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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Portsmouth, NH

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

The short answer

57 CFP professionals work in Portsmouth; the most are at Wells Fargo Clearing Services, LLC (5). 29 are also registered broker representatives.

CFP advisors in Portsmouth, A to Z

Every advisor in Portsmouth →

Firms with the most CFP professionals in Portsmouth

Wells Fargo Clearing Services, LLC 5Ameriprise Financial Services, LLC 4F L Putnam Investment Management Co. 4LPL Financial LLC 4Arca Wealth, LLC 3Cmh Wealth Management, LLC 3Hightower Advisors, LLC 3Mercer Global Advisors Inc. 3Nvest Financial, LLC 3Saltbox Financial LLC 3Cornerstone Financial Planning, LLC 2Morgan Stanley 2Secure Planning, LLC 2UBS Financial Services Inc. 2Cambridge Investment Research Advisors, Inc. 1

CFP advisors in other New Hampshire cities

All of New Hampshire →

Bedford 65Manchester 20Nashua 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 Portsmouth, NH?

57 SEC-registered investment adviser representatives at firm offices in Portsmouth, New Hampshire list the CFP designation; Wells Fargo Clearing Services, 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 Portsmouth?

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.