Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Cranston, RI
Every SEC-registered financial advisor at a firm office in Cranston who lists the Certified Financial Planner designation, A to Z.
8 CFP professionals work in Cranston; the most are at Edward Jones (2). 6 are also registered broker representatives.
CFP advisors in Cranston, A to Z
Every advisor in Cranston →- Maximilian S. EppleyEdward Jones · Certified Financial Planner
- Steven J. GrassoEdward Jones · Certified Financial Planner
- Paul M. Lane IIIArmstrong Advisory Group Inc. · Certified Financial Planner
- Michael A. LangloisStrategic Financial Group · Certified Financial Planner
- Colin D. MurrayGwn Securities Inc. · Certified Financial Planner
- Brian J. ProppeLPL Financial LLC · Certified Financial Planner
- John C. RiesterCitizens Securities, Inc. · Certified Financial Planner
- Emilio J. Senesi Jr.Summit Financial, LLC · Certified Financial Planner, Chartered Financial Consultant
Firms with the most CFP professionals in Cranston
Edward Jones 2Armstrong Advisory Group Inc. 1Citizens Securities, Inc. 1Gwn Securities Inc. 1LPL Financial LLC 1Strategic Financial Group 1Summit Financial, LLC 1
CFP advisors in other Rhode Island cities
All of Rhode Island →Providence 44Warwick 25Johnston 12Middletown 9North Kingstown 8East Greenwich 7Lincoln 6Newport 6West Warwick 6Westerly 6Charlestown 5East Providence 5Smithfield 5Greenville 4North Smithfield 3Saunderstown 3South Kingstown 3Wakefield 3
Questions
How many CFP financial advisors are in Cranston, RI?
8 SEC-registered investment adviser representatives at firm offices in Cranston, Rhode Island list the CFP designation; Edward Jones employs the most of them (2).
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 Cranston?
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.