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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Hampton, NH

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

6 CFP professionals work in Hampton; the most are at Citizens Securities, Inc. (2). 4 are also registered broker representatives.

CFP advisors in Hampton, A to Z

Every advisor in Hampton →
  • Briar K. GoldenCitizens Securities, Inc. · Certified Financial Planner
  • David T. MayesThree Bearings Fiduciary Advisors, Inc. · Certified Financial Planner
  • Michaela F. ScottOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Jayson L. SpringCitizens Securities, Inc. · Certified Financial Planner
  • Scott P. ZimmermannEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Zachary ZwickThree Bearings Fiduciary Advisors, Inc. · Certified Financial Planner

Firms with the most CFP professionals in Hampton

Citizens Securities, Inc. 2Three Bearings Fiduciary Advisors, Inc. 2Edward Jones 1Osaic Wealth, Inc. 1

CFP advisors in other New Hampshire cities

All of New Hampshire →

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

Questions

How many CFP financial advisors are in Hampton, NH?

6 SEC-registered investment adviser representatives at firm offices in Hampton, New Hampshire list the CFP designation; Citizens Securities, Inc. 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 Hampton?

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.