Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Norwell, MA
Every SEC-registered financial advisor at a firm office in Norwell who lists the Certified Financial Planner designation, A to Z.
22 CFP professionals work in Norwell; the most are at Ameriprise Financial Services, LLC (3). 19 are also registered broker representatives.
CFP advisors in Norwell, A to Z
Every advisor in Norwell →- Pamela A. BasseKestra Advisory Services, LLC · Certified Financial Planner
- Kevin A. ButlerMorgan Stanley · Certified Financial Planner
- Robert J. DeangelisStrategic Advisers LLC · Certified Financial Planner
- Samuel M. Difiore Jr.RBC Capital Markets, LLC · Certified Financial Planner
- Daniel J. GalliAmeritas Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Harvey E. GatesWells Fargo Clearing Services, LLC · Certified Financial Planner
- Melissa R. Gray-MurphyLPL Financial LLC · Certified Financial Planner
- Kathleen M. GriffinMorgan Stanley · Certified Financial Planner
- Matthew P. HavensGlobal Vision Advisors · Certified Financial Planner
- Thomas P. Holland Jr.Global Vision Advisors · Certified Financial Planner
- Michael D. KeatingMorgan Stanley · Certified Financial Planner
- Brian J. KonishWells Fargo Clearing Services, LLC · Certified Financial Planner
- Stephen J. LearyCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Amy L. MohanAmeritas Advisory Services, LLC · Certified Financial Planner
- Mary E. MontanariMontanari Financial Advisors Inc. · Certified Financial Planner
- Peter A. RamsayAmeriprise Financial Services, LLC · Certified Financial Planner
- Samuel B. SinclairWells Fargo Clearing Services, LLC · Certified Financial Planner
- Joshua E. SingerSouth Shore Investment Services LLC · Certified Financial Planner
- John T. TritleAmeriprise Financial Services, LLC · Certified Financial Planner
- Jeffrey J. VincentVincent Wealth Advisors LLC · Certified Financial Planner
- Michael N. WallanderAmeriprise Financial Services, LLC · Certified Financial Planner
- Stuart W. Weier Jr.Commonwealth Financial Network · Certified Financial Planner
Firms with the most CFP professionals in Norwell
Ameriprise Financial Services, LLC 3Morgan Stanley 3Wells Fargo Clearing Services, LLC 3Ameritas Advisory Services, LLC 2Cambridge Investment Research Advisors, Inc. 2Global Vision Advisors 2Commonwealth Financial Network 1Kestra Advisory Services, LLC 1LPL Financial LLC 1Montanari Financial Advisors Inc. 1RBC Capital Markets, LLC 1South Shore Investment Services LLC 1Strategic Advisers LLC 1Vincent Wealth Advisors 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 24Wakefield 22Framingham 21Plymouth 18Beverly 15Cambridge 14Lynnfield 14Walpole 14North Andover 13Springfield 13
Questions
How many CFP financial advisors are in Norwell, MA?
22 SEC-registered investment adviser representatives at firm offices in Norwell, Massachusetts list the CFP designation; Ameriprise Financial Services, 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 Norwell?
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.