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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Bedford, NH

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

65 CFP professionals work in Bedford; the most are at Rise Private Wealth Management (11). 32 are also registered broker representatives.

CFP advisors in Bedford, A to Z

Every advisor in Bedford →

Firms with the most CFP professionals in Bedford

Rise Private Wealth Management 11The Harbor Group, Inc. 8Northeast Planning Associates, Inc. 6LPL Financial LLC 5Raymond James Financial Services Advisors, Inc. 5Milestone Financial Planning, LLC 4Brophy Wealth Management, LLC 3MML Investors Services, LLC 3Sweeney Financial Advisors 3Cetera Investment Advisers LLC 2RBC Capital Markets, LLC 2Ameriprise Financial Services, LLC 1Axiom Advisors, LLC 1Bartley Financial Advisors, LLC 1Bcas 1

CFP advisors in other New Hampshire cities

All of New Hampshire →

Portsmouth 62Manchester 20Nashua 20Concord 16Salem 16Merrimack 14Keene 12Windham 11Stratham 10Exeter 9Wolfeboro 9Hanover 8Hampton 6Rochester 6Amherst 5Rye 5Dover 4Laconia 4North Hampton 4Derry 3Goffstown 3Londonderry 3Raymond 3

Questions

How many CFP financial advisors are in Bedford, NH?

65 SEC-registered investment adviser representatives at firm offices in Bedford, New Hampshire list the CFP designation; Rise Private Wealth Management employs the most of them (11).

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 Bedford?

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.