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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Lynnfield, MA

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

14 CFP professionals work in Lynnfield; the most are at Allworth Financial, L.P. (5). 5 are also registered broker representatives.

CFP advisors in Lynnfield, A to Z

Every advisor in Lynnfield →
  • Stephen P. AhernAllworth Financial, L.P. · Certified Financial Planner, Personal Financial Specialist
  • Jeffrey AronAllworth Financial, L.P. · Certified Financial Planner
  • James BalfourF L Putnam Investment Management Co. · Certified Financial Planner, Chartered Financial Analyst
  • Paul K. BergeronCharles Schwab & Co., Inc. · Certified Financial Planner
  • Michael CallahanAllworth Financial, L.P. · Certified Financial Planner
  • Patrick N. DinuzzoStrategic Advisers LLC · Certified Financial Planner
  • Nicholas ForgioneAllworth Financial, L.P. · Certified Financial Planner
  • Colin GallagherStrategic Advisers LLC · Certified Financial Planner
  • Robert B. HeitzmanF L Putnam Investment Management Co. · Certified Financial Planner
  • Georgios LiakakisAllworth Financial, L.P. · Certified Financial Planner
  • Elizabeth A. McLaughlinCommonwealth Financial Network · Certified Financial Planner
  • Ryan B. McQuilkinF L Putnam Investment Management Co. · Certified Financial Planner, Chartered Financial Analyst
  • Todd C. MillsF L Putnam Investment Management Co. · Certified Financial Planner
  • Kevin P. WytheRBC Capital Markets, LLC · Certified Financial Planner

Firms with the most CFP professionals in Lynnfield

Allworth Financial, L.P. 5F L Putnam Investment Management Co. 4Strategic Advisers LLC 2Charles Schwab & Co., Inc. 1Commonwealth Financial Network 1RBC Capital Markets, 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 14Walpole 14North Andover 13Springfield 13

Questions

How many CFP financial advisors are in Lynnfield, MA?

14 SEC-registered investment adviser representatives at firm offices in Lynnfield, Massachusetts list the CFP designation; Allworth Financial, L.P. employs the most of them (5).

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 Lynnfield?

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.