Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Concord, NH
Every SEC-registered financial advisor at a firm office in Concord who lists the Certified Financial Planner designation, A to Z.
16 CFP professionals work in Concord; the most are at Focus Partners Wealth, LLC (2). 9 are also registered broker representatives.
CFP advisors in Concord, A to Z
Every advisor in Concord →- Jebalakshi A. ArnoldFocus Partners Wealth, LLC · Certified Financial Planner
- Christopher T. BenoitLPL Financial LLC · Certified Financial Planner
- Robert S. BloodNorthwestern Mutual Investment Services, LLC · Certified Financial Planner
- Raymond E. BursteinEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- John P. ColliganColligan Advisory, LLC · Certified Financial Planner
- Scott W. CoulterOsaic Institutions, Inc. · Certified Financial Planner
- John R. HeiseAtlas Fiduciary Services, Inc. · Certified Financial Planner
- William A. KearneyBenjamin F. Edwards & Company, Inc. · Certified Financial Planner
- Simon D. KeelingRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Philip G. KellerRBC Capital Markets, LLC · Certified Financial Planner
- Regina M. KozsanCetera Investment Advisers LLC · Certified Financial Planner
- Natalya S. PearlDragonfly Wealth Advisory · Certified Financial Planner
- Walter D. Razzaboni Jr.UBS Financial Services Inc. · Certified Financial Planner
- Jaimie L. SousaFocus Partners Wealth, LLC · Certified Financial Planner
- Geoffrey E. TuthillMariner · Certified Financial Planner
- Peter W. Willcox Jr.Affinity Investment Group, LLC · Certified Financial Planner
Firms with the most CFP professionals in Concord
Focus Partners Wealth, LLC 2Affinity Investment Group, LLC 1Atlas Fiduciary Services, Inc. 1Benjamin F. Edwards & Company, Inc. 1Cetera Investment Advisers LLC 1Colligan Advisory, LLC 1Dragonfly Wealth Advisory 1Edward Jones 1LPL Financial LLC 1Mariner 1Northwestern Mutual Investment Services, LLC 1Osaic Institutions, Inc. 1RBC Capital Markets, LLC 1Raymond James Financial Services Advisors, Inc. 1UBS Financial Services Inc. 1
CFP advisors in other New Hampshire cities
All of New Hampshire →Bedford 65Portsmouth 62Manchester 20Nashua 20Salem 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 Concord, NH?
16 SEC-registered investment adviser representatives at firm offices in Concord, New Hampshire list the CFP designation; Focus Partners Wealth, LLC employs the most of them (2).
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 Concord?
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.