Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Plymouth Meeting, PA
Every SEC-registered financial advisor at a firm office in Plymouth Meeting who lists the Certified Financial Planner designation, A to Z.
The short answer
13 CFP professionals work in Plymouth Meeting; the most are at Ameriprise Financial Services, LLC (6). 8 are also registered broker representatives.
CFP advisors in Plymouth Meeting, A to Z
Every advisor in Plymouth Meeting →- Nicole C. Carson2nd Story Wealth Planners · Certified Financial Planner
- Tarif J. CarsonOrigin Investment Advisory LLC · Certified Financial Planner
- John K. EinspanierLegacy Advisors, LLC · Certified Financial Planner
- Joseph T. Fabrizio Jr.Legacy Advisors, LLC · Certified Financial Planner
- Matthew C. GaughanAmeriprise Financial Services, LLC · Certified Financial Planner
- Joan N. GreensponPrime Capital Financial · Certified Financial Planner
- Eric J. KelmanAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Jane S. KerrAmeriprise Financial Services, LLC · Certified Financial Planner
- Massimo A. MagliariAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Thomas S. RobbinsAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- John M. SteigerwaldLegacy Advisors, LLC · Certified Financial Planner
- Jared Uribe-SullivanLegacy Advisors, LLC · Certified Financial Planner
- Ivelis VallesAmeriprise Financial Services, LLC · Certified Financial Planner
Firms with the most CFP professionals in Plymouth Meeting
Ameriprise Financial Services, LLC 6Legacy Advisors, LLC 42nd Story Wealth Planners 2Origin Investment Advisory LLC 1Prime Capital Financial 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 Plymouth Meeting, PA?
13 SEC-registered investment adviser representatives at firm offices in Plymouth Meeting, Pennsylvania list the CFP designation; Ameriprise Financial Services, LLC employs the most of them (6).
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 Plymouth Meeting?
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.