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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Wayland, MA

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

7 CFP professionals work in Wayland; the most are at Asset Strategy Advisors, LLC (2). 5 are also registered broker representatives.

CFP advisors in Wayland, A to Z

Every advisor in Wayland →

Firms with the most CFP professionals in Wayland

Asset Strategy Advisors, LLC 2Advisors Capital Management, LLC 1Cambridge Investment Research Advisors, Inc. 1Commonwealth Financial Network 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 Wayland, MA?

7 SEC-registered investment adviser representatives at firm offices in Wayland, Massachusetts list the CFP designation; Asset Strategy Advisors, LLC 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 Wayland?

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.