Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in King Of Prussia, PA
Every SEC-registered financial advisor at a firm office in King Of Prussia who lists the Certified Financial Planner designation, A to Z.
The short answer
32 CFP professionals work in King Of Prussia; the most are at Independence Square Holdings, LLC (7). 19 are also registered broker representatives.
CFP advisors in King Of Prussia, A to Z
Every advisor in King Of Prussia →- Timothy H. BolinskiCliftonlarsonallen Wealth Advisors, LLC · Certified Financial Planner
- Kenneth G. CalaIndependence Square Holdings, LLC · Certified Financial Planner
- Richard C. CapassoCpc Financial Planning, Inc. · Certified Financial Planner
- Earl A. Clairmont Jr.Cpc Financial Planning, Inc. · Certified Financial Planner
- Andrew L. CooperCooper Eagle, LLC · Certified Financial Planner
- Thomas C. CorcimigliaLPL Financial LLC · Certified Financial Planner
- Pawel A. DurkaGirard Advisory Services, LLC · Certified Financial Planner
- Steven D. EarhartPark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- Joseph B. ElliottIndependence Square Holdings, LLC · Certified Financial Planner
- Christopher G. GroeberIndependence Square Holdings, LLC · Certified Financial Planner
- Patrick K. HansenCertior Financial Group, LLC · Certified Financial Planner
- Sally HoffmanBankers Life Advisory Services, Inc. · Certified Financial Planner
- John E. HornLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Brian K. HungarterGirard Advisory Services, LLC · Certified Financial Planner
- Frank J. Imperial Jr.LPL Financial LLC · Certified Financial Planner
- Eric J. LongLPL Financial LLC · Certified Financial Planner
- Matthew W. McClendonEthos Financial Group, LLC · Certified Financial Planner, Chartered Financial Analyst
- John L. McCrawLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Meghan E. McIntyreAmeriprise Financial Services, LLC · Certified Financial Planner
- Blaine H. MooneyGirard Advisory Services, LLC · Certified Financial Planner
- Alexander H. NikpourEthos Financial Group, LLC · Certified Financial Planner
- Andrew W. OmalleyIndependence Square Holdings, LLC · Certified Financial Planner
- Brian D. PlattIndependence Square Holdings, LLC · Certified Financial Planner
- Kelly M. ReganGirard Advisory Services, LLC · Certified Financial Planner
- Dawn M. SantorielloDs Financial Strategies, LLC · Certified Financial Planner
- Michael A. SchimekPinnacle Strategic Wealth Management, LLC. · Certified Financial Planner
- Shane P. SmithLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Brenton F. StranskyIndependence Square Holdings, LLC · Certified Financial Planner
- Kyle P. StuckeyEthos Financial Group, LLC · Certified Financial Planner, Personal Financial Specialist
- Jaclyn M. SwavelyGirard Advisory Services, LLC · Certified Financial Planner
- Brian SykesPark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- Charles WilenskyLPL Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in King Of Prussia
Independence Square Holdings, LLC 7LPL Financial LLC 7Girard Advisory Services, LLC 5Cpc Financial Planning, Inc. 4Ethos Financial Group, LLC 3Park Avenue Securities LLC 2Ameriprise Financial Services, LLC 1Bankers Life Advisory Services, Inc. 1Certior Financial Group, LLC 1Cliftonlarsonallen Wealth Advisors, LLC 1Cooper Eagle, LLC 1Ds Financial Strategies, LLC 1Pinnacle Strategic Wealth Management, 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 34New Hope 32Newtown Square 31Mechanicsburg 30Bethlehem 29State College 28
Questions
How many CFP financial advisors are in King Of Prussia, PA?
32 SEC-registered investment adviser representatives at firm offices in King Of Prussia, Pennsylvania list the CFP designation; Independence Square Holdings, 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 King Of Prussia?
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.