Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Beaver, PA
Every SEC-registered financial advisor at a firm office in Beaver who lists the Certified Financial Planner designation, A to Z.
14 CFP professionals work in Beaver; the most are at River's Edge (4). 8 are also registered broker representatives.
CFP advisors in Beaver, A to Z
Every advisor in Beaver →- Tod R. ArbutinaThree Cord True Wealth Management, LLC · Certified Financial Planner, Personal Financial Specialist
- Michael T. ChampRaymond James & Associates, Inc. · Certified Financial Planner
- Mark S. DinuzzoDinuzzo Private Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Michael V. DinuzzoDinuzzo Private Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Robert F. GrahamDinuzzo Private Wealth, Inc. · Certified Financial Planner
- Peter LoncarRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Kathleen M. ManickasRaymond James & Associates, Inc. · Certified Financial Planner
- Jacob C. McConnellRiver's Edge · Certified Financial Planner
- Jake G. McCrackenRiver's Edge · Certified Financial Planner
- Quinn J. McCrackenRiver's Edge · Certified Financial Planner
- Nicholas J. RaughtThree Cord True Wealth Management, LLC · Certified Financial Planner
- Keleigh M. SopherJanney Montgomery Scott LLC · Certified Financial Planner
- Nicholas E. ToyWells Fargo Clearing Services, LLC · Certified Financial Planner, Chartered Financial Analyst
- Trevor M. YorkRiver's Edge · Certified Financial Planner, Chartered Financial Consultant
Firms with the most CFP professionals in Beaver
River's Edge 4Dinuzzo Private Wealth, Inc. 3Raymond James & Associates, Inc. 2Three Cord True Wealth Management, LLC 2Janney Montgomery Scott LLC 1Raymond James Financial Services Advisors, Inc. 1Wells Fargo Clearing Services, LLC 1
CFP advisors in other Pennsylvania cities
All of Pennsylvania →Pittsburgh 224Malvern 202Philadelphia 159Wayne 76Lancaster 75Radnor 72West Chester 70Conshohocken 63Fort Washington 58Berwyn 56Doylestown 55Newtown 54Allentown 50Sewickley 47Yardley 42Exton 40Erie 38York 37Canonsburg 34King Of Prussia 33New Hope 32Newtown Square 31Mechanicsburg 30Bethlehem 29
Questions
How many CFP financial advisors are in Beaver, PA?
14 SEC-registered investment adviser representatives at firm offices in Beaver, Pennsylvania list the CFP designation; River's Edge employs the most of them (4).
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 Beaver?
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.