Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Centerville, OH
Every SEC-registered financial advisor at a firm office in Centerville who lists the Certified Financial Planner designation, A to Z.
17 CFP professionals work in Centerville; the most are at LPL Financial LLC (3). 12 are also registered broker representatives.
CFP advisors in Centerville, A to Z
Every advisor in Centerville →- Dwayne E. AdamsLPL Financial LLC · Certified Financial Planner
- Peter J. AndersonPrincipal Securities, Inc. · Certified Financial Planner
- Jill E. BracciMorgan Stanley · Certified Financial Planner
- James B. CreechSilver Oak Securities, Incorporated · Certified Financial Planner
- Angela R. CurtisLPL Financial LLC · Certified Financial Planner
- Travis DenkenbergerPrincipal Securities, Inc. · Certified Financial Planner
- Todd R. EvansRaymond James & Associates, Inc. · Certified Financial Planner
- Brandon FourmanLPL Financial LLC · Certified Financial Planner
- John C. GirvinFiduciary Wealth Group, LLC · Certified Financial Planner
- Matthew R. LyonZenith Advisory Group, LLC · Certified Financial Planner
- Tricia MarteneyEdward Jones · Certified Financial Planner
- Keith R. MeyerMorgan Stanley · Certified Financial Planner
- Daniel S. MickRidgeline Wealth Planning LLC · Certified Financial Planner
- Saad SabriStrategic Advisers LLC · Certified Financial Planner
- Scott W. SimonsRidgeline Wealth Planning LLC · Certified Financial Planner
- Matthew M. WillWealth Accel · Certified Financial Planner
- Seth R. WinkleEdward Jones · Certified Financial Planner
Firms with the most CFP professionals in Centerville
LPL Financial LLC 3Edward Jones 2Morgan Stanley 2Principal Securities, Inc. 2Ridgeline Wealth Planning LLC 2Fiduciary Wealth Group, LLC 1Raymond James & Associates, Inc. 1Silver Oak Securities, Incorporated 1Strategic Advisers LLC 1Wealth Accel 1Zenith Advisory Group, LLC 1
CFP advisors in other Ohio cities
All of Ohio →Cincinnati 401Columbus 271Cleveland 106Dublin 103Akron 98Westlake 61Beachwood 41Dayton 41Toledo 34Independence 29Westerville 29Maumee 28Pepper Pike 24Mansfield 20West Chester 20Canton 18Worthington 18Beavercreek 15Canfield 15Uniontown 15Hudson 14Loveland 14Miamisburg 14Rocky River 14
Questions
How many CFP financial advisors are in Centerville, OH?
17 SEC-registered investment adviser representatives at firm offices in Centerville, Ohio list the CFP designation; LPL Financial LLC employs the most of them (3).
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 Centerville?
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.