Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Burlington, VT
Every SEC-registered financial advisor at a firm office in Burlington who lists the Certified Financial Planner designation, A to Z.
15 CFP professionals work in Burlington; the most are at Hanson & Doremus Investment Management (5). 4 are also registered broker representatives.
CFP advisors in Burlington, A to Z
Every advisor in Burlington →- Robert F. CostelloCostello Financial Planning, Inc. · Certified Financial Planner
- Eric S. Eklof Jr.Hanson & Doremus Investment Management · Certified Financial Planner
- Elisabeth A. FordHanson & Doremus Investment Management · Certified Financial Planner, Chartered Financial Analyst
- Timothy A. HumphreyRock Point Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
- Jonathan A. Landry44 North Capital, LLC · Certified Financial Planner
- Zachary T. MusgraveRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Benjamin E. NostrandWestview Investment Advisors · Certified Financial Planner
- Corrie ParkerOak Maple Finance, LLC · Certified Financial Planner
- Evan I. PembertonHanson & Doremus Investment Management · Certified Financial Planner, Chartered Financial Analyst
- Max J. RooneyLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Kurt SchaeferTd Private Client Wealth LLC · Certified Financial Planner
- Rebecca K. WalshOak Maple Finance, LLC · Certified Financial Planner
- Alexander A. WatsonHanson & Doremus Investment Management · Certified Financial Planner, Chartered Financial Analyst
- Brigette L. WhiteRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Arthur P. WrightHanson & Doremus Investment Management · Certified Financial Planner
Firms with the most CFP professionals in Burlington
Hanson & Doremus Investment Management 5Oak Maple Finance, LLC 2Raymond James Financial Services Advisors, Inc. 244 North Capital, LLC 1Costello Financial Planning, Inc. 1LPL Financial LLC 1Rock Point Advisors, LLC 1Td Private Client Wealth LLC 1Westview Investment Advisors 1
CFP advisors in other Vermont cities
All of Vermont →South Burlington 22Williston 11Colchester 7Barre 6Montpelier 6Rutland 4Bennington 3Brattleboro 3Norwich 3
Questions
How many CFP financial advisors are in Burlington, VT?
15 SEC-registered investment adviser representatives at firm offices in Burlington, Vermont list the CFP designation; Hanson & Doremus Investment Management employs the most of them (5).
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 Burlington?
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.