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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Wellsville, NY

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

The short answer

2 CFP professionals work in Wellsville; the most are at Level Financial Advisors, Inc. (1). 1 are also registered broker representatives.

CFP advisors in Wellsville, A to Z

Every advisor in Wellsville →
  • Geralyn M. GoughOsaic Wealth, Inc. · Certified Financial Planner
  • Winfred G. JacobLevel Financial Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant

Firms with the most CFP professionals in Wellsville

Level Financial Advisors, Inc. 1Osaic Wealth, Inc. 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 Wellsville, NY?

2 SEC-registered investment adviser representatives at firm offices in Wellsville, New York list the CFP designation; Level Financial Advisors, Inc. 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 Wellsville?

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.