Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Irwin, PA
Every SEC-registered financial advisor at a firm office in Irwin who lists the Certified Financial Planner designation, A to Z.
8 CFP professionals work in Irwin; the most are at Cambridge Investment Research Advisors, Inc. (4). 7 are also registered broker representatives.
CFP advisors in Irwin, A to Z
Every advisor in Irwin →- Benjamin BagnatoMML Investors Services, LLC · Certified Financial Planner
- Brian D. DuncanCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- David S. DuncanCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Craig S. EllisCs Ellis · Certified Financial Planner
- Timothy M. FeolaMML Investors Services, LLC · Certified Financial Planner
- Edward E. KavoCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Robert B. McCalmontCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Matthew W. WirtzEdward Jones · Certified Financial Planner
Firms with the most CFP professionals in Irwin
Cambridge Investment Research Advisors, Inc. 4Duncan Financial Planning Advisors 3MML Investors Services, LLC 2Cs Ellis 1Edward Jones 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 Irwin, PA?
8 SEC-registered investment adviser representatives at firm offices in Irwin, Pennsylvania list the CFP designation; Cambridge Investment Research Advisors, Inc. employs the most of them (4).
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 Irwin?
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.