. KillingerThe L. Warner Companies, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Scott M. LevinEquity Services, Inc. · Certified Financial Planner
- Susan M. MitcheltreeBerman McAleer · Certified Financial Planner
- Adam R. MurrayBerman McAleer · Certified Financial Planner
- Yanni M. NiebuhrKestra Advisory Services, LLC · Certified Financial Planner
- Raymond PenziThe L. Warner Companies, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Kaitlyn RothausKestra Advisory Services, LLC · Certified Financial Planner
- Ryan E. StatonFounders Financial Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- Andrew L. ThompsonMeta Wealth Advisory · Certified Financial Planner
- Michael W. WardOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Christopher E. WassonKestra Advisory Services, LLC · Certified Financial Planner
- Jordan S. WeinbergFounders Financial Securities LLC · Certified Financial Planner
- Zachary J. WeinerBenjamin F. Edwards & Company, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Timonium
Berman McAleer 8Kestra Advisory Services, LLC 7Equity Services, Inc. 2Founders Financial Securities LLC 2Hergenroeder Financial Advisors, Inc. 2Osaic Wealth, Inc. 2The L. Warner Companies, Inc. 2Benjamin F. Edwards & Company, Inc. 1Cetera Investment Advisers LLC 1Grigg Financial, LLC 1Indivisible Partners 1Jba Financial Advisors 1L. K. Benson & Company, P.C. 1LPL Financial LLC 1Meta Wealth Advisory 1
CFP advisors in other Maryland cities
All of Maryland →Bethesda 154Hunt Valley 91Rockville 85Annapolis 79Owings Mills 65Towson 64Columbia 63Baltimore 62Frederick 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 Timonium, MD?
35 SEC-registered investment adviser representatives at firm offices in Timonium, Maryland list the CFP designation; Berman McAleer employs the most of them (8).
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 Timonium?
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.