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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Erie, PA

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

38 CFP professionals work in Erie; the most are at Hbks Wealth Advisors (9). 27 are also registered broker representatives.

CFP advisors in Erie, A to Z

Every advisor in Erie →

Firms with the most CFP professionals in Erie

Hbks Wealth Advisors 9Ameriprise Financial Services, LLC 5Edward Jones 3LPL Financial LLC 3Cetera Investment Advisers LLC 2Gladstone Wealth Partners 2Raymond James Financial Services Advisors, Inc. 2Bishop & Company Investment Management, LLC 1Capital Analysts 1Equitable Advisors, LLC 1Evident Financial 1Geneos Wealth Management, Inc. 1Independent Advisor Alliance, LLC 1One-Up Financial 1Osaic Wealth, 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 40York 37Canonsburg 34King Of Prussia 33New Hope 32Newtown Square 31Mechanicsburg 30Bethlehem 29State College 28

Questions

How many CFP financial advisors are in Erie, PA?

38 SEC-registered investment adviser representatives at firm offices in Erie, Pennsylvania list the CFP designation; Hbks Wealth Advisors employs the most of them (9).

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 Erie?

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.