Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in North Reading, MA
Every SEC-registered financial advisor at a firm office in North Reading who lists the Certified Financial Planner designation, A to Z.
9 CFP professionals work in North Reading; the most are at LPL Financial LLC (3). 7 are also registered broker representatives.
CFP advisors in North Reading, A to Z
Every advisor in North Reading →- James R. CareyAmeriprise Financial Services, LLC · Certified Financial Planner
- Dallas W. CoffmanLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Joyce E. CurtisLPL Financial LLC · Certified Financial Planner
- Bruce A. FavoratOsaic Wealth, Inc. · Certified Financial Planner
- Dennis J. FergussonCommonwealth Financial Network · Certified Financial Planner
- Robert A. MestjianAlliance Private Wealth, LLC · Certified Financial Planner
- Kevin E. NorwoodNew England Schooner, Inc. · Certified Financial Planner
- Juan David Ramon SotoAlliance Private Wealth, LLC · Certified Financial Planner
- Heather D. WattsLPL Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in North Reading
LPL Financial LLC 3Alliance Private Wealth, LLC 2Ameriprise Financial Services, LLC 1Commonwealth Financial Network 1New England Schooner, Inc. 1Osaic Wealth, Inc. 1Whitman Financial Services, 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 14Lynnfield 14Walpole 14North Andover 13
Questions
How many CFP financial advisors are in North Reading, MA?
9 SEC-registered investment adviser representatives at firm offices in North Reading, Massachusetts list the CFP designation; LPL Financial 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 Reading?
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.