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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in East Providence, RI

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

5 CFP professionals work in East Providence; the most are at Wells Fargo Advisors Financial Network, LLC (2). 3 are also registered broker representatives.

CFP advisors in East Providence, A to Z

Every advisor in East Providence →
  • Marc R. BastienAxis Wealth Partners, LLC · Certified Financial Planner
  • Jeffrey J. BrownBrown Advisory Group, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Clifford J. DeckBlue Chip Financial Advisors, LLC · Certified Financial Planner
  • Adam HechtWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
  • William J. Wall Jr.Wells Fargo Advisors Financial Network, LLC · Certified Financial Planner

Firms with the most CFP professionals in East Providence

Wells Fargo Advisors Financial Network, LLC 2Axis Wealth Partners, LLC 1Blue Chip Financial Advisors, LLC 1Brown Advisory Group, LLC 1

CFP advisors in other Rhode Island cities

All of Rhode Island →

Providence 44Warwick 25Johnston 12Middletown 9Cranston 8North Kingstown 8East Greenwich 7Lincoln 6Newport 6West Warwick 6Westerly 6Charlestown 5Smithfield 5Greenville 4North Smithfield 3Saunderstown 3South Kingstown 3Wakefield 3

Questions

How many CFP financial advisors are in East Providence, RI?

5 SEC-registered investment adviser representatives at firm offices in East Providence, Rhode Island list the CFP designation; Wells Fargo Advisors Financial Network, LLC 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 East Providence?

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.