Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in North Andover, MA

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

13 CFP professionals work in North Andover; the most are at Hightower Advisors, LLC (3). 6 are also registered broker representatives.

CFP advisors in North Andover, A to Z

Every advisor in North Andover →

Marybeth R. BreedHightower Advisors, LLC · Certified Financial Planner
Scott BrownHightower Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
Forrest G. ChicoineAffinity Investment Group, LLC · Certified Financial Planner
Rosemarie A. ConnollyConnolly Financial Advisors, Inc. · Certified Financial Planner
Quentara E. CostaPowwow, LLC · Certified Financial Planner
Maureen M. DemersDemers Financial Planning · Certified Financial Planner
Joseph W. HayesHightower Advisors, LLC · Certified Financial Planner
Adam M. HogueFlagship Harbor Advisors, LLC · Certified Financial Planner
Haralambos I. KitsosBradford Financial Services Corp. · Certified Financial Planner
Jennifer A. PollinaEdward Jones · Certified Financial Planner
Robert J. SechristLPL Financial LLC · Certified Financial Planner
Jeffrey A. StreetStonex Advisors Inc. · Certified Financial Planner
Adam J. TobinLPL Financial LLC · Certified Financial Planner

Firms with the most CFP professionals in North Andover

Hightower Advisors, LLC 3 LPL Financial LLC 2 Affinity Investment Group, LLC 1 Bradford Financial Services Corp. 1 Connolly Financial Advisors, Inc. 1 Demers Financial Planning 1 Edward Jones 1 Flagship Harbor Advisors, LLC 1 Powwow, LLC 1 Stonex Advisors Inc. 1

CFP advisors in other Massachusetts cities

All of Massachusetts →

Boston 391 Waltham 92 Needham 60 Westborough 43 Burlington 41 Wellesley 40 Westwood 36 Braintree 35 Danvers 31 Hingham 27 Lexington 25 Newton 25 Andover 24 Woburn 24 Worcester 24 Norwell 22 Wakefield 22 Framingham 21 Plymouth 18 Beverly 15 Cambridge 14 Lynnfield 14 Walpole 14 Springfield 13

Questions

How many CFP financial advisors are in North Andover, MA?

13 SEC-registered investment adviser representatives at firm offices in North Andover, Massachusetts list the CFP designation; Hightower Advisors, LLC employs the most of them (3).

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 North Andover?

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.