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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in So Burlington, VT

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

The short answer

1 CFP advisor work in So Burlington; the most are at Eagle Strategies LLC (1). 1 are also registered broker representatives.

CFP advisors in So Burlington, A to Z

Every advisor in So Burlington →
  • Mary E. CapparucciniEagle Strategies LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most CFP professionals in So Burlington

Eagle Strategies LLC 1

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 So Burlington, VT?

1 SEC-registered investment adviser representatives at firm offices in So Burlington, Vermont list the CFP designation; Eagle Strategies 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 So Burlington?

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.