Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Bristol, VT
Every SEC-registered financial advisor at a firm office in Bristol who lists the Certified Financial Planner designation, A to Z.
1 CFP advisor work in Bristol; the most are at Soaring Wealth LLC (1). 0 are also registered broker representatives.
CFP advisors in Bristol, A to Z
Every advisor in Bristol →- Malissa M. MarshallSoaring Wealth LLC · Certified Financial Planner
Firms with the most CFP professionals in Bristol
CFP advisors in other Vermont cities
All of Vermont →South Burlington 22Burlington 15Williston 11Colchester 7Barre 6Montpelier 6Rutland 4Bennington 3Brattleboro 3Norwich 3
Questions
How many CFP financial advisors are in Bristol, VT?
1 SEC-registered investment adviser representatives at firm offices in Bristol, Vermont list the CFP designation; Soaring Wealth 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 Bristol?
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.