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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Exeter, NH

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

9 CFP professionals work in Exeter; the most are at MML Investors Services, LLC (2). 6 are also registered broker representatives.

CFP advisors in Exeter, A to Z

Every advisor in Exeter →

Firms with the most CFP professionals in Exeter

MML Investors Services, LLC 2Summit Wealth Group LLC 2Blueline Advisors 1Commonwealth Financial Network 1Eagle Strategies LLC 1Edward Jones 1Ledgewood Wealth Advisors, LLC 1

CFP advisors in other New Hampshire cities

All of New Hampshire →

Bedford 65Portsmouth 62Manchester 20Nashua 20Concord 16Salem 16Merrimack 14Keene 12Windham 11Stratham 10Wolfeboro 9Hanover 8Hampton 6Rochester 6Amherst 5Rye 5Dover 4Laconia 4North Hampton 4Derry 3Goffstown 3Londonderry 3Raymond 3

Questions

How many CFP financial advisors are in Exeter, NH?

9 SEC-registered investment adviser representatives at firm offices in Exeter, New Hampshire list the CFP designation; MML Investors Services, 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 Exeter?

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.