Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in North Smithfield, RI
Every SEC-registered financial advisor at a firm office in North Smithfield who lists the Certified Financial Planner designation, A to Z.
3 CFP professionals work in North Smithfield; the most are at Commonwealth Financial Network (1). 3 are also registered broker representatives.
CFP advisors in North Smithfield, A to Z
Every advisor in North Smithfield →- Matthew R. BouthilletteCommonwealth Financial Network · Certified Financial Planner
- Gerald R. GranickStrategic Advisers LLC · Certified Financial Planner
- Benjamin T. VincentEdward Jones · Certified Financial Planner
Firms with the most CFP professionals in North Smithfield
Commonwealth Financial Network 1Edward Jones 1Strategic Advisers LLC 1
CFP advisors in other Rhode Island cities
All of Rhode Island →Providence 44Warwick 25Johnston 12Middletown 9Cranston 8North Kingstown 8East Greenwich 7Lincoln 6Newport 6West Warwick 6Westerly 6Charlestown 5East Providence 5Smithfield 5Greenville 4Saunderstown 3South Kingstown 3Wakefield 3
Questions
How many CFP financial advisors are in North Smithfield, RI?
3 SEC-registered investment adviser representatives at firm offices in North Smithfield, Rhode Island list the CFP designation; Commonwealth Financial Network employs the most of them (1).
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 Smithfield?
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.