Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Middlebury, VT
Every SEC-registered financial advisor at a firm office in Middlebury who lists the Certified Financial Planner designation, A to Z.
2 CFP professionals work in Middlebury; the most are at LPL Financial LLC (1). 1 are also registered broker representatives.
CFP advisors in Middlebury, A to Z
Every advisor in Middlebury →- Eileen L. McCaffreyMarble Trail Advisors · Certified Financial Planner
- Brian E. WootenLPL Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in Middlebury
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 Middlebury, VT?
2 SEC-registered investment adviser representatives at firm offices in Middlebury, Vermont list the CFP designation; LPL Financial 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 Middlebury?
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.