Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in South Burlington, VT
Every SEC-registered financial advisor at a firm office in South Burlington who lists the Certified Financial Planner designation, A to Z.
22 CFP professionals work in South Burlington; the most are at LPL Financial LLC (4). 12 are also registered broker representatives.
CFP advisors in South Burlington, A to Z
Every advisor in South Burlington →- Scott A. BeaudinPathway Financial Advisors, LLC · Certified Financial Planner, Personal Financial Specialist
- Heidi G. CluteLPL Financial LLC · Certified Financial Planner
- Kristin DearbornEdward Jones · Certified Financial Planner
- Donald F. DempseyWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Amy J. ErohEdward Jones · Certified Financial Planner
- Marc V. FragolaKestra Advisory Services, LLC · Certified Financial Planner
- John J. Harm IIIProspera Financial Services, Inc. · Certified Financial Planner
- Amanda C. JusticeAmeriprise Financial Services, LLC · Certified Financial Planner
- Jared A. LarrowAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Lori B. LustbergFocus Partners Wealth, LLC · Certified Financial Planner
- Jordan V. MacdougallPathway Financial Advisors, LLC · Certified Financial Planner
- Gregory A. McLenithanLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Jennifer A. MurphyEdward Jones · Certified Financial Planner
- Rene A. PochopPochop Financial Management, Inc. · Certified Financial Planner
- Michael J. SchellPathway Financial Advisors, LLC · Certified Financial Planner
- Wayne S. SegearPrivate Advisor Group, LLC · Certified Financial Planner
- Jonathan J. SmithPathway Financial Advisors, LLC · Certified Financial Planner
- Todd R. ToensingEmg · Certified Financial Planner
- Erin L. TressLPL Financial LLC · Certified Financial Planner
- Christina R. UblLPL Financial LLC · Certified Financial Planner
- William B. WalshQuantum Leap Capital, LLC · Certified Financial Planner
- Jody L. WhiteFarrow Financial Inc. · Certified Financial Planner, Chartered Financial Analyst
Firms with the most CFP professionals in South Burlington
LPL Financial LLC 4Pathway Financial Advisors, LLC 4Edward Jones 3Ameriprise Financial Services, LLC 2Emg 1Farrow Financial Inc. 1Focus Partners Wealth, LLC 1Kestra Advisory Services, LLC 1Pochop Financial Management, Inc. 1Private Advisor Group, LLC 1Prospera Financial Services, Inc. 1Quantum Leap Capital, LLC 1Wealth Enhancement Advisory Services, LLC 1
CFP advisors in other Vermont cities
All of Vermont →Burlington 15Williston 11Colchester 7Barre 6Montpelier 6Rutland 4Bennington 3Brattleboro 3Norwich 3
Questions
How many CFP financial advisors are in South Burlington, VT?
22 SEC-registered investment adviser representatives at firm offices in South Burlington, Vermont list the CFP designation; LPL Financial LLC 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 South 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.