Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Briantree, MA
Every SEC-registered financial advisor at a firm office in Briantree who lists the Certified Financial Planner designation, A to Z.
The short answer
1 CFP advisor work in Briantree; the most are at Apollon Wealth Management, LLC (1). 0 are also registered broker representatives.
CFP advisors in Briantree, A to Z
Every advisor in Briantree →- James R. AlmquistApollon Wealth Management, LLC · Certified Financial Planner
Firms with the most CFP professionals in Briantree
CFP advisors in other Massachusetts cities
All of Massachusetts →Boston 439Waltham 101Needham 71Westborough 48Wellesley 47Burlington 45Braintree 42Westwood 38Danvers 36Worcester 33Lexington 30Andover 29Hingham 28Newton 27Woburn 26Wakefield 25Norwell 24Framingham 21Beverly 19Plymouth 19Cambridge 16Springfield 16Lynnfield 15Walpole 15
Questions
How many CFP financial advisors are in Briantree, MA?
1 SEC-registered investment adviser representatives at firm offices in Briantree, Massachusetts list the CFP designation; Apollon Wealth Management, 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 Briantree?
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.