Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Harleysville, PA
Every SEC-registered financial advisor at a firm office in Harleysville who lists the Certified Financial Planner designation, A to Z.
The short answer
17 CFP professionals work in Harleysville; the most are at Wellfull (5). 8 are also registered broker representatives.
CFP advisors in Harleysville, A to Z
Every advisor in Harleysville →- Nicholas A. BernardoWellfull · Certified Financial Planner
- Christopher A. CorteseWescott Financial Advisory Group LLC · Certified Financial Planner
- Lynn J. CraigCetera Investment Advisers LLC · Certified Financial Planner
- John W. GallagherCetera Investment Advisers LLC · Certified Financial Planner
- Sandra E. GoodsteinWescott Financial Advisory Group LLC · Certified Financial Planner
- Brock HewittWellfull · Certified Financial Planner
- Michele L. HewittWellfull · Certified Financial Planner
- Owen E. KellyCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Mark D. KempLPL Financial LLC · Certified Financial Planner
- Sean K. LarkinLPL Financial LLC · Certified Financial Planner
- Todd A. LittleLPL Financial LLC · Certified Financial Planner
- Karen B. McIntyreWescott Financial Advisory Group LLC · Certified Financial Planner
- Daniel S. MelvilleCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Martha S. PopeWellfull · Certified Financial Planner
- Matthew R. RittenhouseWellfull · Certified Financial Planner
- Peter J. RolandSummit Financial, LLC · Certified Financial Planner
- Gary C. SansonCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
Firms with the most CFP professionals in Harleysville
Wellfull 5Cambridge Investment Research Advisors, Inc. 3LPL Financial LLC 3Wescott Financial Advisory Group LLC 3Cetera Investment Advisers LLC 2Summit Financial, LLC 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 40Erie 38York 37Canonsburg 34King Of Prussia 33New Hope 32Newtown Square 31Mechanicsburg 30Bethlehem 29
Questions
How many CFP financial advisors are in Harleysville, PA?
17 SEC-registered investment adviser representatives at firm offices in Harleysville, Pennsylvania list the CFP designation; Wellfull employs the most of them (5).
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 Harleysville?
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.