Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Mt. Laurel, NJ
Every SEC-registered financial advisor at a firm office in Mt. Laurel who lists the Certified Financial Planner designation, A to Z.
7 CFP professionals work in Mt. Laurel; the most are at Janney Montgomery Scott LLC (3). 6 are also registered broker representatives.
CFP advisors in Mt. Laurel, A to Z
Every advisor in Mt. Laurel →- Amy BegnaudJanney Montgomery Scott LLC · Certified Financial Planner
- Matthew A. BoyntonUBS Financial Services Inc. · Certified Financial Planner
- John J. DoughertyJanney Montgomery Scott LLC · Certified Financial Planner
- Michael E. ElchonessLPL Financial LLC · Certified Financial Planner
- Jonathan S. LieblGenrise Wealth Advisors LLC · Certified Financial Planner
- Robert A. Rogers Jr.LPL Financial LLC · Certified Financial Planner
- Connor J. WebbJanney Montgomery Scott LLC · Certified Financial Planner
Firms with the most CFP professionals in Mt. Laurel
Janney Montgomery Scott LLC 3LPL Financial LLC 2Genrise Wealth Advisors LLC 1UBS Financial Services 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 Mt. Laurel, NJ?
7 SEC-registered investment adviser representatives at firm offices in Mt. Laurel, New Jersey list the CFP designation; Janney Montgomery Scott 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 Mt. 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.