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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Exton, PA

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

40 CFP professionals work in Exton; the most are at MML Investors Services, LLC (6). 34 are also registered broker representatives.

CFP advisors in Exton, A to Z

Every advisor in Exton →

Firms with the most CFP professionals in Exton

MML Investors Services, LLC 6Strategic Advisers LLC 5Ameriprise Financial Services, LLC 3Commonwealth Financial Network 3LPL Financial LLC 3Cambridge Investment Research Advisors, Inc. 2Edward Jones 2Hornor, Townsend & Kent, LLC 2Osaic Wealth, Inc. 2Raymond James Financial Services Advisors, Inc. 2Wealthcare Advisory Partners LLC 2Advisornet Wealth Partners 1Bcg Securities, Inc. 1Cetera Investment Advisers LLC 1Comprehensive Financial Advisers 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 42Erie 38York 37Canonsburg 34King Of Prussia 33New Hope 32Newtown Square 31Mechanicsburg 30Bethlehem 29State College 28

Questions

How many CFP financial advisors are in Exton, PA?

40 SEC-registered investment adviser representatives at firm offices in Exton, Pennsylvania list the CFP designation; MML Investors Services, LLC employs the most of them (6).

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 Exton?

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.