Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Brookline, MA
Every SEC-registered financial advisor at a firm office in Brookline who lists the Certified Financial Planner designation, A to Z.
9 CFP professionals work in Brookline; the most are at Cambridge Investment Research Advisors, Inc. (1). 6 are also registered broker representatives.
CFP advisors in Brookline, A to Z
Every advisor in Brookline →- Peter M. AielloJ.P. Morgan Securities LLC · Certified Financial Planner
- Jason M. AndradeNubian Square Investment Advisors, LLC · Certified Financial Planner
- Seth D. CorkinMay Hill Capital, LLC · Certified Financial Planner, Chartered Financial Consultant
- Tatyana KarayevaMML Investors Services, LLC · Certified Financial Planner
- Marcos A. Lopez PerezLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Frank T. MarzellaOsaic Institutions, Inc. · Certified Financial Planner
- Edward S. RichEmpower Advisory Group, LLC · Certified Financial Planner
- Gregory S. RogersCannon Beach Financial Advisors · Certified Financial Planner
- Michael C. TowCambridge Investment Research Advisors, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Brookline
Cambridge Investment Research Advisors, Inc. 1Cannon Beach Financial Advisors 1Empower Advisory Group, LLC 1J.P. Morgan Securities LLC 1LPL Financial LLC 1MML Investors Services, LLC 1May Hill Capital, LLC 1Nubian Square Investment Advisors, LLC 1Osaic Institutions, Inc. 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 Brookline, MA?
9 SEC-registered investment adviser representatives at firm offices in Brookline, Massachusetts list the CFP designation; Cambridge Investment Research Advisors, Inc. 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 Brookline?
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.