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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Merrimack, NH

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

The short answer

14 CFP professionals work in Merrimack; the most are at Strategic Advisers LLC (10). 12 are also registered broker representatives.

CFP advisors in Merrimack, A to Z

Every advisor in Merrimack →

Firms with the most CFP professionals in Merrimack

Strategic Advisers LLC 10Cambridge Investment Research Advisors, Inc. 1Creegan & Associates 1Dorothy J. Cole 1Edward Jones 1

CFP advisors in other New Hampshire cities

All of New Hampshire →

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

14 SEC-registered investment adviser representatives at firm offices in Merrimack, New Hampshire list the CFP designation; Strategic Advisers LLC employs the most of them (10).

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 Merrimack?

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.