Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Lexington, MA
Every SEC-registered financial advisor at a firm office in Lexington who lists the Certified Financial Planner designation, A to Z.
25 CFP professionals work in Lexington; the most are at Hightower Advisors, LLC (9). 5 are also registered broker representatives.
CFP advisors in Lexington, A to Z
Every advisor in Lexington →- Nicholas J. AvolaLPL Financial LLC · Certified Financial Planner
- Christopher J. BekelWingate Wealth Advisors, Inc. · Certified Financial Planner
- Dorothy I. BicklingHightower Advisors, LLC · Certified Financial Planner
- George E. Bouton IIIHightower Advisors, LLC · Certified Financial Planner
- Christopher S. DooleyHightower Advisors, LLC · Certified Financial Planner
- Teofilo O. FerreiraWingate Wealth Advisors, Inc. · Certified Financial Planner
- George R. GagliardiAstoria Portfolio Advisors LLC · Certified Financial Planner
- James L. HastingsHightower Advisors, LLC · Certified Financial Planner
- Jason D. HastingsHightower Advisors, LLC · Certified Financial Planner
- Alan A. IoffredoLPL Financial LLC · Certified Financial Planner
- Carol M. KhouriWingate Wealth Advisors, Inc. · Certified Financial Planner
- Mary N. KoenigHarvard Square Financial Planning · Certified Financial Planner
- Jonathan A. MarcusHightower Advisors, LLC · Certified Financial Planner
- Linda C. NelsonFreya Financial Services · Certified Financial Planner
- Susan L. PandukuHightower Advisors, LLC · Certified Financial Planner
- Timothy T. PicciottInnovative Advisory Group · Certified Financial Planner
- Gary D. PomerantzWingate Wealth Advisors, Inc. · Certified Financial Planner
- Andrew RichardtHightower Advisors, LLC · Certified Financial Planner
- Murad H. RoyalRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Philip J. SaganPhilip J. Sagan Financial Consulting, Inc. · Certified Financial Planner
- Jason SikorskiWingate Wealth Advisors, Inc. · Certified Financial Planner
- John C. Slupski IIIWingate Wealth Advisors, Inc. · Certified Financial Planner
- Rand K. SperoStreet Smart Financial, LLC · Certified Financial Planner
- Peter SullivanHightower Advisors, LLC · Certified Financial Planner
- Jeffrey H. WhiteWingate Wealth Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
Firms with the most CFP professionals in Lexington
Hightower Advisors, LLC 9Wingate Wealth Advisors, Inc. 7LPL Financial LLC 2Astoria Portfolio Advisors LLC 1Freya Financial Services 1Harvard Square Financial Planning 1Innovative Advisory Group 1Philip J. Sagan Financial Consulting, Inc. 1Raymond James Financial Services Advisors, Inc. 1Street Smart Financial, LLC 1
CFP advisors in other Massachusetts cities
All of Massachusetts →Boston 391Waltham 92Needham 60Westborough 43Burlington 41Wellesley 40Westwood 36Braintree 35Danvers 31Hingham 27Newton 25Andover 24Woburn 24Worcester 24Norwell 22Wakefield 22Framingham 21Plymouth 18Beverly 15Cambridge 14Lynnfield 14Walpole 14North Andover 13Springfield 13
Questions
How many CFP financial advisors are in Lexington, MA?
25 SEC-registered investment adviser representatives at firm offices in Lexington, Massachusetts list the CFP designation; Hightower Advisors, LLC employs the most of them (9).
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 Lexington?
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.