Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Mount Joy, PA
Every SEC-registered financial advisor at a firm office in Mount Joy who lists the Certified Financial Planner designation, A to Z.
The short answer
9 CFP professionals work in Mount Joy; the most are at Stewardship Advisors, LLC (5). 2 are also registered broker representatives.
CFP advisors in Mount Joy, A to Z
Every advisor in Mount Joy →- Mark A. BrinserStewardship Advisors, LLC · Certified Financial Planner
- Edward R. FromePNC Wealth Management LLC · Certified Financial Planner
- Logan D. KreadyStewardship Advisors, LLC · Certified Financial Planner
- David I. LutzLifeguide Financial Advisors, LLC · Certified Financial Planner
- Lisa S. McHenryCetera Investment Advisers LLC · Certified Financial Planner
- Wilbur L. ShertzerStewardship Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Thomas E. TalbottStewardship Advisors, LLC · Certified Financial Planner
- Brian J. WayneLifeguide Financial Advisors, LLC · Certified Financial Planner
- Benjamin A. WriterStewardship Advisors, LLC · Certified Financial Planner
Firms with the most CFP professionals in Mount Joy
Stewardship Advisors, LLC 5Lifeguide Financial Advisors, LLC 2Cetera Investment Advisers LLC 1PNC 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 34King Of Prussia 33New Hope 32Newtown Square 31Mechanicsburg 30Bethlehem 29
Questions
How many CFP financial advisors are in Mount Joy, PA?
9 SEC-registered investment adviser representatives at firm offices in Mount Joy, Pennsylvania list the CFP designation; Stewardship Advisors, LLC employs the most of them (5).
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 Mount Joy?
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.