Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Lansdale, PA
Every SEC-registered financial advisor at a firm office in Lansdale who lists the Certified Financial Planner designation, A to Z.
16 CFP professionals work in Lansdale; the most are at Edward Jones (3). 13 are also registered broker representatives.
CFP advisors in Lansdale, A to Z
Every advisor in Lansdale →- Robert W. Fink IIIComprehensive Advisors, LLC · Certified Financial Planner
- Jeanne M. HelmarCetera Investment Advisers LLC · Certified Financial Planner
- John R. Hickey IIIIntegrity Investment Advisors, LLC · Certified Financial Planner
- Tyler E. MangumLincoln Investment · Certified Financial Planner
- Thomas O. McKeeEdward Jones · Certified Financial Planner
- Troy MoyerMoyer Wealth Management · Certified Financial Planner
- John V. O'Hara Jr.LPL Financial LLC · Certified Financial Planner
- Daniel J. PetersWells Fargo Clearing Services, LLC · Certified Financial Planner
- Duncan ReedEdward Jones · Certified Financial Planner
- Mary A. ReinoehlLPL Financial LLC · Certified Financial Planner
- Leonard J. RizzottiLincoln Investment · Certified Financial Planner
- Gregory H. SteinAdvisory Services Network · Certified Financial Planner
- William R. SullivanPrivate Advisor Group, LLC · Certified Financial Planner
- Stefan A. SzygielEdward Jones · Certified Financial Planner
- Timothy L. WaiteComprehensive Advisors, LLC · Certified Financial Planner
- Susan M. WallaCetera Investment Advisers LLC · Certified Financial Planner
Firms with the most CFP professionals in Lansdale
Edward Jones 3Cetera Investment Advisers LLC 2Comprehensive Advisors, LLC 2LPL Financial LLC 2Lincoln Investment 2Advisory Services Network 1Capital Analysts 1Integrity Investment Advisors, LLC 1Moyer Wealth Management 1Private Advisor Group, LLC 1Wells Fargo Clearing Services, 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 Lansdale, PA?
16 SEC-registered investment adviser representatives at firm offices in Lansdale, Pennsylvania list the CFP designation; Edward Jones employs the most of them (3).
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 Lansdale?
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.