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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Wakefield, RI

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

The short answer

3 CFP professionals work in Wakefield; the most are at Invest Track Financial, LLC (2). 1 are also registered broker representatives.

CFP advisors in Wakefield, A to Z

Every advisor in Wakefield →
  • Brian J. BlackerbyAmeriprise Financial Services, LLC · Certified Financial Planner
  • Alexandra P. GeremiaInvest Track Financial, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Timothy V. GeremiaInvest Track Financial, LLC · Certified Financial Planner, Chartered Financial Analyst

Firms with the most CFP professionals in Wakefield

Invest Track Financial, LLC 2Ameriprise Financial Services, 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 4North Smithfield 3Saunderstown 3South Kingstown 3

Questions

How many CFP financial advisors are in Wakefield, RI?

3 SEC-registered investment adviser representatives at firm offices in Wakefield, Rhode Island list the CFP designation; Invest Track Financial, LLC 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 Wakefield?

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.