Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Coatesville, PA

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

2 CFP professionals work in Coatesville; the most are at Cw Advisors, LLC (1). 0 are also registered broker representatives.

CFP advisors in Coatesville, A to Z

Every advisor in Coatesville →

Francis J. HoeyHoey Investments, Inc. · Certified Financial Planner
Sheetal KhannaCw Advisors, LLC · Certified Financial Planner

Firms with the most CFP professionals in Coatesville

Cw Advisors, LLC 1 Hoey Investments, Inc. 1

CFP advisors in other Pennsylvania cities

All of Pennsylvania →

Pittsburgh 224 Malvern 202 Philadelphia 159 Wayne 76 Lancaster 75 Radnor 72 West Chester 70 Conshohocken 63 Fort Washington 58 Berwyn 56 Doylestown 55 Newtown 54 Allentown 50 Sewickley 47 Yardley 42 Exton 40 Erie 38 York 37 Canonsburg 34 King Of Prussia 33 New Hope 32 Newtown Square 31 Mechanicsburg 30 Bethlehem 29

Questions

How many CFP financial advisors are in Coatesville, PA?

2 SEC-registered investment adviser representatives at firm offices in Coatesville, Pennsylvania list the CFP designation; Cw Advisors, 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 Coatesville?

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.