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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Fort Washington, PA

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

58 CFP professionals work in Fort Washington; the most are at Lincoln Investment (41). 44 are also registered broker representatives.

CFP advisors in Fort Washington, A to Z

Every advisor in Fort Washington →

Firms with the most CFP professionals in Fort Washington

Lincoln Investment 41Equita Financial Network, Inc. 8Capital Analysts 4Thrive Capital Management, LLC 2Wealth Enhancement Advisory Services, LLC 2Barrister 1Commonwealth Financial Network 1Independent Financial Partners 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 63Berwyn 56Doylestown 55Newtown 54Allentown 50Sewickley 47Yardley 42Exton 40Erie 38York 37Canonsburg 34King Of Prussia 33New Hope 32Newtown Square 31Mechanicsburg 30Bethlehem 29State College 28

Questions

How many CFP financial advisors are in Fort Washington, PA?

58 SEC-registered investment adviser representatives at firm offices in Fort Washington, Pennsylvania list the CFP designation; Lincoln Investment employs the most of them (41).

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 Fort Washington?

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.