Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Plymouth, MA
Every SEC-registered financial advisor at a firm office in Plymouth who lists the Certified Financial Planner designation, A to Z.
The short answer
16 CFP professionals work in Plymouth; the most are at Shp Wealth Management, LLC (6). 10 are also registered broker representatives.
CFP advisors in Plymouth, A to Z
Every advisor in Plymouth →- Aidan V. AroneShp Wealth Management, LLC · Certified Financial Planner
- Katherine P. BakerShp Wealth Management, LLC · Certified Financial Planner
- Kevin M. CampbellCetera Investment Advisers LLC · Certified Financial Planner
- Sandra G. ChildsEdward Jones · Certified Financial Planner
- Sean M. CondonCondon Wealth Management, Inc. · Certified Financial Planner
- Robert DalyStrategic Advisers LLC · Certified Financial Planner
- Sara D. KapposThe Ameriflex Group · Certified Financial Planner
- Mark S. KenneyShp Wealth Management, LLC · Certified Financial Planner
- Alina OsokhovskaShp Wealth Management, LLC · Certified Financial Planner
- Matthew C. PeckShp Wealth Management, LLC · Certified Financial Planner
- Jane E. RicardiCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Jerald G. RubinCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
- Lori A. UlmCetera Investment Advisers LLC · Certified Financial Planner
- Clifford P. Westberg Jr.Commonwealth Financial Network · Certified Financial Planner
- David S. WhitingLPL Financial LLC · Certified Financial Planner
- Christopher P. WillisShp Wealth Management, LLC · Certified Financial Planner
Firms with the most CFP professionals in Plymouth
Shp Wealth Management, LLC 6Cetera Investment Advisers LLC 2Commonwealth Financial Network 2Cambridge Investment Research Advisors, Inc. 1Condon Wealth Management, Inc. 1Edward Jones 1LPL Financial LLC 1Strategic Advisers LLC 1The Ameriflex Group 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 21Beverly 15Cambridge 14Lynnfield 14Walpole 14North Andover 13Springfield 13
Questions
How many CFP financial advisors are in Plymouth, MA?
16 SEC-registered investment adviser representatives at firm offices in Plymouth, Massachusetts list the CFP designation; Shp Wealth Management, LLC employs the most of them (6).
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 Plymouth?
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.