Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Windham, NH
Every SEC-registered financial advisor at a firm office in Windham who lists the Certified Financial Planner designation, A to Z.
11 CFP professionals work in Windham; the most are at Northstar Financial Planning, LLC (4). 2 are also registered broker representatives.
CFP advisors in Windham, A to Z
Every advisor in Windham →- Steven M. AndrewsLPL Financial LLC · Certified Financial Planner
- Alyson C. BassoThe Patriot Financial Group, LLC · Certified Financial Planner, Chartered Financial Consultant
- Alexa F. DarbeNorthstar Financial Planning, LLC · Certified Financial Planner
- Rachel N. DecarolisNorthstar Financial Planning, LLC · Certified Financial Planner
- Jared T. HooleLakeside Financial Planning, LLC · Certified Financial Planner
- Christopher P. KelliherCreative Planning · Certified Financial Planner
- Natalie B. MarinNorthstar Financial Planning, LLC · Certified Financial Planner
- Michael P. Murphy Jr.Edward Jones · Certified Financial Planner, Chartered Financial Consultant
- Brian C. PirriFocus Partners Wealth, LLC · Certified Financial Planner
- Inna RivilisSunflower Financial Planning, LLC · Certified Financial Planner
- Robin A. YoungNorthstar Financial Planning, LLC · Certified Financial Planner
Firms with the most CFP professionals in Windham
Northstar Financial Planning, LLC 4Creative Planning 1Edward Jones 1Focus Partners Wealth, LLC 1LPL Financial LLC 1Lakeside Financial Planning, LLC 1Sunflower Financial Planning, LLC 1The Patriot Financial Group, LLC 1
CFP advisors in other New Hampshire cities
All of New Hampshire →Bedford 65Portsmouth 62Manchester 20Nashua 20Concord 16Salem 16Merrimack 14Keene 12Stratham 10Exeter 9Wolfeboro 9Hanover 8Hampton 6Rochester 6Amherst 5Rye 5Dover 4Laconia 4North Hampton 4Derry 3Goffstown 3Londonderry 3Raymond 3
Questions
How many CFP financial advisors are in Windham, NH?
11 SEC-registered investment adviser representatives at firm offices in Windham, New Hampshire list the CFP designation; Northstar Financial Planning, LLC 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 Windham?
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.