Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in North Dartmouth, MA
Every SEC-registered financial advisor at a firm office in North Dartmouth who lists the Certified Financial Planner designation, A to Z.
The short answer
1 CFP advisor work in North Dartmouth; the most are at Edward Jones (1). 1 are also registered broker representatives.
CFP advisors in North Dartmouth, A to Z
Every advisor in North Dartmouth →- Travis M. KessockEdward Jones · Certified Financial Planner
Firms with the most CFP professionals in North Dartmouth
CFP advisors in other Massachusetts cities
All of Massachusetts →Boston 405Waltham 85Needham 59Westborough 44Wellesley 42Burlington 41Westwood 38Braintree 36Danvers 32Lexington 27Newton 27Hingham 26Worcester 25Andover 24Norwell 23Woburn 23Wakefield 21Framingham 18Beverly 16Plymouth 16Walpole 15Cambridge 13Springfield 13Newburyport 12
Questions
How many CFP financial advisors are in North Dartmouth, MA?
1 SEC-registered investment adviser representatives at firm offices in North Dartmouth, Massachusetts list the CFP designation; Edward Jones 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 North Dartmouth?
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.