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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Barre, VT

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

6 CFP professionals work in Barre; the most are at LPL Financial LLC (3). 6 are also registered broker representatives.

CFP advisors in Barre, A to Z

Every advisor in Barre →

Firms with the most CFP professionals in Barre

LPL Financial LLC 3Ameriprise Financial Services, LLC 1Cetera Investment Advisers LLC 1Edward Jones 1

CFP advisors in other Vermont cities

All of Vermont →

South Burlington 22Burlington 15Williston 11Colchester 7Montpelier 6Rutland 4Bennington 3Brattleboro 3Norwich 3

Questions

How many CFP financial advisors are in Barre, VT?

6 SEC-registered investment adviser representatives at firm offices in Barre, Vermont list the CFP designation; LPL Financial LLC employs the most of them (3).

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 Barre?

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.