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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Chalfont, PA

Every SEC-registered financial advisor at a firm office in Chalfont who lists the Certified Financial Planner designation, A to Z.

The short answer

3 CFP professionals work in Chalfont; the most are at Cetera Investment Advisers LLC (1). 2 are also registered broker representatives.

CFP advisors in Chalfont, A to Z

Every advisor in Chalfont →
  • John M. GamboneEntrewealth · Certified Financial Planner, Chartered Financial Consultant
  • Stephanie H. McCurryRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Susan M. WallaCetera Investment Advisers LLC · Certified Financial Planner

Firms with the most CFP professionals in Chalfont

Cetera Investment Advisers LLC 1Entrewealth 1Raymond James Financial Services Advisors, Inc. 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 Chalfont, PA?

3 SEC-registered investment adviser representatives at firm offices in Chalfont, Pennsylvania list the CFP designation; Cetera Investment Advisers LLC employs the most of them (1).

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 Chalfont?

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.