Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Westminster, MD
Every SEC-registered financial advisor at a firm office in Westminster who lists the Certified Financial Planner designation, A to Z.
15 CFP professionals work in Westminster; the most are at Janney Montgomery Scott LLC (4). 11 are also registered broker representatives.
CFP advisors in Westminster, A to Z
Every advisor in Westminster →- Bryan CarneyJanney Montgomery Scott LLC · Certified Financial Planner
- Andrew CecilCecil Wealth · Certified Financial Planner
- Jason A. KovalLPL Financial LLC · Certified Financial Planner
- Andrew MeloPNC Wealth Management LLC · Certified Financial Planner
- Brandon J. MonahanJanney Montgomery Scott LLC · Certified Financial Planner
- Edward A. MyersRaymond James & Associates, Inc. · Certified Financial Planner
- Brandon R. O'NeillEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- David R. PeloquinMain Street Advisors, LLC · Certified Financial Planner
- Robert W. RobertsonCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Kara N. ShafferEmpower Advisory Group, LLC · Certified Financial Planner
- Wade M. SlatniskeEdward Jones · Certified Financial Planner
- Jacob L. SturgillLPL Financial LLC · Certified Financial Planner
- Devin P. VelnoskeyJanney Montgomery Scott LLC · Certified Financial Planner
- Douglas P. VelnoskeyJanney Montgomery Scott LLC · Certified Financial Planner
- Gregory G. WagnerRaymond James & Associates, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Westminster
Janney Montgomery Scott LLC 4Edward Jones 2LPL Financial LLC 2Raymond James & Associates, Inc. 2Cambridge Investment Research Advisors, Inc. 1Cecil Wealth 1Empower Advisory Group, LLC 1Main Street Advisors, LLC 1PNC Wealth Management LLC 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 15North Bethesda 14Salisbury 13Bowie 11Linthicum Heights 11Easton 10Silver Spring 10Edgewater 9
Questions
How many CFP financial advisors are in Westminster, MD?
15 SEC-registered investment adviser representatives at firm offices in Westminster, Maryland list the CFP designation; Janney Montgomery Scott LLC employs the most of them (4).
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 Westminster?
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.