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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Franklin, MA

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

6 CFP professionals work in Franklin; the most are at Raymond James Financial Services Advisors, Inc. (2). 5 are also registered broker representatives.

CFP advisors in Franklin, A to Z

Every advisor in Franklin →
  • Timothy A. DemerittIntegrated Wealth Concepts LLC · Certified Financial Planner
  • Mark DittrichRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • William W. DittrichRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • John M. FentonFlagship Harbor Advisors, LLC · Certified Financial Planner
  • Ryan J. McCormickByrne Financial Freedom, LLC · Certified Financial Planner
  • Kevin L. NultonTitanium Advisors, LLC · Certified Financial Planner

Firms with the most CFP professionals in Franklin

Raymond James Financial Services Advisors, Inc. 2Byrne Financial Freedom, LLC 1Flagship Harbor Advisors, LLC 1Integrated Wealth Concepts LLC 1Titanium Advisors, 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 18Beverly 15Cambridge 14Lynnfield 14Walpole 14North Andover 13

Questions

How many CFP financial advisors are in Franklin, MA?

6 SEC-registered investment adviser representatives at firm offices in Franklin, Massachusetts list the CFP designation; Raymond James Financial Services Advisors, Inc. 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 Franklin?

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.