Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Greensburg, PA

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

The short answer

15 CFP professionals work in Greensburg; the most are at Trustmont Advisory Group, Inc. (6). 11 are also registered broker representatives.

CFP advisors in Greensburg, A to Z

Every advisor in Greensburg →

Laura J. Abbott DecarolisTrustmont Advisory Group, Inc. · Certified Financial Planner
Keith P. BiskupCaptrust · Certified Financial Planner
Peter D. DochinezTrustmont Advisory Group, Inc. · Certified Financial Planner
Ann E. GunstTrustmont Advisory Group, Inc. · Certified Financial Planner
Shawn M. HelmanCetera Investment Advisers LLC · Certified Financial Planner
Daniel C. HostetlerLPL Financial LLC · Certified Financial Planner
Merle D. KoonTrustmont Advisory Group, Inc. · Certified Financial Planner
Lisa A. KrallOsaic Wealth, Inc. · Certified Financial Planner
Scott W. LucasCreative Financial Designs, Inc. · Certified Financial Planner
Walter PachniukTrustmont Advisory Group, Inc. · Certified Financial Planner
Michael J. PassalinquaCaptrust · Certified Financial Planner
Eric J. PorterTrustmont Advisory Group, Inc. · Certified Financial Planner
Adam J. RiggleEdward Jones · Certified Financial Planner
Michael D. SaboRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
Tyler L. SolisCitizens Securities, Inc. · Certified Financial Planner

Firms with the most CFP professionals in Greensburg

Trustmont Advisory Group, Inc. 6 Captrust 2 Cetera Investment Advisers LLC 1 Citizens Securities, Inc. 1 Creative Financial Designs, Inc. 1 Edward Jones 1 LPL Financial LLC 1 Osaic Wealth, Inc. 1 Raymond James Financial Services Advisors, 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 Greensburg, PA?

15 SEC-registered investment adviser representatives at firm offices in Greensburg, Pennsylvania list the CFP designation; Trustmont Advisory Group, Inc. 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 Greensburg?

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.