Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Winchendon, MA

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

The short answer

1 CFP advisor work in Winchendon; the most are at Edward Jones (1). 1 are also registered broker representatives.

CFP advisors in Winchendon, A to Z

Every advisor in Winchendon →

Cailte KelleyEdward Jones · Certified Financial Planner

Firms with the most CFP professionals in Winchendon

Edward Jones 1

CFP advisors in other Massachusetts cities

All of Massachusetts →

Boston 439 Waltham 101 Needham 71 Westborough 48 Wellesley 47 Burlington 45 Braintree 42 Westwood 38 Danvers 36 Worcester 33 Lexington 30 Andover 29 Hingham 28 Newton 27 Woburn 26 Wakefield 25 Norwell 24 Framingham 21 Beverly 19 Plymouth 19 Cambridge 16 Springfield 16 Lynnfield 15 Walpole 15

Questions

How many CFP financial advisors are in Winchendon, MA?

1 SEC-registered investment adviser representatives at firm offices in Winchendon, Massachusetts list the CFP designation; Edward Jones 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 Winchendon?

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.