Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Lincoln, RI
Every SEC-registered financial advisor at a firm office in Lincoln who lists the Certified Financial Planner designation, A to Z.
6 CFP professionals work in Lincoln; the most are at Sowa Financial Group (3). 3 are also registered broker representatives.
CFP advisors in Lincoln, A to Z
Every advisor in Lincoln →- Raymond J. Arruda Jr.Ameriprise Financial Services, LLC · Certified Financial Planner
- Nathan L. BeauvaisSowa Financial Group · Certified Financial Planner
- Jan C. HilferEisenhilfer Capital LLC · Certified Financial Planner
- Donald J. SowaSowa Financial Group · Certified Financial Planner
- Donna G. Sowa AllardSowa Financial Group · Certified Financial Planner
- Angela M. ThomsonCoastal Financial Planning, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Lincoln
Sowa Financial Group 3Ameriprise Financial Services, LLC 1Coastal Financial Planning, Inc. 1Commonwealth Financial Network 1Eisenhilfer Capital LLC 1
CFP advisors in other Rhode Island cities
All of Rhode Island →Providence 44Warwick 25Johnston 12Middletown 9Cranston 8North Kingstown 8East Greenwich 7Newport 6West Warwick 6Westerly 6Charlestown 5East Providence 5Smithfield 5Greenville 4North Smithfield 3Saunderstown 3South Kingstown 3Wakefield 3
Questions
How many CFP financial advisors are in Lincoln, RI?
6 SEC-registered investment adviser representatives at firm offices in Lincoln, Rhode Island list the CFP designation; Sowa Financial Group employs the most of them (3).
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 Lincoln?
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.