Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in White River Junction, VT
Every SEC-registered financial advisor at a firm office in White River Junction who lists the Certified Financial Planner designation, A to Z.
The short answer
2 CFP professionals work in White River Junction; the most are at Edward Jones (1). 1 are also registered broker representatives.
CFP advisors in White River Junction, A to Z
Every advisor in White River Junction →- Carl G. Bulgini IIIFenwick Investments, LLC · Certified Financial Planner
- Ryan M. LacroixEdward Jones · Certified Financial Planner
Firms with the most CFP professionals in White River Junction
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 White River Junction, VT?
2 SEC-registered investment adviser representatives at firm offices in White River Junction, Vermont list the CFP designation; Edward Jones 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 White River Junction?
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.