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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Montpelier, VT

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

6 CFP professionals work in Montpelier; the most are at Equity Services, Inc. (4). 6 are also registered broker representatives.

CFP advisors in Montpelier, A to Z

Every advisor in Montpelier →
  • Brian P. BrandaEquity Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Michael J. BrandaEquity Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Marc GwinnEdward Jones · Certified Financial Planner
  • Daniel R. HouseEquity Services, Inc. · Certified Financial Planner
  • Scott P. MaitlandEquity Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • James J. TowneLPL Financial LLC · Certified Financial Planner

Firms with the most CFP professionals in Montpelier

Equity Services, Inc. 4Edward Jones 1LPL Financial LLC 1

CFP advisors in other Vermont cities

All of Vermont →

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

Questions

How many CFP financial advisors are in Montpelier, VT?

6 SEC-registered investment adviser representatives at firm offices in Montpelier, Vermont list the CFP designation; Equity Services, Inc. employs the most of them (4).

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 Montpelier?

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.