Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Newburyport, MA
Every SEC-registered financial advisor at a firm office in Newburyport who lists the Certified Financial Planner designation, A to Z.
11 CFP professionals work in Newburyport; the most are at Commonwealth Financial Network (4). 7 are also registered broker representatives.
CFP advisors in Newburyport, A to Z
Every advisor in Newburyport →- Stephen P. BlanchetteCommonwealth Financial Network · Certified Financial Planner
- Dylan M. BurlingLPL Financial LLC · Certified Financial Planner
- Beth A. CastantiniCommonwealth Financial Network · Certified Financial Planner
- Thomas G. DwyerEp Wealth Advisors · Certified Financial Planner
- Paul M. GamesOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Charles M. JohnsonEp Wealth Advisors · Certified Financial Planner
- Stephen M. LeavittCommonwealth Financial Network · Certified Financial Planner
- Patricia E. RosenAccess Financial Planning, LLC · Certified Financial Planner
- Brian D. RybickiLPL Financial LLC · Certified Financial Planner
- Alan L. SilvermanMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Sheila B. StehlinCommonwealth Financial Network · Certified Financial Planner
Firms with the most CFP professionals in Newburyport
Commonwealth Financial Network 4Ep Wealth Advisors 2LPL Financial LLC 2Access Financial Planning, LLC 1MML Investors Services, LLC 1Northeast Planning Associates, Inc. 1Osaic Wealth, Inc. 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 Newburyport, MA?
11 SEC-registered investment adviser representatives at firm offices in Newburyport, Massachusetts list the CFP designation; Commonwealth Financial Network employs the most of them (4).
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 Newburyport?
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.