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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Shamokin, PA

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

The short answer

1 CFP advisor work in Shamokin; the most are at Truist Advisory Services, Inc. (1). 1 are also registered broker representatives.

CFP advisors in Shamokin, A to Z

Every advisor in Shamokin →

Firms with the most CFP professionals in Shamokin

Truist Advisory Services, Inc. 1

CFP advisors in other Pennsylvania cities

All of Pennsylvania →

Pittsburgh 219Malvern 202Philadelphia 153West Chester 81Radnor 76Lancaster 74Wayne 74Conshohocken 65Berwyn 57Newtown 55Allentown 53Doylestown 53Sewickley 47Erie 42Yardley 39Exton 38Fort Washington 38York 36Canonsburg 34King Of Prussia 32New Hope 32Mechanicsburg 29Newtown Square 29Bethlehem 28

Questions

How many CFP financial advisors are in Shamokin, PA?

1 SEC-registered investment adviser representatives at firm offices in Shamokin, Pennsylvania list the CFP designation; Truist Advisory Services, Inc. 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 Shamokin?

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.