Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Moorestown, NJ
Every SEC-registered financial advisor at a firm office in Moorestown who lists the Certified Financial Planner designation, A to Z.
20 CFP professionals work in Moorestown; the most are at Quaker Wealth Management LLC (4). 6 are also registered broker representatives.
CFP advisors in Moorestown, A to Z
Every advisor in Moorestown →- Nicholas W. DesantisQuaker Wealth Management LLC · Certified Financial Planner, Chartered Financial Analyst
- Robert W. EblingMain Street Financial Solutions, LLC · Certified Financial Planner
- Bryan G. EvoyLPL Financial LLC · Certified Financial Planner
- John J. Heisler IIIQuaker Wealth Management LLC · Certified Financial Planner
- Thomas A. Lane Jr.Moneta Group Investment Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Sean S. LovisonPurpose Built · Certified Financial Planner
- William D. MadaraAdvisory Services Network · Certified Financial Planner, Chartered Financial Consultant
- Robert H. Martin Sr.Raymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Andrew MayInnovative Investment Fiduciaries, LLC · Certified Financial Planner
- Samantha M. McKeeSanctuary Advisors, LLC · Certified Financial Planner
- Kevin W. MegargelViso Wealth Management LLC · Certified Financial Planner, Chartered Financial Analyst
- John A. Miller Jr.Advisory Services Network · Certified Financial Planner
- Timothy H. MillerQuaker Wealth Management LLC · Certified Financial Planner
- Kevin A. NewbertSanctuary Advisors, LLC · Certified Financial Planner
- Peter R. NewsQuaker Wealth Management LLC · Certified Financial Planner
- Douglas M. RoskosRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- James W. ScottOsaic Wealth, Inc. · Certified Financial Planner
- Joseph J. Skwara Jr.Ameriprise Financial Services, LLC · Certified Financial Planner
- Phyllis I. StormsArrington Financial Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
- Joseph A. Zielinski Jr.Bluefin Financial · Certified Financial Planner
Firms with the most CFP professionals in Moorestown
Quaker Wealth Management LLC 4Advisory Services Network 2Raymond James Financial Services Advisors, Inc. 2Sanctuary Advisors, LLC 2Ameriprise Financial Services, LLC 1Arrington Financial Advisors, LLC 1Bluefin Financial 1Innovative Investment Fiduciaries, LLC 1LPL Financial LLC 1Main Street Financial Solutions, LLC 1Moneta Group Investment Advisors, LLC 1Osaic Wealth, Inc. 1Purpose Built 1Viso Wealth Management 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 20Hackensack 19Holmdel 17Basking Ridge 16Lawrenceville 16
Questions
How many CFP financial advisors are in Moorestown, NJ?
20 SEC-registered investment adviser representatives at firm offices in Moorestown, New Jersey list the CFP designation; Quaker Wealth Management LLC employs the most of them (4).
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 Moorestown?
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.