Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in North Kingstown, RI
Every SEC-registered financial advisor at a firm office in North Kingstown who lists the Certified Financial Planner designation, A to Z.
The short answer
6 CFP professionals work in North Kingstown; the most are at Truefocus Financial Partners (2). 3 are also registered broker representatives.
CFP advisors in North Kingstown, A to Z
Every advisor in North Kingstown →- Paul J. Di PalmaAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Caroline KnightsCommonwealth Financial Network · Certified Financial Planner
- Joseph E. KolbWickford Wealth Management, LLC · Certified Financial Planner
- Mary K. KonetznyTruefocus Financial Partners · Certified Financial Planner
- Jonathan M. UllmanTruefocus Financial Partners · Certified Financial Planner
- Ronda L. WarrenerEdward Jones · Certified Financial Planner
Firms with the most CFP professionals in North Kingstown
Truefocus Financial Partners 2Ameriprise Financial Services, LLC 1Commonwealth Financial Network 1Edward Jones 1Wickford Wealth Management, LLC 1
CFP advisors in other Rhode Island cities
All of Rhode Island →Providence 45Warwick 28Cranston 8Johnston 8East Greenwich 7Middletown 7Newport 7Westerly 7East Providence 6Lincoln 6West Warwick 6Smithfield 5Charlestown 4Greenville 4North Smithfield 4Barrington 3Bristol 3Saunderstown 3Wakefield 3
Questions
How many CFP financial advisors are in North Kingstown, RI?
6 SEC-registered investment adviser representatives at firm offices in North Kingstown, Rhode Island list the CFP designation; Truefocus Financial Partners 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 North Kingstown?
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.