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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Newtown Square, PA

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

31 CFP professionals work in Newtown Square; the most are at MML Investors Services, LLC (12). 22 are also registered broker representatives.

CFP advisors in Newtown Square, A to Z

Every advisor in Newtown Square →
  • Gerard BenedictMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Alain BolettaMorgan Stanley · Certified Financial Planner
  • Anthony J. BoxlerStrategic Advisers LLC · Certified Financial Planner
  • Louis J. ButeraPrivate Advisor Group, LLC · Certified Financial Planner
  • David A. Correale Jr.Wells Fargo Clearing Services, LLC · Certified Financial Planner
  • Michael R. DaytonMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Andrew A. Del BeatoMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Eric FergusonCommonwealth Financial Network · Certified Financial Planner
  • Nicholas S. ForemanMML Investors Services, LLC · Certified Financial Planner
  • Donna GeraceMML Investors Services, LLC · Certified Financial Planner
  • Thomas GrecoConcentus Wealth Advisors · Certified Financial Planner
  • Nathan J. HaywardConcentus Wealth Advisors · Certified Financial Planner, Chartered Financial Consultant
  • Patrick JohnsonConcentus Wealth Advisors · Certified Financial Planner, Chartered Financial Consultant
  • Daniel R. JoieMML Investors Services, LLC · Certified Financial Planner
  • Brynne L. Kuberski-GarrisMML Investors Services, LLC · Certified Financial Planner
  • Colin B. LawMML Investors Services, LLC · Certified Financial Planner
  • John A. LiberatoreConcentus Wealth Advisors · Certified Financial Planner
  • James LynchLynch Investment Planning, LLC · Certified Financial Planner
  • Michael J. LynchLynch Investment Planning, LLC · Certified Financial Planner
  • Francis B. McCulloughMc2 Financial Advisers, Inc. · Certified Financial Planner
  • John D. McCulloughMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Robert A. McCulloughMc2 Financial Advisers, Inc. · Certified Financial Planner
  • Jacob P. Myers IIMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Robert S. PulsiferAlmanack Investment Partners · Certified Financial Planner, Chartered Financial Analyst
  • Thomas S. RobbinsAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Erik O. StridConcentus Wealth Advisors · Certified Financial Planner, Chartered Financial Consultant
  • John J. SullivanStrategic Advisers LLC · Certified Financial Planner
  • Margaret M. ToddWells Fargo Clearing Services, LLC · Certified Financial Planner
  • James S. TrotterMML Investors Services, LLC · Certified Financial Planner
  • James H. UngerMML Investors Services, LLC · Certified Financial Planner
  • Gary M. WillcoxEquitable Advisors, LLC · Certified Financial Planner

Firms with the most CFP professionals in Newtown Square

MML Investors Services, LLC 12Concentus Wealth Advisors 5Lynch Investment Planning, LLC 2Mc2 Financial Advisers, Inc. 2Strategic Advisers LLC 2Wells Fargo Clearing Services, LLC 2Almanack Investment Partners 1Ameriprise Financial Services, LLC 1Commonwealth Financial Network 1Equitable Advisors, LLC 1Morgan Stanley 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 32Mechanicsburg 30Bethlehem 29State College 28

Questions

How many CFP financial advisors are in Newtown Square, PA?

31 SEC-registered investment adviser representatives at firm offices in Newtown Square, Pennsylvania list the CFP designation; MML Investors Services, LLC employs the most of them (12).

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 Newtown Square?

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.