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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in White Plains, NY

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

40 CFP professionals work in White Plains; the most are at Ameriprise Financial Services, LLC (5). 20 are also registered broker representatives.

CFP advisors in White Plains, A to Z

Every advisor in White Plains →

Firms with the most CFP professionals in White Plains

Ameriprise Financial Services, LLC 5J.P. Morgan Securities LLC 5Brownson, Rehmus & Foxworth, Inc. 2Eagle Strategies LLC 2Midfield Private Wealth, LLC 2Prism Planning And Solutions Group 2Stifel, Nicolaus & Company, Incorporated 2Trivium Point Advisory, LLC 2Vicus Capital, Inc. 2Benjamin F. Edwards & Company, Inc. 1Cetera Investment Advisers LLC 1Derastone 1Development Group LLC 1Fmd Wealth Advisors LLC 1Fox Financial Services, 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 46Tarrytown 39Latham 33Purchase 33Saratoga Springs 31Jericho 28New York City 28Staten Island 25Woodbury 25Amherst 24Fairport 24Rye Brook 22Orchard Park 21Elmsford 20

Questions

How many CFP financial advisors are in White Plains, NY?

40 SEC-registered investment adviser representatives at firm offices in White Plains, New York list the CFP designation; Ameriprise Financial Services, LLC employs the most of them (5).

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 White Plains?

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.