Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Swampscott, MA
Every SEC-registered financial advisor at a firm office in Swampscott who lists the Certified Financial Planner designation, A to Z.
5 CFP professionals work in Swampscott; the most are at Smarter Bear Financial Advisory (2). 0 are also registered broker representatives.
CFP advisors in Swampscott, A to Z
Every advisor in Swampscott →- Michael W. CostaNextstep Portfolios LLC · Certified Financial Planner, Chartered Financial Analyst
- Lawrence J. DeranySmarter Bear Financial Advisory · Certified Financial Planner
- Duncan G. PerrySmarter Bear Financial Advisory · Certified Financial Planner
- Julie A. SacchieroMariner · Certified Financial Planner
- Ryan C. WilsonWilson Capital, LLC · Certified Financial Planner
Firms with the most CFP professionals in Swampscott
Smarter Bear Financial Advisory 2Mariner 1Nextstep Portfolios LLC 1Wilson Capital, 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 Swampscott, MA?
5 SEC-registered investment adviser representatives at firm offices in Swampscott, Massachusetts list the CFP designation; Smarter Bear Financial Advisory 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 Swampscott?
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.