Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Oradell, NJ
Every SEC-registered financial advisor at a firm office in Oradell who lists the Certified Financial Planner designation, A to Z.
6 CFP professionals work in Oradell; the most are at Traphagen Financial Group (3). 3 are also registered broker representatives.
CFP advisors in Oradell, A to Z
Every advisor in Oradell →- Austin J. BriggsTraphagen Financial Group · Certified Financial Planner
- James F. Mangam Jr.LPL Financial LLC · Certified Financial Planner
- Anthony J. OrlandoOsaic Wealth, Inc. · Certified Financial Planner
- Adrian RodriguezTraphagen Financial Group · Certified Financial Planner
- V P. TraphagenTraphagen Financial Group · Certified Financial Planner, Personal Financial Specialist
- Michael ZawadiwskyiLPL Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in Oradell
Traphagen Financial Group 3LPL Financial LLC 2Osaic Wealth, 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 Oradell, NJ?
6 SEC-registered investment adviser representatives at firm offices in Oradell, New Jersey list the CFP designation; Traphagen Financial Group 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 Oradell?
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.