Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Middletown, RI
Every SEC-registered financial advisor at a firm office in Middletown who lists the Certified Financial Planner designation, A to Z.
The short answer
9 CFP professionals work in Middletown; the most are at Savant Wealth Management (5). 3 are also registered broker representatives.
CFP advisors in Middletown, A to Z
Every advisor in Middletown →- Eilish F. ClarksonStrategic Advisers LLC · Certified Financial Planner
- Daniel G. CorriganSavant Wealth Management · Certified Financial Planner, Personal Financial Specialist
- Maxwell A. KhalfayanSavant Wealth Management · Certified Financial Planner
- Andrew J. ParsonsSavant Wealth Management · Certified Financial Planner
- Ralph T. SalvatoreSavant Wealth Management · Certified Financial Planner
- Stephen M. SenteioEdward Jones · Certified Financial Planner
- Brendan J. SoleckiSavant Wealth Management · Certified Financial Planner
- Douglas W. SuhrWhitener Capital Management, Inc. · Certified Financial Planner
- James A. TollefsonBenjamin F. Edwards & Company, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Middletown
Savant Wealth Management 5Benjamin F. Edwards & Company, Inc. 1Edward Jones 1Strategic Advisers LLC 1Whitener Capital Management, Inc. 1
CFP advisors in other Rhode Island cities
All of Rhode Island →Providence 44Warwick 25Johnston 12Cranston 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 Middletown, RI?
9 SEC-registered investment adviser representatives at firm offices in Middletown, Rhode Island list the CFP designation; Savant Wealth Management employs the most of them (5).
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 Middletown?
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.