Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Toms River, NJ
Every SEC-registered financial advisor at a firm office in Toms River who lists the Certified Financial Planner designation, A to Z.
16 CFP professionals work in Toms River; the most are at Cetera Investment Advisers LLC (2). 10 are also registered broker representatives.
CFP advisors in Toms River, A to Z
Every advisor in Toms River →- Michael AndrieuMorgan Stanley · Certified Financial Planner
- Mark J. AngeloLPL Financial LLC · Certified Financial Planner
- Glenn A. BlachmanSummit Financial, LLC · Certified Financial Planner
- Joseph A. CannovaCetera Investment Advisers LLC · Certified Financial Planner, Personal Financial Specialist
- Thomas E. ConnorsIsland Financial Advisors · Certified Financial Planner
- Thomas M. DefinoMorgan Stanley · Certified Financial Planner
- John P. HammackMain Street Financial Solutions, LLC · Certified Financial Planner
- Yoel KaplowitzAble Wealth Management LLC · Certified Financial Planner
- James KoernerCetera Investment Advisers LLC · Certified Financial Planner
- Sean F. MonahanCommonwealth Financial Network · Certified Financial Planner
- Paul W. MurphyWealth Quarterback LLC · Certified Financial Planner, Chartered Financial Analyst
- Brian J. PowerSummit Financial, LLC · Certified Financial Planner
- James A. RachlinJanney Montgomery Scott LLC · Certified Financial Planner, Chartered Financial Consultant
- Robert J. RichardsCommonwealth Financial Network · Certified Financial Planner
- Richard RivereJ.P. Morgan Securities LLC · Certified Financial Planner
- Michael J. SorieroSpc · Certified Financial Planner
Firms with the most CFP professionals in Toms River
Cetera Investment Advisers LLC 2Commonwealth Financial Network 2Morgan Stanley 2Summit Financial, LLC 2Able Wealth Management LLC 1Island Financial Advisors 1J.P. Morgan Securities LLC 1Janney Montgomery Scott LLC 1LPL Financial LLC 1Main Street Financial Solutions, LLC 1Mark J. Angelo Financial Services 1Spc 1Wealth Quarterback LLC 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 Toms River, NJ?
16 SEC-registered investment adviser representatives at firm offices in Toms River, New Jersey list the CFP designation; Cetera Investment Advisers LLC employs the most of them (2).
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 Toms River?
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.