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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Marlton, NJ

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

57 CFP professionals work in Marlton; the most are at Wells Fargo Clearing Services, LLC (8). 44 are also registered broker representatives.

CFP advisors in Marlton, A to Z

Every advisor in Marlton →

Firms with the most CFP professionals in Marlton

Wells Fargo Clearing Services, LLC 8Lincoln Investment 6Capital Analysts 5Cora Capital Advisors 5Hightower Advisors, LLC 4LPL Financial LLC 4Laurel Oak Wealth Management, LLC 3Strategic Advisers LLC 3Td Private Client Wealth LLC 3Ameriprise Financial Services, LLC 2Cooney Financial Advisors Inc. 2Janney Montgomery Scott LLC 2Mutual Of Omaha Investor Services, Inc. 2Cetera Investment Advisers LLC 1Charles Schwab & Co., Inc. 1

CFP advisors in other New Jersey cities

All of New Jersey →

Morristown 182Red Bank 87Parsippany 84Paramus 83Florham Park 64Princeton 53Summit 50Englewood 37Westwood 32Cherry Hill 27Jersey City 27Ridgewood 27Fairfield 26Manasquan 24Warren 24Wall 22Bedminster 21Madison 21Montclair 20Moorestown 20Hackensack 19Holmdel 17Basking Ridge 16Lawrenceville 16

Questions

How many CFP financial advisors are in Marlton, NJ?

57 SEC-registered investment adviser representatives at firm offices in Marlton, New Jersey list the CFP designation; Wells Fargo Clearing Services, 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 Marlton?

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.