Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Williston, VT
Every SEC-registered financial advisor at a firm office in Williston who lists the Certified Financial Planner designation, A to Z.
11 CFP professionals work in Williston; the most are at Copper Leaf Financial, LLC (3). 7 are also registered broker representatives.
CFP advisors in Williston, A to Z
Every advisor in Williston →- Ryan J. BergmannSilverlake Wealth Management LLC · Certified Financial Planner
- Paul D. BriodyWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- John W. DavisCopper Leaf Financial, LLC · Certified Financial Planner
- Jason J. FrankLPL Financial LLC · Certified Financial Planner
- Aaron GlosserEdward Jones · Certified Financial Planner
- Thomas J. GolonkaSilverlake Wealth Management LLC · Certified Financial Planner
- Catherine A. HarrisLPL Financial LLC · Certified Financial Planner, Personal Financial Specialist
- Bret L. HodgdonCopper Leaf Financial, LLC · Certified Financial Planner
- David J. MaherWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Kylie E. RichardsLPL Financial LLC · Certified Financial Planner
- Jacquelyn M. ThibeaultCopper Leaf Financial, LLC · Certified Financial Planner
Firms with the most CFP professionals in Williston
Copper Leaf Financial, LLC 3LPL Financial LLC 3Silverlake Wealth Management LLC 2Wells Fargo Advisors Financial Network, LLC 2Edward Jones 1
CFP advisors in other Vermont cities
All of Vermont →South Burlington 22Burlington 15Colchester 7Barre 6Montpelier 6Rutland 4Bennington 3Brattleboro 3Norwich 3
Questions
How many CFP financial advisors are in Williston, VT?
11 SEC-registered investment adviser representatives at firm offices in Williston, Vermont list the CFP designation; Copper Leaf Financial, LLC 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 Williston?
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.