Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Peabody, MA
Every SEC-registered financial advisor at a firm office in Peabody who lists the Certified Financial Planner designation, A to Z.
6 CFP professionals work in Peabody; the most are at UBS Financial Services Inc. (2). 5 are also registered broker representatives.
CFP advisors in Peabody, A to Z
Every advisor in Peabody →- Thomas J. BrittMercer Global Advisors Inc. · Certified Financial Planner
- Barbara L. FraserUBS Financial Services Inc. · Certified Financial Planner
- Marc S. FreedmanLPL Financial LLC · Certified Financial Planner
- Ronald F. Grasso Jr.UBS Financial Services Inc. · Certified Financial Planner
- Raymond P. JacquesNew England Schooner, Inc. · Certified Financial Planner
- Matthew ZampitellaStrategic Advisers LLC · Certified Financial Planner
Firms with the most CFP professionals in Peabody
UBS Financial Services Inc. 2LPL Financial LLC 1Mercer Global Advisors Inc. 1New England Schooner, Inc. 1Osaic Wealth, Inc. 1Strategic Advisers 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 Peabody, MA?
6 SEC-registered investment adviser representatives at firm offices in Peabody, Massachusetts list the CFP designation; UBS Financial Services Inc. 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 Peabody?
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.