Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Huntington, NY
Every SEC-registered financial advisor at a firm office in Huntington who lists the Certified Financial Planner designation, A to Z.
The short answer
12 CFP professionals work in Huntington; the most are at Edward Jones (2). 10 are also registered broker representatives.
CFP advisors in Huntington, A to Z
Every advisor in Huntington →- Stephen J. BirbigliaLPL Financial LLC · Certified Financial Planner
- Gary J. DelorenzoKestra Advisory Services, LLC · Certified Financial Planner
- Michael D. FeinmanAllstate Financial Advisors, LLC · Certified Financial Planner
- Katherine KanesEdward Jones · Certified Financial Planner
- John LamarisJ.P. Morgan Securities LLC · Certified Financial Planner
- Lizbeth K. LindleyEdward Jones · Certified Financial Planner
- Evan M. MurphyLPL Financial LLC · Certified Financial Planner
- Amir A. NoorN Financial Plans · Certified Financial Planner
- Bryan RosenMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Tarleton E. Smith IIIJ.P. Morgan Securities LLC · Certified Financial Planner
- Ronald K. SteinGood Harvest Financial Group, Inc. · Certified Financial Planner
- Richard E. ZacharoffKestra Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
Firms with the most CFP professionals in Huntington
Edward Jones 2J.P. Morgan Securities LLC 2Kestra Advisory Services, LLC 2LPL Financial LLC 2Allstate Financial Advisors, LLC 1Good Harvest Financial Group, Inc. 1MML Investors Services, LLC 1N Financial Plans 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 24Fairport 24Rye Brook 22Orchard Park 21
Questions
How many CFP financial advisors are in Huntington, NY?
12 SEC-registered investment adviser representatives at firm offices in Huntington, New York list the CFP designation; Edward Jones 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 Huntington?
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.