Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Fairport, NY
Every SEC-registered financial advisor at a firm office in Fairport who lists the Certified Financial Planner designation, A to Z.
24 CFP professionals work in Fairport; the most are at Manning & Napier Advisors, LLC (7). 19 are also registered broker representatives.
CFP advisors in Fairport, A to Z
Every advisor in Fairport →- John K. Best Jr.Raymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Jamie F. BlockMercer Global Advisors Inc. · Certified Financial Planner, Personal Financial Specialist
- Brittany A. BuffingtonManning & Napier Advisors, LLC · Certified Financial Planner
- Barbara M. ClemonsClemons Financial Education Company · Certified Financial Planner, Chartered Financial Consultant
- Leslie Edgcomb IIIRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Mark T. HigginsOsaic Wealth, Inc. · Certified Financial Planner
- Thomas H. HigginsOsaic Wealth, Inc. · Certified Financial Planner
- Jeremiah B. HowardCommonwealth Financial Network · Certified Financial Planner
- Nick A. JensenMercer Global Advisors Inc. · Certified Financial Planner
- Michael J. Kazacos Jr.Stifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Jack KnaptonManning & Napier Advisors, LLC · Certified Financial Planner
- Courtney A. LafflerEdward Jones · Certified Financial Planner
- Ethan B. McKenneyManning & Napier Advisors, LLC · Certified Financial Planner
- Annie C. McQuilkenForever Financial Advisors, LLC · Certified Financial Planner
- William R. PaganoLPL Financial LLC · Certified Financial Planner
- Cathy PereiraManning & Napier Advisors, LLC · Certified Financial Planner
- Paul A. PetersonLPL Financial LLC · Certified Financial Planner
- Kay PfleghardtRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Susan A. PilonManning & Napier Advisors, LLC · Certified Financial Planner
- Chelsea A. SeibelManning & Napier Advisors, LLC · Certified Financial Planner
- Michael J. UnderwoodHornor, Townsend & Kent, LLC · Certified Financial Planner
- Dana F. VosburghManning & Napier Advisors, LLC · Certified Financial Planner
- Michael C. WeidnerRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- John P. ZicariStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
Firms with the most CFP professionals in Fairport
Manning & Napier Advisors, LLC 7Raymond James Financial Services Advisors, Inc. 4LPL Financial LLC 2Mercer Global Advisors Inc. 2Osaic Wealth, Inc. 2Stifel, Nicolaus & Company, Incorporated 2Clemons Financial Education Company 1Commonwealth Financial Network 1Edward Jones 1Forever Financial Advisors, LLC 1Hornor, Townsend & Kent, LLC 1
CFP advisors in other New York cities
All of New York →New York 985Rochester 131Melville 110Garden City 65Pittsford 61Williamsville 61Buffalo 56Albany 52Brooklyn 52Hauppauge 51Syracuse 46White Plains 40Tarrytown 39Latham 33Purchase 33Saratoga Springs 31Jericho 28New York City 28Staten Island 25Woodbury 25Amherst 24Rye Brook 22Orchard Park 21Elmsford 20
Questions
How many CFP financial advisors are in Fairport, NY?
24 SEC-registered investment adviser representatives at firm offices in Fairport, New York list the CFP designation; Manning & Napier Advisors, LLC employs the most of them (7).
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 Fairport?
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.