Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Carlisle, PA
Every SEC-registered financial advisor at a firm office in Carlisle who lists the Certified Financial Planner designation, A to Z.
7 CFP professionals work in Carlisle; the most are at Alliance Financial (2). 5 are also registered broker representatives.
CFP advisors in Carlisle, A to Z
Every advisor in Carlisle →- Stephanie L. BaityAlliance Financial · Certified Financial Planner
- Troy H. LandisCetera Investment Advisers LLC · Certified Financial Planner
- Jacqueline L. PowellAlliance Financial · Certified Financial Planner
- Scott A. RuckiCwm, LLC · Certified Financial Planner
- Matt D. RynardWells Fargo Clearing Services, LLC · Certified Financial Planner
- Darwin Smith Jr.Edward Jones · Certified Financial Planner, Chartered Financial Consultant
- Scot F. WhiskeymanProviders & Families Wealth Management · Certified Financial Planner
Firms with the most CFP professionals in Carlisle
Alliance Financial 2Cetera Investment Advisers LLC 1Cwm, LLC 1Edward Jones 1Providers & Families Wealth Management 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 Carlisle, PA?
7 SEC-registered investment adviser representatives at firm offices in Carlisle, Pennsylvania list the CFP designation; Alliance Financial employs the most of them (2).
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 Carlisle?
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.