Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Woburn, MA
Every SEC-registered financial advisor at a firm office in Woburn who lists the Certified Financial Planner designation, A to Z.
24 CFP professionals work in Woburn; the most are at Cetera Investment Advisers LLC (3). 18 are also registered broker representatives.
CFP advisors in Woburn, A to Z
Every advisor in Woburn →- Maximilian AlsarrafCitizens Securities, Inc. · Certified Financial Planner
- James R. ClaroniLPL Financial LLC · Certified Financial Planner
- David L. ErwinRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Francis T. FinnAlta Wealth Advisors LLC · Certified Financial Planner
- Ronald J. GiuntaFlagship Private Wealth · Certified Financial Planner
- Jonathan R. HardingSavant Wealth Management · Certified Financial Planner, Chartered Financial Consultant
- Elizabeth A. JohnsonFlagship Private Wealth · Certified Financial Planner
- Kathleen T. KenealyKatapult Financial Planning LLC · Certified Financial Planner
- Eleni LiakakisCetera Investment Advisers LLC · Certified Financial Planner
- Shauna E. LynchStrategic Advisers LLC · Certified Financial Planner
- Leanne A. MartinIntegrity Financial Advisors, LLC · Certified Financial Planner
- Paul S. McNultyLPL Financial LLC · Certified Financial Planner
- Jeffrey H. MitchellUSI Advisors · Certified Financial Planner, Chartered Financial Analyst
- Daniel J. MorongAmeriprise Financial Services, LLC · Certified Financial Planner
- Giordanio P. NevilCetera Investment Advisers LLC · Certified Financial Planner
- John W. Nolan IVRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Michael R. PerkinsCetera Investment Advisers LLC · Certified Financial Planner
- Michael R. QuinnAlta Wealth Advisors LLC · Certified Financial Planner, Chartered Financial Consultant
- Paul J. SauerbrunnLPL Financial LLC · Certified Financial Planner
- James P. ScallySavant Wealth Management · Certified Financial Planner
- Dylan A. SouterCitizens Securities, Inc. · Certified Financial Planner
- Reed P. ThompsonRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Karl J. WarnerFlagship Private Wealth · Certified Financial Planner
- Joseph A. Waters Jr.Savant Wealth Management · Certified Financial Planner
Firms with the most CFP professionals in Woburn
Cetera Investment Advisers LLC 3Flagship Private Wealth 3LPL Financial LLC 3Raymond James Financial Services Advisors, Inc. 3Savant Wealth Management 3Alta Wealth Advisors LLC 2Citizens Securities, Inc. 2Ameriprise Financial Services, LLC 1Integrity Financial Advisors, LLC 1Katapult Financial Planning LLC 1Strategic Advisers LLC 1USI Advisors 1
CFP advisors in other Massachusetts cities
All of Massachusetts →Boston 391Waltham 92Needham 60Westborough 43Burlington 41Wellesley 40Westwood 36Braintree 35Danvers 31Hingham 27Lexington 25Newton 25Andover 24Worcester 24Norwell 22Wakefield 22Framingham 21Plymouth 18Beverly 15Cambridge 14Lynnfield 14Walpole 14North Andover 13Springfield 13
Questions
How many CFP financial advisors are in Woburn, MA?
24 SEC-registered investment adviser representatives at firm offices in Woburn, Massachusetts list the CFP designation; Cetera Investment Advisers LLC employs the most of them (3).
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 Woburn?
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.