Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Concord, MA
Every SEC-registered financial advisor at a firm office in Concord who lists the Certified Financial Planner designation, A to Z.
The short answer
10 CFP professionals work in Concord; the most are at Bay Colony Advisors (2). 2 are also registered broker representatives.
CFP advisors in Concord, A to Z
Every advisor in Concord →- Christopher A. CahillTwelve Points Wealth Management · Certified Financial Planner
- John T. ConteHornor, Townsend & Kent, LLC · Certified Financial Planner
- Peter J. GroseBay Colony Advisors · Certified Financial Planner
- John F. HarrisonAspire Financial Advisors, Inc. · Certified Financial Planner
- Charles R. LawsonHeritage Financial Network, Inc. · Certified Financial Planner
- Barbara B. MaiettaTwelve Points Wealth Management · Certified Financial Planner
- Elizabeth A. MalgariNewedge Advisors · Certified Financial Planner
- Lee C. McGowanMonument Group Wealth Advisors, LLC · Certified Financial Planner
- Jacob D. MurrayBay Colony Advisors · Certified Financial Planner
- Paul A. PetersonPrincipal Advised Services · Certified Financial Planner, Chartered Financial Consultant
Firms with the most CFP professionals in Concord
Bay Colony Advisors 2Twelve Points Wealth Management 2Aspire Financial Advisors, Inc. 1Heritage Financial Network, Inc. 1Hornor, Townsend & Kent, LLC 1Monument Group Wealth Advisors, LLC 1Newedge Advisors 1Principal Advised Services 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 Concord, MA?
10 SEC-registered investment adviser representatives at firm offices in Concord, Massachusetts list the CFP designation; Bay Colony Advisors employs the most of them (2).
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 Concord?
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.