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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Newport, RI

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

6 CFP professionals work in Newport; the most are at First Command Advisory Services (2). 5 are also registered broker representatives.

CFP advisors in Newport, A to Z

Every advisor in Newport →

Firms with the most CFP professionals in Newport

First Command Advisory Services 2Benjamin F. Edwards & Company, Inc. 1Fox Hill Wealth Management 1Pallas Capital Advisors, LLC 1Wells Fargo Clearing Services, LLC 1

CFP advisors in other Rhode Island cities

All of Rhode Island →

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

Questions

How many CFP financial advisors are in Newport, RI?

6 SEC-registered investment adviser representatives at firm offices in Newport, Rhode Island list the CFP designation; First Command Advisory Services 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 Newport?

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.