Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Northampton, MA
Every SEC-registered financial advisor at a firm office in Northampton who lists the Certified Financial Planner designation, A to Z.
8 CFP professionals work in Northampton; the most are at Commonwealth Financial Network (2). 6 are also registered broker representatives.
CFP advisors in Northampton, A to Z
Every advisor in Northampton →- Marianne D. BannanCommonwealth Financial Network · Certified Financial Planner
- Melody A. FotiCommonwealth Financial Network · Certified Financial Planner
- Mary Kate FrodemaSt. Germain Investment Management · Certified Financial Planner
- James J. Mahoney IIIKestra Advisory Services, LLC · Certified Financial Planner
- Margaret O. MooreMML Investors Services, LLC · Certified Financial Planner
- Renae RansdellDiversified, LLC · Certified Financial Planner
- Adam G. RobinsonEagle Strategies LLC · Certified Financial Planner
- Laura TownesEdward Jones · Certified Financial Planner, Chartered Financial Consultant
Firms with the most CFP professionals in Northampton
Commonwealth Financial Network 2Diversified, LLC 1Eagle Strategies LLC 1Edward Jones 1Kestra Advisory Services, LLC 1MML Investors Services, LLC 1St. Germain Investment Management 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 Northampton, MA?
8 SEC-registered investment adviser representatives at firm offices in Northampton, Massachusetts list the CFP designation; Commonwealth Financial Network employs the most of them (2).
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 Northampton?
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.