Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Wilmington, MA
Every SEC-registered financial advisor at a firm office in Wilmington who lists the Certified Financial Planner designation, A to Z.
5 CFP professionals work in Wilmington; the most are at Commonwealth Financial Network (1). 4 are also registered broker representatives.
CFP advisors in Wilmington, A to Z
Every advisor in Wilmington →- Brian M. BondLeverage Financial Advisory · Certified Financial Planner
- Daniel J. EsdaleCommonwealth Financial Network · Certified Financial Planner
- Patricia M. GildeaGlobal Retirement Partners LLC · Certified Financial Planner
- Adam KlineStrategic Advisers LLC · Certified Financial Planner
- Gregory R. SadowskiEdward Jones · Certified Financial Planner
Firms with the most CFP professionals in Wilmington
Commonwealth Financial Network 1Edward Jones 1Global Retirement Partners LLC 1Leverage Financial Advisory 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 Wilmington, MA?
5 SEC-registered investment adviser representatives at firm offices in Wilmington, Massachusetts list the CFP designation; Commonwealth Financial Network employs the most of them (1).
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 Wilmington?
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.