Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Chadds Ford, PA
Every SEC-registered financial advisor at a firm office in Chadds Ford who lists the Certified Financial Planner designation, A to Z.
9 CFP professionals work in Chadds Ford; the most are at Commonwealth Financial Network (2). 5 are also registered broker representatives.
CFP advisors in Chadds Ford, A to Z
Every advisor in Chadds Ford →- Jeffrey S. AlderferBastion Fiduciary · Certified Financial Planner
- Michael T. BoyleCommonwealth Financial Network · Certified Financial Planner
- Tyler J. BurnsCompass Ion Advisors, LLC · Certified Financial Planner
- Cynthia L. De Sainte MaresvilleSmithbridge Asset Management, Inc. · Certified Financial Planner
- Shawn R. KeaneSmithbridge Asset Management, Inc. · Certified Financial Planner
- David W. RakowEdward Jones · Certified Financial Planner
- William R. Walters IIIFounders Financial Securities LLC · Certified Financial Planner
- Jon D. WaltonCommonwealth Financial Network · Certified Financial Planner
- Charles P. WeldeProsperity Capital Advisors · Certified Financial Planner
Firms with the most CFP professionals in Chadds Ford
Commonwealth Financial Network 2Smithbridge Asset Management, Inc. 2Bastion Fiduciary 1Compass Ion Advisors, LLC 1Edward Jones 1Founders Financial Securities LLC 1Prosperity Capital Advisors 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 Chadds Ford, PA?
9 SEC-registered investment adviser representatives at firm offices in Chadds Ford, Pennsylvania list the CFP designation; Commonwealth Financial Network 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 Chadds Ford?
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.