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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Bennington, VT

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

3 CFP professionals work in Bennington; the most are at Bennington Financial Planning Group (2). 3 are also registered broker representatives.

CFP advisors in Bennington, A to Z

Every advisor in Bennington →
  • Deborah L. LaneCommonwealth Financial Network · Certified Financial Planner
  • Brian D. McKennaBennington Financial Planning Group · Certified Financial Planner
  • Donald B. McKennaBennington Financial Planning Group · Certified Financial Planner

Firms with the most CFP professionals in Bennington

Bennington Financial Planning Group 2Commonwealth Financial Network 1

CFP advisors in other Vermont cities

All of Vermont →

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

Questions

How many CFP financial advisors are in Bennington, VT?

3 SEC-registered investment adviser representatives at firm offices in Bennington, Vermont list the CFP designation; Bennington Financial Planning Group 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 Bennington?

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.