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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Danvers, MA

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

31 CFP professionals work in Danvers; the most are at Commonwealth Financial Network (6). 21 are also registered broker representatives.

CFP advisors in Danvers, A to Z

Every advisor in Danvers →

Firms with the most CFP professionals in Danvers

Commonwealth Financial Network 6Onedigital 5Ameriprise Financial Services, LLC 4Cetera Investment Advisers LLC 2Edward Jones 2Fg&G Financial Services, LLC 2LPL Financial LLC 2Strategic Advisers LLC 2Butterworth Financial LLC 1Capital Analysts 1Eagle Strategies LLC 1Laurence Financial Planning LLC 1Robert W. Baird & Co. Incorporated 1Stonehearth Capital Management 1

CFP advisors in other Massachusetts cities

All of Massachusetts →

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

Questions

How many CFP financial advisors are in Danvers, MA?

31 SEC-registered investment adviser representatives at firm offices in Danvers, Massachusetts list the CFP designation; Commonwealth Financial Network 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 Danvers?

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.