Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Johnston, RI
Every SEC-registered financial advisor at a firm office in Johnston who lists the Certified Financial Planner designation, A to Z.
12 CFP professionals work in Johnston; the most are at Citizens Securities, Inc. (12). 12 are also registered broker representatives.
CFP advisors in Johnston, A to Z
Every advisor in Johnston →- Joshua P. DavisCitizens Securities, Inc. · Certified Financial Planner
- Christopher W. EthierCitizens Securities, Inc. · Certified Financial Planner
- Eric J. FoleyCitizens Securities, Inc. · Certified Financial Planner
- William HanganCitizens Securities, Inc. · Certified Financial Planner
- Kenneth J. KochCitizens Securities, Inc. · Certified Financial Planner
- Taylor J. MorrisonCitizens Securities, Inc. · Certified Financial Planner
- Marion P. SmithCitizens Securities, Inc. · Certified Financial Planner
- Leena SrinivasCitizens Securities, Inc. · Certified Financial Planner
- Jeffrey P. WithingtonCitizens Securities, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Thomas J. WorsleyCitizens Securities, Inc. · Certified Financial Planner
- Kadeem R. WrightCitizens Securities, Inc. · Certified Financial Planner
- Roy YehudaCitizens Securities, Inc. · Certified Financial Planner, Chartered Financial Consultant
Firms with the most CFP professionals in Johnston
CFP advisors in other Rhode Island cities
All of Rhode Island →Providence 44Warwick 25Middletown 9Cranston 8North 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 Johnston, RI?
12 SEC-registered investment adviser representatives at firm offices in Johnston, Rhode Island list the CFP designation; Citizens Securities, Inc. employs the most of them (12).
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 Johnston?
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.