Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Wall, NJ
Every SEC-registered financial advisor at a firm office in Wall who lists the Certified Financial Planner designation, A to Z.
22 CFP professionals work in Wall; the most are at Cetera Investment Advisers LLC (10). 19 are also registered broker representatives.
CFP advisors in Wall, A to Z
Every advisor in Wall →- Ethan C. DzenisEquitable Advisors, LLC · Certified Financial Planner
- William J. Egan IIIMML Investors Services, LLC · Certified Financial Planner
- Kaitlyn GalganoUBS Financial Services Inc. · Certified Financial Planner
- Jason K. GordonCetera Investment Advisers LLC · Certified Financial Planner, Personal Financial Specialist
- Justine HughesCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Patrick J. KennyPark Avenue Securities LLC · Certified Financial Planner
- Thomas R. McDermottCetera Investment Advisers LLC · Certified Financial Planner
- Kristin A. McLaughlinAdvisory Services Network · Certified Financial Planner
- William J. McLaughlin Jr.Advisory Services Network · Certified Financial Planner, Chartered Financial Consultant
- Aaron D. NiedermanCetera Investment Advisers LLC · Certified Financial Planner
- Peter F. PabonCetera Investment Advisers LLC · Certified Financial Planner
- Alessandra PanagosCetera Investment Advisers LLC · Certified Financial Planner
- Brendon J. Pierson Jr.Cetera Investment Advisers LLC · Certified Financial Planner
- Kurt J. RossiLPL Financial LLC · Certified Financial Planner
- Michael J. RytelewskiCetera Investment Advisers LLC · Certified Financial Planner
- Anthony M. SandomierskiCetera Investment Advisers LLC · Certified Financial Planner, Personal Financial Specialist
- Howard B. ShemitzIntegrated Asset Management, Inc. · Certified Financial Planner
- Janet S. SherryArkadios Wealth Advisors · Certified Financial Planner
- Philip SimoneArkadios Wealth Advisors · Certified Financial Planner
- Michael TeichmanEquitable Advisors, LLC · Certified Financial Planner
- David M. WrenCetera Investment Advisers LLC · Certified Financial Planner
- Emily K. ZeiglerPark Avenue Securities LLC · Certified Financial Planner
Firms with the most CFP professionals in Wall
Cetera Investment Advisers LLC 10Advisory Services Network 2Arkadios Wealth Advisors 2Equitable Advisors, LLC 2Park Avenue Securities LLC 2Integrated Asset Management, Inc. 1LPL Financial LLC 1MML Investors Services, LLC 1UBS Financial Services 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 24Bedminster 21Madison 21Montclair 20Moorestown 20Hackensack 19Holmdel 17Basking Ridge 16Lawrenceville 16
Questions
How many CFP financial advisors are in Wall, NJ?
22 SEC-registered investment adviser representatives at firm offices in Wall, New Jersey list the CFP designation; Cetera Investment Advisers 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 Wall?
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.