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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Huntingdon Valley, PA

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

6 CFP professionals work in Huntingdon Valley; the most are at Kestra Advisory Services, LLC (2). 2 are also registered broker representatives.

CFP advisors in Huntingdon Valley, A to Z

Every advisor in Huntingdon Valley →
  • Daniel I. GlodStone Fortress Wealth Strategies · Certified Financial Planner, Chartered Financial Consultant
  • Dylan HansenKestra Advisory Services, LLC · Certified Financial Planner
  • Glenn J. HansenKestra Advisory Services, LLC · Certified Financial Planner
  • Eric A. RohtlaPassive Capital Management, LLC · Certified Financial Planner
  • Irvin G. Schorsch IIIPennsylvania Capital Management Inc. · Certified Financial Planner
  • James M. SpindlerSummit Investment Advisory Group LLC · Certified Financial Planner

Firms with the most CFP professionals in Huntingdon Valley

Kestra Advisory Services, LLC 2Passive Capital Management, LLC 1Pennsylvania Capital Management Inc. 1Stone Fortress Wealth Strategies 1Summit Investment Advisory Group 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 Huntingdon Valley, PA?

6 SEC-registered investment adviser representatives at firm offices in Huntingdon Valley, Pennsylvania list the CFP designation; Kestra Advisory Services, LLC employs the most of them (2).

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 Huntingdon Valley?

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.