Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Essex Junction, VT
Every SEC-registered financial advisor at a firm office in Essex Junction who lists the Certified Financial Planner designation, A to Z.
The short answer
2 CFP professionals work in Essex Junction; the most are at Edward Jones (2). 2 are also registered broker representatives.
CFP advisors in Essex Junction, A to Z
Every advisor in Essex Junction →- Graham FiskEdward Jones · Certified Financial Planner
- Amy E. WolfEdward Jones · Certified Financial Planner
Firms with the most CFP professionals in Essex Junction
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 Essex Junction, VT?
2 SEC-registered investment adviser representatives at firm offices in Essex Junction, Vermont list the CFP designation; Edward Jones 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 Essex Junction?
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.