Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Norwich, VT
Every SEC-registered financial advisor at a firm office in Norwich who lists the Certified Financial Planner designation, A to Z.
3 CFP professionals work in Norwich; the most are at Otto & Associates, Inc. (3). 0 are also registered broker representatives.
CFP advisors in Norwich, A to Z
Every advisor in Norwich →- Susan O. GoodellOtto & Associates, Inc. · Certified Financial Planner
- Deborah L. MaherOtto & Associates, Inc. · Certified Financial Planner
- David W. OttoOtto & Associates, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Norwich
CFP advisors in other Vermont cities
All of Vermont →South Burlington 22Burlington 15Williston 11Colchester 7Barre 6Montpelier 6Rutland 4Bennington 3Brattleboro 3
Questions
How many CFP financial advisors are in Norwich, VT?
3 SEC-registered investment adviser representatives at firm offices in Norwich, Vermont list the CFP designation; Otto & Associates, Inc. employs the most of them (3).
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 Norwich?
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.