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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Wexford, PA

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

27 CFP professionals work in Wexford; the most are at Bcr Financial Services, LLC (4). 15 are also registered broker representatives.

CFP advisors in Wexford, A to Z

Every advisor in Wexford →
  • Jeffrey T. BagleyLPL Financial LLC · Certified Financial Planner
  • Peter R. BelcastroLeonard Advisory Group LLC · Certified Financial Planner
  • Scott R. BruceDiversified, LLC · Certified Financial Planner
  • Timothy P. BuggyEquitable Advisors, LLC · Certified Financial Planner
  • James V. ConradCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
  • Christopher S. ContiAspire Wealth Architects · Certified Financial Planner
  • Daniel W. CostaBcr Financial Services, LLC · Certified Financial Planner
  • Eric L. DemicoGibson Capital, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Patrick J. DrazgaDrazga Wealth Advisors, LLC · Certified Financial Planner
  • David A. EppleyCommonwealth Financial Network · Certified Financial Planner
  • Jonathan GreboskyGibson Capital, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Chad E. HilemanGibson Capital, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Nicholas D. KennedyThree Rivers Executive Consulting, LLC · Certified Financial Planner
  • Wayne P. KurtzGreen Trail Investments, LLC · Certified Financial Planner
  • Walter A. LaubAspire Wealth Architects · Certified Financial Planner, Chartered Financial Analyst
  • Austen D. LuntCapital Analysts · Certified Financial Planner
  • John C. MouganisLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Bruno NatterAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Nathan D. ObringerLPL Enterprise, LLC · Certified Financial Planner
  • Mark J. RychelLPL Financial LLC · Certified Financial Planner
  • Richard Schneider Jr.Edward Jones · Certified Financial Planner
  • Carly SenecaCambridge Investment Research Advisors, Inc. · Certified Financial Planner
  • Christopher J. SidoniGibson Capital, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Jesse L. TaylorCommonwealth Financial Network · Certified Financial Planner
  • Bradley D. TicheCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Michael V. WhalenLPL Financial LLC · Certified Financial Planner
  • Matthew A. YanniYanni & Associates Investment Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst

Firms with the most CFP professionals in Wexford

Bcr Financial Services, LLC 4Gibson Capital, LLC 4LPL Financial LLC 4Commonwealth Financial Network 3Aspire Wealth Architects 2Cambridge Investment Research Advisors, Inc. 2Ameriprise Financial Services, LLC 1Capital Analysts 1Diversified, LLC 1Drazga Wealth Advisors, LLC 1Edward Jones 1Equitable Advisors, LLC 1Green Trail Investments, LLC 1LPL Enterprise, LLC 1Leonard Advisory 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 32Newtown Square 31Mechanicsburg 30Bethlehem 29

Questions

How many CFP financial advisors are in Wexford, PA?

27 SEC-registered investment adviser representatives at firm offices in Wexford, Pennsylvania list the CFP designation; Bcr Financial Services, LLC employs the most of them (4).

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 Wexford?

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.