Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Dunkirk, NY

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

The short answer

1 CFP advisor work in Dunkirk; the most are at LPL Financial LLC (1). 1 are also registered broker representatives.

CFP advisors in Dunkirk, A to Z

Every advisor in Dunkirk →

Eric L. FerryLPL Financial LLC · Certified Financial Planner

Firms with the most CFP professionals in Dunkirk

LPL Financial LLC 1

CFP advisors in other New York cities

All of New York →

New York 996 Rochester 128 Melville 115 Williamsville 66 Garden City 63 Pittsford 62 Buffalo 58 Albany 57 Brooklyn 53 Hauppauge 52 Syracuse 50 White Plains 43 Tarrytown 36 Latham 34 Purchase 33 Amherst 32 Saratoga Springs 31 Jericho 30 Woodbury 26 Staten Island 25 Fairport 24 New York City 24 Rye Brook 23 Elmsford 22

Questions

How many CFP financial advisors are in Dunkirk, NY?

1 SEC-registered investment adviser representatives at firm offices in Dunkirk, New York list the CFP designation; LPL Financial LLC employs the most of them (1).

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 Dunkirk?

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.