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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in North Bennington, VT

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

2 CFP professionals work in North Bennington; the most are at Williams Financial, LLC (2). 0 are also registered broker representatives.

CFP advisors in North Bennington, A to Z

Every advisor in North Bennington →

Firms with the most CFP professionals in North Bennington

Williams Financial, LLC 2

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 North Bennington, VT?

2 SEC-registered investment adviser representatives at firm offices in North Bennington, Vermont list the CFP designation; Williams Financial, LLC 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 North Bennington?

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.