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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Aubrundale, MA

Every SEC-registered financial advisor at a firm office in Aubrundale who lists the Certified Financial Planner designation, A to Z.

The short answer

1 CFP advisor work in Aubrundale; the most are at Kingswood Wealth Advisors, LLC (1). 1 are also registered broker representatives.

CFP advisors in Aubrundale, A to Z

Every advisor in Aubrundale →
  • Jian Wei FuKingswood Wealth Advisors, LLC · Certified Financial Planner

Firms with the most CFP professionals in Aubrundale

Kingswood Wealth Advisors, LLC 1

CFP advisors in other Massachusetts cities

All of Massachusetts →

Boston 391Waltham 92Needham 60Westborough 43Burlington 41Wellesley 40Westwood 36Braintree 35Danvers 31Hingham 27Lexington 25Newton 25Andover 24Woburn 24Worcester 24Norwell 22Wakefield 22Framingham 21Plymouth 18Beverly 15Cambridge 14Lynnfield 14Walpole 14North Andover 13

Questions

How many CFP financial advisors are in Aubrundale, MA?

1 SEC-registered investment adviser representatives at firm offices in Aubrundale, Massachusetts list the CFP designation; Kingswood Wealth Advisors, LLC employs the most of them (1).

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 Aubrundale?

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.