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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Cherry Hill, NJ

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

27 CFP professionals work in Cherry Hill; the most are at Bcg Securities, Inc. (5). 20 are also registered broker representatives.

CFP advisors in Cherry Hill, A to Z

Every advisor in Cherry Hill →

Firms with the most CFP professionals in Cherry Hill

Bcg Securities, Inc. 5LPL Financial LLC 5Cetera Investment Advisers LLC 2Ameritas Advisory Services, LLC 1Co.-Missions Financial Planning 1Coadjutant Financial Planning Services 1Coppell Advisory Solutions LLC 1Edelman Financial Engines 1Equitable Advisors, LLC 1Integrated Wealth Concepts LLC 1Mk3 Wealth LLC 1Osaic Wealth, Inc. 1Raymond James Financial Services Advisors, Inc. 1Retirement Plan Advisors, LLC 1S & A Financial Strategies & Services, 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 32Jersey City 27Ridgewood 27Fairfield 26Manasquan 24Warren 24Wall 22Bedminster 21Madison 21Montclair 20Moorestown 20Hackensack 19Holmdel 17Basking Ridge 16Lawrenceville 16

Questions

How many CFP financial advisors are in Cherry Hill, NJ?

27 SEC-registered investment adviser representatives at firm offices in Cherry Hill, New Jersey list the CFP designation; Bcg Securities, Inc. 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 Cherry Hill?

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.