Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Saunderstown, RI

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

3 CFP professionals work in Saunderstown; the most are at Cw Advisors, LLC (1). 1 are also registered broker representatives.

CFP advisors in Saunderstown, A to Z

Every advisor in Saunderstown →

Robert H. Breslin IIICw Advisors, LLC · Certified Financial Planner
Susan E. GardinerSouth County Wealth Planning · Certified Financial Planner
James P. RocheOsaic Wealth, Inc. · Certified Financial Planner

Firms with the most CFP professionals in Saunderstown

Cw Advisors, LLC 1 Osaic Wealth, Inc. 1 South County Wealth Planning 1

CFP advisors in other Rhode Island cities

All of Rhode Island →

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

Questions

How many CFP financial advisors are in Saunderstown, RI?

3 SEC-registered investment adviser representatives at firm offices in Saunderstown, Rhode Island list the CFP designation; Cw Advisors, LLC 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 Saunderstown?

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.