Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in South Yarmouth, MA

Every SEC-registered financial advisor at a firm office in South Yarmouth who lists the Certified Financial Planner designation, A to Z.

The short answer

2 CFP professionals work in South Yarmouth; the most are at Osaic Wealth, Inc. (2). 2 are also registered broker representatives.

CFP advisors in South Yarmouth, A to Z

Every advisor in South Yarmouth →

Dustin T. AiguierOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
Alan R. MelansonOsaic Wealth, Inc. · Certified Financial Planner

Firms with the most CFP professionals in South Yarmouth

Osaic Wealth, Inc. 2

CFP advisors in other Massachusetts cities

All of Massachusetts →

Boston 405 Waltham 85 Needham 59 Westborough 44 Wellesley 42 Burlington 41 Westwood 38 Braintree 36 Danvers 32 Lexington 27 Newton 27 Hingham 26 Worcester 25 Andover 24 Norwell 23 Woburn 23 Wakefield 21 Framingham 18 Beverly 16 Plymouth 16 Walpole 15 Cambridge 13 Springfield 13 Newburyport 12

Questions

How many CFP financial advisors are in South Yarmouth, MA?

2 SEC-registered investment adviser representatives at firm offices in South Yarmouth, Massachusetts list the CFP designation; Osaic Wealth, 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 South Yarmouth?

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.