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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Keene, NH

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

12 CFP professionals work in Keene; the most are at Edward Jones (4). 10 are also registered broker representatives.

CFP advisors in Keene, A to Z

Every advisor in Keene →

Firms with the most CFP professionals in Keene

Edward Jones 4LPL Enterprise, LLC 2LPL Financial LLC 2Bluestone Wealth Management LLC 1Cambridge Investment Research Advisors, Inc. 1Ipic, Inc. 1Steward Partners Investment Advisory, LLC 1

CFP advisors in other New Hampshire cities

All of New Hampshire →

Bedford 65Portsmouth 62Manchester 20Nashua 20Concord 16Salem 16Merrimack 14Windham 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 Keene, NH?

12 SEC-registered investment adviser representatives at firm offices in Keene, New Hampshire list the CFP designation; Edward Jones employs the most of them (4).

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 Keene?

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.