Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in State College, PA
Every SEC-registered financial advisor at a firm office in State College who lists the Certified Financial Planner designation, A to Z.
28 CFP professionals work in State College; the most are at Vicus Capital, Inc. (5). 17 are also registered broker representatives.
CFP advisors in State College, A to Z
Every advisor in State College →- Nicholas S. Accordino Jr.J. W. Cole Advisors, Inc. · Certified Financial Planner
- David M. BeckerMML Investors Services, LLC · Certified Financial Planner
- Will E. BennerFocus Partners Wealth, LLC · Certified Financial Planner
- Christopher C. BotamerBotamer Financial · Certified Financial Planner
- Bret J. ButerbaughMML Investors Services, LLC · Certified Financial Planner
- Tracey J. Childers-GummoCetera Investment Advisers LLC · Certified Financial Planner
- Kristen E. CoombsInvested Advisors · Certified Financial Planner
- John C. CorsoVicus Capital, Inc. · Certified Financial Planner
- Eric K. DareVicus Capital, Inc. · Certified Financial Planner
- Matthew R. GaulEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Thomas M. HallMorgan Stanley · Certified Financial Planner
- Blair S. HefkinInvested Advisors · Certified Financial Planner
- Corey A. HernandezHornor, Townsend & Kent, LLC · Certified Financial Planner
- Randy T. HooverVicus Capital, Inc. · Certified Financial Planner
- James J. KarchnerMariner · Certified Financial Planner, Personal Financial Specialist
- Thomas C. KingRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Aaron R. KrasneyAbundance Wealth Counselors, LLC · Certified Financial Planner
- Scott A. MartinMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- William H. MartinMML Investors Services, LLC · Certified Financial Planner
- Theodore J. OylerJ. W. Cole Advisors, Inc. · Certified Financial Planner
- Robert H. PfahlVicus Capital, Inc. · Certified Financial Planner
- Nicholas H. PhelpsPhelps Financial Advisors · Certified Financial Planner
- Tina M. PowersLPL Financial LLC · Certified Financial Planner
- Joshua K. PurdyMcClarren Financial Advisors · Certified Financial Planner
- Gregory A. ReederMcClarren Financial Advisors · Certified Financial Planner
- Amy B. SanorVicus Capital, Inc. · Certified Financial Planner
- Robert R. ThomasMariner · Certified Financial Planner, Chartered Financial Analyst
- Ruby M. WeidlerMcClarren Financial Advisors · Certified Financial Planner
Firms with the most CFP professionals in State College
Vicus Capital, Inc. 5MML Investors Services, LLC 4McClarren Financial Advisors 3Invested Advisors 2J. W. Cole Advisors, Inc. 2Mariner 2Abundance Wealth Counselors, LLC 1Botamer Financial 1Cetera Investment Advisers LLC 1Edward Jones 1Focus Partners Wealth, LLC 1Hornor, Townsend & Kent, LLC 1LPL Financial LLC 1Morgan Stanley 1Phelps Financial Advisors 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 State College, PA?
28 SEC-registered investment adviser representatives at firm offices in State College, Pennsylvania list the CFP designation; Vicus Capital, Inc. 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 State College?
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.