Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in McMurray, PA
Every SEC-registered financial advisor at a firm office in McMurray who lists the Certified Financial Planner designation, A to Z.
16 CFP professionals work in McMurray; the most are at Confluence Financial Partners (13). 3 are also registered broker representatives.
CFP advisors in McMurray, A to Z
Every advisor in McMurray →- Sara B. BotkinPrivate Advisor Group, LLC · Certified Financial Planner
- Jackson A. ElizondoConfluence Financial Partners · Certified Financial Planner
- Paul L. FreyConfluence Financial Partners · Certified Financial Planner
- Nathan R. GarciaConfluence Financial Partners · Certified Financial Planner
- Gary N. KrikorianOsaic Wealth, Inc. · Certified Financial Planner
- Morgan C. LeeConfluence Financial Partners · Certified Financial Planner
- Katherine M. MontagazziConfluence Financial Partners · Certified Financial Planner
- Eric W. MontgomeryConfluence Financial Partners · Certified Financial Planner
- Melissa A. PiroskoConfluence Financial Partners · Certified Financial Planner
- Neil P. RongausConfluence Financial Partners · Certified Financial Planner
- David RussoLPL Financial LLC · Certified Financial Planner
- Zachery S. SaundersConfluence Financial Partners · Certified Financial Planner
- Corey E. TaylorConfluence Financial Partners · Certified Financial Planner, Chartered Financial Consultant
- Michael T. TouscanyConfluence Financial Partners · Certified Financial Planner
- Gregory J. Weimer IIConfluence Financial Partners · Certified Financial Planner
- William R. Winkeler Jr.Confluence Financial Partners · Certified Financial Planner, Chartered Financial Analyst
Firms with the most CFP professionals in McMurray
Confluence Financial Partners 13LPL Financial LLC 1Osaic Wealth, Inc. 1Private Advisor Group, 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 McMurray, PA?
16 SEC-registered investment adviser representatives at firm offices in McMurray, Pennsylvania list the CFP designation; Confluence Financial Partners employs the most of them (13).
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 McMurray?
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.