Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Towson, MD
Every SEC-registered financial advisor at a firm office in Towson who lists the Certified Financial Planner designation, A to Z.
64 CFP professionals work in Towson; the most are at Greenspring Advisors, LLC (16). 37 are also registered broker representatives.
CFP advisors in Towson, A to Z
Every advisor in Towson →- Adam S. AriosaSfg Wealth Management · Certified Financial Planner
- Kalen D. BaxterPrivate Advisor Group, LLC · Certified Financial Planner
- Jeffrey A. BernfeldGreenspring Advisors, LLC · Certified Financial Planner
- Jonathan T. BrooksBlue Curve Advisory, LLC · Certified Financial Planner
- Brant R. CavagnaroGreenspring Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
- John P. Collins Jr.Greenspring Advisors, LLC · Certified Financial Planner
- Christopher P. ComptonRed Oak Financial Group · Certified Financial Planner, Chartered Financial Consultant
- Michael L. CrabbSfg Wealth Management · Certified Financial Planner
- Timothy A. DalyGreenspring Advisors, LLC · Certified Financial Planner
- Ellwood J. DerricksPartnership Wealth Management · Certified Financial Planner
- Derek R. DimannoLPL Financial LLC · Certified Financial Planner
- Lydia T. DurskiCommonwealth Financial Network · Certified Financial Planner
- Jason P. DyeGreenspring Advisors, LLC · Certified Financial Planner
- Phillip A. DyerDyer Financial Advisory · Certified Financial Planner
- Colin B. ExelbyCelestial Wealth Management · Certified Financial Planner
- Avis FaguWells Fargo Clearing Services, LLC · Certified Financial Planner
- David W. FeeleyRed Oak Financial Group · Certified Financial Planner
- John B. Finigan IIIHb Wealth · Certified Financial Planner
- Geoffrey FlandersCharles Schwab & Co., Inc. · Certified Financial Planner
- Mary R. GoetzGreenspring Advisors, LLC · Certified Financial Planner
- Noah D. GonzalezMerit Financial Advisors · Certified Financial Planner
- Matthew GueStrategic Advisers LLC · Certified Financial Planner
- John D. HausermanCommonwealth Financial Network · Certified Financial Planner
- Maxton HerbkersmanGreenspring Advisors, LLC · Certified Financial Planner
- Gregory A. HobsonGreenspring Advisors, LLC · Certified Financial Planner
- Michael R. JohnsonRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Matthew O. JonesFounders Financial Securities LLC · Certified Financial Planner
- Maxwell C. KielyRed Oak Financial Group · Certified Financial Planner
- Joseph A. KnightFounders Financial Securities LLC · Certified Financial Planner
- William M. LeebFinancial Council, LLC · Certified Financial Planner
- Kevin M. LindungJanney Montgomery Scott LLC · Certified Financial Planner
- Matthew L. LowryLPL Financial LLC · Certified Financial Planner
- Nathan T. McDuffeeOliver Wealth Management · Certified Financial Planner, Chartered Financial Consultant
- Brenna M. McLoughlinGreenspring Advisors, LLC · Certified Financial Planner
- Andrew F. MeredithJanney Montgomery Scott LLC · Certified Financial Planner
- Brian A. MessickLPL Financial LLC · Certified Financial Planner
- Daniel A. Mong IIIGreenspring Advisors, LLC · Certified Financial Planner
- Bernard J. MuthOsaic Wealth, Inc. · Certified Financial Planner
- Justin T. MyersJanney Montgomery Scott LLC · Certified Financial Planner
- Jason E. NazelrodNazelrod & Associates Financial Services, Inc. · Certified Financial Planner
- Robert D. Nordeen Jr.Commonwealth Financial Network · Certified Financial Planner
- Andrew D. O'NeillJanney Montgomery Scott LLC · Certified Financial Planner
- Dominic PattiStrategic Advisers LLC · Certified Financial Planner
- James N. PerrielloGreenspring Advisors, LLC · Certified Financial Planner
- Gregory N. PlechnerGreenspring Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Nathaniel J. PowellTruist Advisory Services, Inc. · Certified Financial Planner
- Jeffrey R. ReynoldsCommonwealth Financial Network · Certified Financial Planner
- Kayla M. SabbaghGreenspring Advisors, LLC · Certified Financial Planner
- Marcus O. SchaferGreenspring Advisors, LLC · Certified Financial Planner
- Carole F. SchreckJanney Montgomery Scott LLC · Certified Financial Planner
- James D. SimmonsThe Simmons Partnership, Inc. · Certified Financial Planner
- Jeremy StackGreenspring Advisors, LLC · Certified Financial Planner
- Ryan StarkGreenspring Advisors, LLC · Certified Financial Planner
- William R. SwartzSfg Wealth Management · Certified Financial Planner
- Jordan R. TaylorFounders Financial Securities LLC · Certified Financial Planner
- Richard J. Tomaschefsky IIFinancial Council, LLC · Certified Financial Planner
- David R. TravisCommonwealth Financial Network · Certified Financial Planner
- Brian S. VillecLPL Financial LLC · Certified Financial Planner
- Thomas A. WebbertBlue Curve Advisory, LLC · Certified Financial Planner
- Zakia K. WeberHb Wealth · Certified Financial Planner
- Edward C. WitherspoonCetera Investment Advisers LLC · Certified Financial Planner
- Kimberly A. WrightJanney Montgomery Scott LLC · Certified Financial Planner
- Ashley S. ZephirEdelman Financial Engines · Certified Financial Planner
- Kaitlin C. ZookHb Wealth · Certified Financial Planner
Firms with the most CFP professionals in Towson
Greenspring Advisors, LLC 16Commonwealth Financial Network 7Financial Council, LLC 6Janney Montgomery Scott LLC 6LPL Financial LLC 4Founders Financial Securities LLC 3Hb Wealth 3Red Oak Financial Group 3Sfg Wealth Management 3Blue Curve Advisory, LLC 2Strategic Advisers LLC 2Celestial Wealth Management 1Cetera Investment Advisers LLC 1Charles Schwab & Co., Inc. 1Dyer Financial Advisory 1
CFP advisors in other Maryland cities
All of Maryland →Bethesda 154Hunt Valley 91Rockville 85Annapolis 79Owings Mills 65Columbia 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 Towson, MD?
64 SEC-registered investment adviser representatives at firm offices in Towson, Maryland list the CFP designation; Greenspring Advisors, LLC employs the most of them (16).
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 Towson?
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.