Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Basking Ridge, NJ
Every SEC-registered financial advisor at a firm office in Basking Ridge who lists the Certified Financial Planner designation, A to Z.
16 CFP professionals work in Basking Ridge; the most are at Cw Advisors, LLC (5). 9 are also registered broker representatives.
CFP advisors in Basking Ridge, A to Z
Every advisor in Basking Ridge →- William F. Burke Jr.Raymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Peter J. Carollo Jr.Osaic Wealth, Inc. · Certified Financial Planner
- Sean F. DonovanCw Advisors, LLC · Certified Financial Planner
- Valerie L. DownsMai Capital Management, LLC · Certified Financial Planner
- Giovanni DuranRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Justin B. ErferMariner · Certified Financial Planner
- Steven FeldsteinFeldstein, Steven Dba Steven Feldstein & Associates · Certified Financial Planner, Chartered Financial Consultant
- James A. FotiPark Avenue Securities LLC · Certified Financial Planner
- Meryl L. Futey&Partners · Certified Financial Planner
- Wayne W. HowellCw Advisors, LLC · Certified Financial Planner
- Diana R. IanniCw Advisors, LLC · Certified Financial Planner
- Pai-Su KangCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Joseph J. MacellaraCw Advisors, LLC · Certified Financial Planner
- Joseph D. MarroccoCw Advisors, LLC · Certified Financial Planner
- Timothy J. MolLPL Financial LLC · Certified Financial Planner
- Douglas B. RobertsEdward Jones · Certified Financial Planner
Firms with the most CFP professionals in Basking Ridge
Cw Advisors, LLC 5Raymond James Financial Services Advisors, Inc. 2&Partners 1Cambridge Investment Research Advisors, Inc. 1Edward Jones 1Feldstein, Steven Dba Steven Feldstein & Associates 1LPL Financial LLC 1Mai Capital Management, LLC 1Mariner 1Osaic Wealth, Inc. 1Park Avenue Securities LLC 1
CFP advisors in other New Jersey cities
All of New Jersey →Morristown 182Red Bank 87Parsippany 84Paramus 83Florham Park 64Marlton 57Princeton 53Summit 50Englewood 37Westwood 32Cherry Hill 27Jersey City 27Ridgewood 27Fairfield 26Manasquan 24Warren 24Wall 22Bedminster 21Madison 21Montclair 20Moorestown 20Hackensack 19Holmdel 17Lawrenceville 16
Questions
How many CFP financial advisors are in Basking Ridge, NJ?
16 SEC-registered investment adviser representatives at firm offices in Basking Ridge, New Jersey list the CFP designation; Cw Advisors, 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 Basking Ridge?
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.