Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Mount Laurel, NJ
Every SEC-registered financial advisor at a firm office in Mount Laurel who lists the Certified Financial Planner designation, A to Z.
10 CFP professionals work in Mount Laurel; the most are at RBC Capital Markets, LLC (3). 10 are also registered broker representatives.
CFP advisors in Mount Laurel, A to Z
Every advisor in Mount Laurel →- Christopher J. CanalRBC Capital Markets, LLC · Certified Financial Planner
- Sam M. CeniccolaRBC Capital Markets, LLC · Certified Financial Planner
- Andrew N. LeitheOsaic Wealth, Inc. · Certified Financial Planner
- Gregory P. LofgrenMorgan Stanley · Certified Financial Planner
- Joseph K. McBrideOsaic Wealth, Inc. · Certified Financial Planner
- David N. PrattMorgan Stanley · Certified Financial Planner
- Paul A. TropeaRBC Capital Markets, LLC · Certified Financial Planner
- Marie TurinoValic Financial Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Eileen M. WoodTruist Advisory Services, Inc. · Certified Financial Planner
- Alfred ZarroliAmeriprise Financial Services, LLC · Certified Financial Planner
Firms with the most CFP professionals in Mount Laurel
RBC Capital Markets, LLC 3Morgan Stanley 2Osaic Wealth, Inc. 2Ameriprise Financial Services, LLC 1Strategic Financial 1Truist Advisory Services, Inc. 1Valic Financial Advisors, Inc. 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 Mount Laurel, NJ?
10 SEC-registered investment adviser representatives at firm offices in Mount Laurel, New Jersey list the CFP designation; RBC Capital Markets, LLC employs the most of them (3).
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 Mount Laurel?
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.