Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Holmdel, NJ
Every SEC-registered financial advisor at a firm office in Holmdel who lists the Certified Financial Planner designation, A to Z.
17 CFP professionals work in Holmdel; the most are at Park Avenue Securities LLC (5). 13 are also registered broker representatives.
CFP advisors in Holmdel, A to Z
Every advisor in Holmdel →- Said AbouomarLPL Financial LLC · Certified Financial Planner
- Thomas F. BaumanPark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- Joseph R. BonfiglioCetera Investment Advisers LLC · Certified Financial Planner
- Joyce K. ChanPark Avenue Securities LLC · Certified Financial Planner
- Frank T. CorradoRobertson Stephens · Certified Financial Planner
- James P. DematteoPark Avenue Securities LLC · Certified Financial Planner
- Anindita DharLPL Financial LLC · Certified Financial Planner
- Joseph B. FitzgeraldPark Avenue Securities LLC · Certified Financial Planner
- Christopher M. GrellaLPL Enterprise, LLC · Certified Financial Planner
- Paul D. JetterLPL Financial LLC · Certified Financial Planner
- Peter W. JohnsonPark Avenue Securities LLC · Certified Financial Planner
- Jonathan M. MoodyA.G.P. / Alliance Global Partners · Certified Financial Planner
- Vid PonnapalliUnique Financial Advisors LLC · Certified Financial Planner
- Todd J. RosenblattLPL Financial LLC · Certified Financial Planner
- Joseph M. SchultzHbks Wealth Advisors · Certified Financial Planner
- Woodrow W. Willey Jr.A.G.P. / Alliance Global Partners · Certified Financial Planner, Personal Financial Specialist
- Danny A. YuHillcrest Wealth Advisors - Ny, LLC · Certified Financial Planner
Firms with the most CFP professionals in Holmdel
Park Avenue Securities LLC 5LPL Financial LLC 4A.G.P. / Alliance Global Partners 2Cetera Investment Advisers LLC 1Hbks Wealth Advisors 1Hillcrest Wealth Advisors - Ny, LLC 1LPL Enterprise, LLC 1Robertson Stephens 1Unique Financial Advisors 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 19Basking Ridge 16Lawrenceville 16
Questions
How many CFP financial advisors are in Holmdel, NJ?
17 SEC-registered investment adviser representatives at firm offices in Holmdel, New Jersey list the CFP designation; Park Avenue Securities 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 Holmdel?
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.