Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Sewell, NJ

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

The short answer

5 CFP professionals work in Sewell; the most are at Ta Capital Management, LLC (3). 2 are also registered broker representatives.

CFP advisors in Sewell, A to Z

Every advisor in Sewell →

Aimee H. BaehrTa Capital Management, LLC · Certified Financial Planner
Collin G. BillTa Capital Management, LLC · Certified Financial Planner
David Debreceni Sr.Edward Jones · Certified Financial Planner, Chartered Financial Consultant
William L. LaffertyTa Capital Management, LLC · Certified Financial Planner
Robert G. Mason Sr.Edward Jones · Certified Financial Planner

Firms with the most CFP professionals in Sewell

Ta Capital Management, LLC 3 Edward Jones 2

CFP advisors in other New Jersey cities

All of New Jersey →

Morristown 182 Red Bank 87 Parsippany 84 Paramus 83 Florham Park 64 Marlton 57 Princeton 53 Summit 50 Englewood 37 Westwood 32 Cherry Hill 27 Jersey City 27 Ridgewood 27 Fairfield 26 Manasquan 24 Warren 24 Wall 22 Bedminster 21 Madison 21 Montclair 20 Moorestown 20 Hackensack 19 Holmdel 17 Basking Ridge 16

Questions

How many CFP financial advisors are in Sewell, NJ?

5 SEC-registered investment adviser representatives at firm offices in Sewell, New Jersey list the CFP designation; Ta Capital Management, 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 Sewell?

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.