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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Manchester, NH

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

The short answer

22 CFP professionals work in Manchester; the most are at Arcadia Wealth Management, LLC (5). 13 are also registered broker representatives.

CFP advisors in Manchester, A to Z

Every advisor in Manchester →

Firms with the most CFP professionals in Manchester

Arcadia Wealth Management, LLC 5LPL Financial LLC 3Wells Fargo Clearing Services, LLC 3Strategic Advisers LLC 2Abundo Wealth 1Citizens Securities, Inc. 1Commonwealth Financial Network 1Curbstone Financial Management Corp. 1Financial Advice Center 1Goldfinch Financial, Inc. 1Montis Financial, LLC 1Morgan Stanley 1Steward Partners Investment Advisory, LLC 1Td Private Client Wealth LLC 1

CFP advisors in other New Hampshire cities

All of New Hampshire →

Bedford 65Portsmouth 62Nashua 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 Manchester, NH?

22 SEC-registered investment adviser representatives at firm offices in Manchester, New Hampshire list the CFP designation; Arcadia Wealth Management, LLC employs the most of them (5).

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 Manchester?

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.