Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Blue Bell, PA
Every SEC-registered financial advisor at a firm office in Blue Bell who lists the Certified Financial Planner designation, A to Z.
The short answer
19 CFP professionals work in Blue Bell; the most are at Blue Bell Private Wealth Management, LLC (5). 9 are also registered broker representatives.
CFP advisors in Blue Bell, A to Z
Every advisor in Blue Bell →- Salvatore Alfano Jr.Ameriprise Financial Services, LLC · Certified Financial Planner
- Dominick P. AmmiratoWealthcare Advisory Partners LLC · Certified Financial Planner
- Evan BolingIm Wealth Partners · Certified Financial Planner
- Miranda M. CabrelliMorgan Stanley · Certified Financial Planner
- Michael A. CianciStonex Advisors Inc. · Certified Financial Planner
- Fanny CruzEdward Jones · Certified Financial Planner
- Aaron DessenPayne Capital Management, LLC · Certified Financial Planner
- Evan FooterJanney Montgomery Scott LLC · Certified Financial Planner
- Henry W. Fox Jr.Blue Bell Private Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Alex LarosaBlue Bell Private Wealth Management, LLC · Certified Financial Planner
- Daniel LevinsonBlue Bell Private Wealth Management, LLC · Certified Financial Planner
- David J. LorditchBlue Bell Private Wealth Management, LLC · Certified Financial Planner
- Allyson A. MangineAmplius Wealth Advisors · Certified Financial Planner
- Philip R. Matalucci IVAmplius Wealth Advisors · Certified Financial Planner
- Alan M. RhodeModern Wealth LLC · Certified Financial Planner
- Brett J. RhodeMorgan Stanley · Certified Financial Planner
- Nicholas L. SalatinoFisher Investments · Certified Financial Planner
- Elena M. SicklesEdward Jones · Certified Financial Planner
- Michael P. WeberBlue Bell Private Wealth Management, LLC · Certified Financial Planner
Firms with the most CFP professionals in Blue Bell
Blue Bell Private Wealth Management, LLC 5Amplius Wealth Advisors 2Edward Jones 2Im Wealth Partners 2Morgan Stanley 2Ameriprise Financial Services, LLC 1Fisher Investments 1Janney Montgomery Scott LLC 1Modern Wealth LLC 1Payne Capital Management, LLC 1Stonex Advisors Inc. 1Wealthcare Advisory Partners 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 Blue Bell, PA?
19 SEC-registered investment adviser representatives at firm offices in Blue Bell, Pennsylvania list the CFP designation; Blue Bell Private Wealth Management, 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 Blue Bell?
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.