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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Lincroft, NJ

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

10 CFP professionals work in Lincroft; the most are at World Investment Advisors, LLC (8). 9 are also registered broker representatives.

CFP advisors in Lincroft, A to Z

Every advisor in Lincroft →
  • Frank J. Baird IIIWorld Investment Advisors, LLC · Certified Financial Planner
  • Jason D. BritoOsaic Wealth, Inc. · Certified Financial Planner
  • Brian L. DavisWells Fargo Clearing Services, LLC · Certified Financial Planner
  • Richard HabibWorld Investment Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Troy G. HammondWorld Investment Advisors, LLC · Certified Financial Planner
  • Shannon C. MainWorld Investment Advisors, LLC · Certified Financial Planner
  • Sidney PoretskyWorld Investment Advisors, LLC · Certified Financial Planner
  • David A. RadocciaWorld Investment Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Melinda G. ThomasWorld Investment Advisors, LLC · Certified Financial Planner
  • Mallory M. Van LeeuwenWorld Investment Advisors, LLC · Certified Financial Planner

Firms with the most CFP professionals in Lincroft

World Investment Advisors, LLC 8Osaic Wealth, Inc. 1Wells Fargo Clearing 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 32Cherry Hill 27Jersey City 27Ridgewood 27Fairfield 26Manasquan 24Warren 24Wall 22Bedminster 21Madison 21Montclair 20Moorestown 20Hackensack 19Holmdel 17Basking Ridge 16

Questions

How many CFP financial advisors are in Lincroft, NJ?

10 SEC-registered investment adviser representatives at firm offices in Lincroft, New Jersey list the CFP designation; World Investment Advisors, LLC employs the most of them (8).

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 Lincroft?

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.