Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Salem, NH
Every SEC-registered financial advisor at a firm office in Salem who lists the Certified Financial Planner designation, A to Z.
16 CFP professionals work in Salem; the most are at Osaic Wealth, Inc. (3). 14 are also registered broker representatives.
CFP advisors in Salem, A to Z
Every advisor in Salem →- Melinda K. DavisDavis Wealth Advisors · Certified Financial Planner
- Dennis J. DemuthOsaic Wealth, Inc. · Certified Financial Planner
- Parker FreedmanAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Patrick F. Gilligan Jr.Empower Advisory Group, LLC · Certified Financial Planner
- Thomas GriffinSantander Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- Patrick J. HammondRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Peter KalogerakosStrategic Advisers LLC · Certified Financial Planner
- Corey LandryTd Private Client Wealth LLC · Certified Financial Planner
- Andrew R. LefebvreOsaic Wealth, Inc. · Certified Financial Planner
- Kevin E. McKinnonOsaic Institutions, Inc. · Certified Financial Planner
- Paul R. PignoneBeck Bode LLC · Certified Financial Planner, Chartered Financial Consultant
- Donna M. RiveraCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Charles E. RobertsFounders Financial Securities LLC · Certified Financial Planner
- Brendan SleinEdward Jones · Certified Financial Planner
- David E. VaillancourtOsaic Wealth, Inc. · Certified Financial Planner
- Richard F. WallnerLPL Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in Salem
Osaic Wealth, Inc. 3Ameriprise Financial Services, LLC 1Beck Bode LLC 1Cambridge Investment Research Advisors, Inc. 1Davis Wealth Advisors 1Edward Jones 1Empower Advisory Group, LLC 1Founders Financial Securities LLC 1LPL Financial LLC 1Osaic Institutions, Inc. 1Raymond James Financial Services Advisors, Inc. 1Santander Securities LLC 1Strategic Advisers LLC 1Td Private Client Wealth LLC 1
CFP advisors in other New Hampshire cities
All of New Hampshire →Bedford 65Portsmouth 62Manchester 20Nashua 20Concord 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 Salem, NH?
16 SEC-registered investment adviser representatives at firm offices in Salem, New Hampshire list the CFP designation; Osaic Wealth, Inc. employs the most of them (3).
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 Salem?
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.