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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Red Bank, NJ

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

87 CFP professionals work in Red Bank; the most are at LPL Financial LLC (10). 49 are also registered broker representatives.

CFP advisors in Red Bank, A to Z

Every advisor in Red Bank →

Firms with the most CFP professionals in Red Bank

LPL Financial LLC 10Withum Wealth Management 6Wells Fargo Advisors Financial Network, LLC 5Garden State Investment Advisory Services, LLC 4Zynergy Retirement Planning 4Ameriprise Financial Services, LLC 3Newport Capital Group, LLC 3Cetera Investment Advisers LLC 2Charles Schwab & Co., Inc. 2Equity Services, Inc. 2Lighthouse Financial Advisors, Inc. 2Merrill Lynch, Pierce, Fenner & Smith Incorporated 2Oceanic Capital Management LLC 2Pinnacle Associates, Ltd. 2Smallwood Wealth Management 2

CFP advisors in other New Jersey cities

All of New Jersey →

Morristown 182Parsippany 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 16Lawrenceville 16

Questions

How many CFP financial advisors are in Red Bank, NJ?

87 SEC-registered investment adviser representatives at firm offices in Red Bank, New Jersey list the CFP designation; LPL Financial LLC employs the most of them (10).

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 Red Bank?

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.