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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Wellesley Hills, MA

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

3 CFP professionals work in Wellesley Hills; the most are at Merrill Lynch, Pierce, Fenner & Smith Incorporated (2). 2 are also registered broker representatives.

CFP advisors in Wellesley Hills, A to Z

Every advisor in Wellesley Hills →
  • Jonathan BrummerMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
  • Arthur J. EbersoleEbersole Financial LLC · Certified Financial Planner, Chartered Financial Analyst
  • James A. McKayMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner

Firms with the most CFP professionals in Wellesley Hills

Merrill Lynch, Pierce, Fenner & Smith Incorporated 2Ebersole Financial 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 Wellesley Hills, MA?

3 SEC-registered investment adviser representatives at firm offices in Wellesley Hills, Massachusetts list the CFP designation; Merrill Lynch, Pierce, Fenner & Smith Incorporated 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 Wellesley Hills?

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.