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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Mechanicsburg, PA

Every SEC-registered financial advisor at a firm office in Mechanicsburg who lists the Certified Financial Planner designation, A to Z.

30 CFP professionals work in Mechanicsburg; the most are at Lifeguide Financial Advisors, LLC (8). 16 are also registered broker representatives.

CFP advisors in Mechanicsburg, A to Z

Every advisor in Mechanicsburg →
  • Ryan B. AlthoffLifeguide Financial Advisors, LLC · Certified Financial Planner
  • Stephen BruceLifeguide Financial Advisors, LLC · Certified Financial Planner
  • Kenneth W. FryIfs Group · Certified Financial Planner
  • Brent R. GeorgeMML Investors Services, LLC · Certified Financial Planner
  • Melissa A. GeracimosCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • Michael T. GinderLifeguide Financial Advisors, LLC · Certified Financial Planner
  • Levi M. GreenlyLifeguide Financial Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
  • James I. GrierMML Investors Services, LLC · Certified Financial Planner
  • John J. HarrisMighty Oak Strong America Investment Company · Certified Financial Planner
  • Andrew J. HessLPL Enterprise, LLC · Certified Financial Planner
  • Eric A. HuckCetera Investment Advisers LLC · Certified Financial Planner
  • Ernie S. IrwinJfs Wealth Advisors, LLC · Certified Financial Planner
  • Adam M. JarochCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • Andrew L. JonesLPL Financial LLC · Certified Financial Planner
  • Timothy L. JonesLPL Financial LLC · Certified Financial Planner
  • Brien J. LasseLifeguide Financial Advisors, LLC · Certified Financial Planner
  • Martin E. LeonardLPL Financial LLC · Certified Financial Planner
  • Charles E. LittleWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
  • Kenneth P. LoganLPL Financial LLC · Certified Financial Planner
  • Lisa S. McHenryCetera Investment Advisers LLC · Certified Financial Planner
  • Derek G. MosleyLifeguide Financial Advisors, LLC · Certified Financial Planner
  • Huyen T. NguyenInclusive Wealth Financial Planning LLC · Certified Financial Planner
  • James P. OrtaleLifeguide Financial Advisors, LLC · Certified Financial Planner
  • Keith J. RussellMML Investors Services, LLC · Certified Financial Planner
  • Clinton G. Smith IIIApollon Wealth Management, LLC · Certified Financial Planner
  • Ryan J. StephensonAmeriprise Financial Services, LLC · Certified Financial Planner
  • Edward M. TrainorMML Investors Services, LLC · Certified Financial Planner
  • Holly A. WhitmireLifeguide Financial Advisors, LLC · Certified Financial Planner
  • Brennan A. ZizziZizzi Investments · Certified Financial Planner
  • Colin H. ZizziZizzi Investments · Certified Financial Planner

Firms with the most CFP professionals in Mechanicsburg

Lifeguide Financial Advisors, LLC 8Cetera Investment Advisers LLC 4LPL Financial LLC 4MML Investors Services, LLC 4Ifs Group 2Zizzi Investments 2Ameriprise Financial Services, LLC 1Apollon Wealth Management, LLC 1Inclusive Wealth Financial Planning LLC 1Jfs Wealth Advisors, LLC 1LPL Enterprise, LLC 1Mighty Oak Strong America Investment Company 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 31Bethlehem 29State College 28

Questions

How many CFP financial advisors are in Mechanicsburg, PA?

30 SEC-registered investment adviser representatives at firm offices in Mechanicsburg, Pennsylvania list the CFP designation; Lifeguide Financial Advisors, LLC employs the most of them (8).

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 Mechanicsburg?

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.