Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Beverly, MA
Every SEC-registered financial advisor at a firm office in Beverly who lists the Certified Financial Planner designation, A to Z.
15 CFP professionals work in Beverly; the most are at Wells Fargo Clearing Services, LLC (6). 11 are also registered broker representatives.
CFP advisors in Beverly, A to Z
Every advisor in Beverly →- Lawrence AlbertCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Patricia B. BeckwithRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Seth ClemmerWells Fargo Clearing Services, LLC · Certified Financial Planner
- Roger P. CoganWells Fargo Clearing Services, LLC · Certified Financial Planner
- Samuel B. CohenPark State Asset Management LLC · Certified Financial Planner, Chartered Financial Analyst
- Scott A. CollinsWells Fargo Clearing Services, LLC · Certified Financial Planner
- Damon M. DelutiesWells Fargo Clearing Services, LLC · Certified Financial Planner
- Christopher J. GoliniWells Fargo Clearing Services, LLC · Certified Financial Planner
- Kevin HalloranWells Fargo Clearing Services, LLC · Certified Financial Planner
- Andrew J. KirkLPL Financial LLC · Certified Financial Planner
- Jeffrey E. LacrossIntegrated Wealth Concepts LLC · Certified Financial Planner, Personal Financial Specialist
- Greg L. MinerRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Laura MokPark State Asset Management LLC · Certified Financial Planner
- Christopher G. SadkowskiChristopher Investment Advisors · Certified Financial Planner
- David C. SmithCambridge Investment Research Advisors, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Beverly
Wells Fargo Clearing Services, LLC 6Cambridge Investment Research Advisors, Inc. 2Park State Asset Management LLC 2Raymond James Financial Services Advisors, Inc. 2Christopher Investment Advisors 1Integrated Wealth Concepts LLC 1LPL Financial 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 18Cambridge 14Lynnfield 14Walpole 14North Andover 13Springfield 13
Questions
How many CFP financial advisors are in Beverly, MA?
15 SEC-registered investment adviser representatives at firm offices in Beverly, Massachusetts list the CFP designation; Wells Fargo Clearing Services, LLC employs the most of them (6).
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 Beverly?
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.