Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Perkasie, PA

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

3 CFP professionals work in Perkasie; the most are at Creative Planning (1). 2 are also registered broker representatives.

CFP advisors in Perkasie, A to Z

Every advisor in Perkasie →

Thomas M. LicwinkoCreative Planning · Certified Financial Planner
George T. MantzorosLPL Enterprise, LLC · Certified Financial Planner, Chartered Financial Consultant
Nicolas WeachterStrategic Advisers LLC · Certified Financial Planner

Firms with the most CFP professionals in Perkasie

Creative Planning 1 LPL Enterprise, LLC 1 Strategic Advisers LLC 1

CFP advisors in other Pennsylvania cities

All of Pennsylvania →

Pittsburgh 224 Malvern 202 Philadelphia 159 Wayne 76 Lancaster 75 Radnor 72 West Chester 70 Conshohocken 63 Fort Washington 58 Berwyn 56 Doylestown 55 Newtown 54 Allentown 50 Sewickley 47 Yardley 42 Exton 40 Erie 38 York 37 Canonsburg 34 King Of Prussia 33 New Hope 32 Newtown Square 31 Mechanicsburg 30 Bethlehem 29

Questions

How many CFP financial advisors are in Perkasie, PA?

3 SEC-registered investment adviser representatives at firm offices in Perkasie, Pennsylvania list the CFP designation; Creative Planning 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 Perkasie?

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.