Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Kennett Square, PA
Every SEC-registered financial advisor at a firm office in Kennett Square who lists the Certified Financial Planner designation, A to Z.
15 CFP professionals work in Kennett Square; the most are at Brandywine Oak Private Wealth LLC (7). 7 are also registered broker representatives.
CFP advisors in Kennett Square, A to Z
Every advisor in Kennett Square →- Daniel C. DaneseCapital Analysts · Certified Financial Planner
- Alison C. DorsmanBrandywine Oak Private Wealth LLC · Certified Financial Planner
- Charles R. Edmonds Jr.MML Investors Services, LLC · Certified Financial Planner
- Daniel P. GannonCommonwealth Financial Network · Certified Financial Planner
- Jeffrey R. HallLincoln Investment · Certified Financial Planner
- Michael J. HenleyBrandywine Oak Private Wealth LLC · Certified Financial Planner
- Mark R. JacksonBrandywine Oak Private Wealth LLC · Certified Financial Planner
- Brittany S. KalskyBrandywine Oak Private Wealth LLC · Certified Financial Planner
- Connor J. KnoxBrandywine Oak Private Wealth LLC · Certified Financial Planner
- Debra C. KriebelCw Advisors, LLC · Certified Financial Planner
- Tracy B. McGuireBrandywine Oak Private Wealth LLC · Certified Financial Planner
- Dionna M. PoluchBrandywine Oak Private Wealth LLC · Certified Financial Planner
- Ciara D. PriceLincoln Investment · Certified Financial Planner
- Harry F. Welch Jr.Wells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Emily R. WoodsonLPL Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in Kennett Square
Brandywine Oak Private Wealth LLC 7Capital Analysts 3Legacy Solutions, LLC 3Lincoln Investment 2Commonwealth Financial Network 1Cw Advisors, LLC 1LPL Financial LLC 1MML Investors Services, LLC 1Wells Fargo Advisors Financial Network, 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 Kennett Square, PA?
15 SEC-registered investment adviser representatives at firm offices in Kennett Square, Pennsylvania list the CFP designation; Brandywine Oak Private Wealth LLC employs the most of them (7).
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 Kennett Square?
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.