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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Worcester, MA

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

24 CFP professionals work in Worcester; the most are at Commonwealth Financial Network (5). 18 are also registered broker representatives.

CFP advisors in Worcester, A to Z

Every advisor in Worcester →
  • Shepard W. AllenCambridge Investment Research Advisors, Inc. · Certified Financial Planner
  • Joseph E. AndrewsRaymond James & Associates, Inc. · Certified Financial Planner
  • John R. BoydBoyd Financial Strategies, Inc. · Certified Financial Planner
  • Nicholas A. CantrellCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Richard M. CarrCarr Financial Group · Certified Financial Planner, Chartered Financial Consultant
  • Peter V. CarusoWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
  • Kyle GrayMoneta Group Investment Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Christian GrundelCetera Investment Advisers LLC · Certified Financial Planner
  • Robert A. HoeyCommonwealth Financial Network · Certified Financial Planner
  • Gary W. HollandCetera Investment Advisers LLC · Certified Financial Planner
  • Aaron A. KohlCetera Investment Advisers LLC · Certified Financial Planner
  • Steven R. LarsonCommonwealth Financial Network · Certified Financial Planner
  • John C. LlodraNew Harbor Financial Group, LLC · Certified Financial Planner
  • Raymond J. Lucas Jr.Integrated Wealth Concepts LLC · Certified Financial Planner
  • Andrea L. LuceyCarr Financial Group · Certified Financial Planner, Chartered Financial Consultant
  • Christopher M. LussierRaymond James & Associates, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Michael MacleanLPL Financial LLC · Certified Financial Planner
  • Satya B. MitraCetera Investment Advisers LLC · Certified Financial Planner
  • Moira Moynihan-ManoogKestra Advisory Services, LLC · Certified Financial Planner
  • Hazel J. NuttBartholomew & Company Wealth Management, LLC · Certified Financial Planner
  • Joshua A. PaulBartholomew & Company Wealth Management, LLC · Certified Financial Planner
  • Nancy L. ScottBartholomew & Company Wealth Management, LLC · Certified Financial Planner
  • Christopher R. SharryConsolidated Portfolio Review Corp. · Certified Financial Planner
  • Drew K. StrattonCommonwealth Financial Network · Certified Financial Planner

Firms with the most CFP professionals in Worcester

Commonwealth Financial Network 5Cetera Investment Advisers LLC 4Bartholomew & Company Wealth Management, LLC 3Cambridge Investment Research Advisors, Inc. 2Carr Financial Group 2Raymond James & Associates, Inc. 2Boyd Financial Strategies, Inc. 1Consolidated Portfolio Review Corp. 1Integrated Wealth Concepts LLC 1Kestra Advisory Services, LLC 1LPL Financial LLC 1Moneta Group Investment Advisors, LLC 1New Harbor Financial Group, LLC 1Wells Fargo Advisors Financial Network, 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 24Norwell 22Wakefield 22Framingham 21Plymouth 18Beverly 15Cambridge 14Lynnfield 14Walpole 14North Andover 13Springfield 13

Questions

How many CFP financial advisors are in Worcester, MA?

24 SEC-registered investment adviser representatives at firm offices in Worcester, Massachusetts list the CFP designation; Commonwealth Financial Network employs the most of them (5).

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 Worcester?

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.