Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Holliston, MA
Every SEC-registered financial advisor at a firm office in Holliston who lists the Certified Financial Planner designation, A to Z.
2 CFP professionals work in Holliston; the most are at LPL Financial LLC (1). 2 are also registered broker representatives.
CFP advisors in Holliston, A to Z
Every advisor in Holliston →- Kimberly BoucherStrategic Advisers LLC · Certified Financial Planner
- Erica L. FeldblumLPL Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in Holliston
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 Holliston, MA?
2 SEC-registered investment adviser representatives at firm offices in Holliston, Massachusetts list the CFP designation; LPL Financial 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 Holliston?
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.