Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Union, NJ

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

4 CFP professionals work in Union; the most are at Inovo Wealth Architects (2). 3 are also registered broker representatives.

CFP advisors in Union, A to Z

Every advisor in Union →

Sunsierre N. AtkinsonTeam Financial Planning · Certified Financial Planner
Anthony M. CalabreseLPL Financial LLC · Certified Financial Planner
Luis R. DacostaLPL Financial LLC · Certified Financial Planner
David J. NovickCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant

Firms with the most CFP professionals in Union

Inovo Wealth Architects 2 LPL Financial LLC 2 Cambridge Investment Research Advisors, Inc. 1 Team Financial Planning 1

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 Union, NJ?

4 SEC-registered investment adviser representatives at firm offices in Union, New Jersey list the CFP designation; Inovo Wealth Architects 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 Union?

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.