Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Line Lexington, PA
Every SEC-registered financial advisor at a firm office in Line Lexington who lists the Certified Financial Planner designation, A to Z.
The short answer
1 CFP advisor work in Line Lexington; the most are at LPL Financial LLC (1). 1 are also registered broker representatives.
CFP advisors in Line Lexington, A to Z
Every advisor in Line Lexington →- Joanne M. NataleLPL Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in Line Lexington
CFP advisors in other Pennsylvania cities
All of Pennsylvania →Pittsburgh 219Malvern 202Philadelphia 153West Chester 81Radnor 76Lancaster 74Wayne 74Conshohocken 65Berwyn 57Newtown 55Allentown 53Doylestown 53Sewickley 47Erie 42Yardley 39Exton 38Fort Washington 38York 36Canonsburg 34King Of Prussia 32New Hope 32Mechanicsburg 29Newtown Square 29Bethlehem 28
Questions
How many CFP financial advisors are in Line Lexington, PA?
1 SEC-registered investment adviser representatives at firm offices in Line Lexington, Pennsylvania list the CFP designation; LPL Financial LLC employs the most of them (1).
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 Line Lexington?
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.