Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Alexandria, VA

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

78 CFP professionals work in Alexandria; the most are at Captrust (9). 50 are also registered broker representatives.

CFP advisors in Alexandria, A to Z

Every advisor in Alexandria →

Mark E. AmbergVerdence Capital Advisors, LLC · Certified Financial Planner
Ross S. AndersonCraftwork Capital LLC · Certified Financial Planner
Edward I. Anderson IIIClearvue Financial · Certified Financial Planner
Andrew J. AtarasCaptrust · Certified Financial Planner
Victoria S. BakerCharles Schwab & Co., Inc. · Certified Financial Planner
Philip P. BartilucciWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
Evan T. BeachMariner Independent · Certified Financial Planner
John M. BernardsCommonwealth Financial Network · Certified Financial Planner
Laurie BlackburnWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
Nathan BlumenscheinCaptrust · Certified Financial Planner
Megan L. BrinsfieldApollon Wealth Management, LLC · Certified Financial Planner
John W. BrittinghamStock Plan Advisory Group LLC · Certified Financial Planner
Jeffrey M. CallanLPL Financial LLC · Certified Financial Planner
Kelly P. CampbellCaptrust · Certified Financial Planner, Chartered Financial Consultant
Dean J. CatinoMonument Wealth Management · Certified Financial Planner
Tristan CaudronWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
Jordan A. CiullaCharles Schwab & Co., Inc. · Certified Financial Planner
Richard L. ClementCaptrust · Certified Financial Planner
Margaret Ann Coutinho-BetancourtStrategic Advisers LLC · Certified Financial Planner
Kyle DewsStrategic Advisers LLC · Certified Financial Planner
William D. EberhardtStrategic Advisers LLC · Certified Financial Planner
Rachel EisenhartKestra Private Wealth Services, LLC · Certified Financial Planner, Chartered Financial Consultant
David G. EvansBig "i" Advisory Resources, LLC · Certified Financial Planner
Frances FangCaptrust · Certified Financial Planner
Michelle C. FenaouiWells Fargo Clearing Services, LLC · Certified Financial Planner
Garrett M. FordPrincipal Securities, Inc. · Certified Financial Planner
Tyler J. FrechCaptrust · Certified Financial Planner
Harry T. GaskinG, G, & M Financial Goals · Certified Financial Planner
Janet M. HaleyCharles Schwab & Co., Inc. · Certified Financial Planner
Emily M. HarperMonument Wealth Management · Certified Financial Planner
Richard J. HarrisonStrategic Advisers LLC · Certified Financial Planner
Lakeisha N. HillEdelman Financial Engines · Certified Financial Planner
Freeman N. Jelks IIIFnj 3, LLC · Certified Financial Planner
Megan N. KellyPathstone · Certified Financial Planner
Colette M. KolankoCerity Partners LLC · Certified Financial Planner, Personal Financial Specialist
Matthew P. KrouseOpal Wealth Advisors, LLC · Certified Financial Planner
Eric W. LantzAmeriprise Financial Services, LLC · Certified Financial Planner
Jose LeoncioStrategic Advisers LLC · Certified Financial Planner
Philip E. LeopoldFirst Command Advisory Services · Certified Financial Planner, Chartered Financial Consultant
Benjamin N. LievestroFirst Command Advisory Services · Certified Financial Planner
Meghan LuskCaptrust · Certified Financial Planner
Gus M. MaskCharles Schwab & Co., Inc. · Certified Financial Planner
Thomas C. MassieMassie Financial Planning Inc. · Certified Financial Planner
Ivana K. McNeillWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
Armand MinasianLPL Financial LLC · Certified Financial Planner
Matthew A. MooreEdward Jones · Certified Financial Planner
Jeremy A. NewtonRBC Capital Markets, LLC · Certified Financial Planner
Maxwell F. NixonCharles Schwab & Co., Inc. · Certified Financial Planner
Jonathan L. OlsenWells Fargo Clearing Services, LLC · Certified Financial Planner
Kyle D. PackardPackard Wealth Strategies LLC · Certified Financial Planner, Chartered Financial Consultant
Paula C. PassArkagos Advisors & Asset Management, Inc. · Certified Financial Planner
Joel A. PatiernoEdward Jones · Certified Financial Planner, Chartered Financial Consultant
Alexandra PayneSeia · Certified Financial Planner
Lisa C. Pendley8th Street Investments, LLC · Certified Financial Planner
Patricia K. PennMorgan Stanley · Certified Financial Planner
Mark M. PrestonCaptrust · Certified Financial Planner
Lysa J. RothenbergCapitol Securities Management, Inc. · Certified Financial Planner
Shannon B. RowanLPL Financial LLC · Certified Financial Planner
Evan M. RoysterTruist Advisory Services, Inc. · Certified Financial Planner
Theodore P. RynnStrategic Advisers LLC · Certified Financial Planner
Bianca S. SanMonument Wealth Management · Certified Financial Planner
Daniel T. SendiPortfolio Advisory Group, Inc. · Certified Financial Planner
David A. SendiPortfolio Advisory Group, Inc. · Certified Financial Planner
Jeffrey SheatsStrategic Advisers LLC · Certified Financial Planner
James M. SimonRenew Wealth Management LLC · Certified Financial Planner
Richard P. SlaterMcGinn Penninger Investment Management Inc. · Certified Financial Planner
Michael R. SlaymakerJanney Montgomery Scott LLC · Certified Financial Planner
Charles SloneStrategic Advisers LLC · Certified Financial Planner
Christopher A. SnowlingCharles Schwab & Co., Inc. · Certified Financial Planner
Zachary SpradlinStrategic Advisers LLC · Certified Financial Planner
Ryan SprowlsWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
Brian StewartCaptrust · Certified Financial Planner, Chartered Financial Consultant
Joshua A. StrangeLPL Financial LLC · Certified Financial Planner
Anastasia S. TaberTaber Asset Management L.L.C. · Certified Financial Planner
Carl M. TrevisanWells Fargo Clearing Services, LLC · Certified Financial Planner
Jacobson P. TruexMcLaughlin Ryder Investments, Inc. · Certified Financial Planner
Charis VeneyPathstone · Certified Financial Planner
Timothy R. WeslingWesling Financial Planning Services Corp. · Certified Financial Planner

Firms with the most CFP professionals in Alexandria

Captrust 9 Strategic Advisers LLC 9 Charles Schwab & Co., Inc. 6 Wells Fargo Advisors Financial Network, LLC 5 LPL Financial LLC 4 Monument Wealth Management 3 Wells Fargo Clearing Services, LLC 3 Edward Jones 2 First Command Advisory Services 2 Pathstone 2 Portfolio Advisory Group, Inc. 2 8th Street Investments, LLC 1 Ameriprise Financial Services, LLC 1 Apollon Wealth Management, LLC 1 Arkagos Advisors & Asset Management, Inc. 1

CFP advisors in other Virginia cities

All of Virginia →

Richmond 202 McLean 169 Reston 114 Virginia Beach 102 Vienna 96 Fairfax 78 Arlington 58 Glen Allen 52 Charlottesville 45 Roanoke 43 Midlothian 40 Williamsburg 37 Tysons Corner 34 Norfolk 33 Leesburg 32 Falls Church 29 Harrisonburg 27 Ashburn 26 Herndon 21 Winchester 17 Newport News 16 Lynchburg 15 Tysons 13 Chesapeake 12

Questions

How many CFP financial advisors are in Alexandria, VA?

78 SEC-registered investment adviser representatives at firm offices in Alexandria, Virginia list the CFP designation; Captrust employs the most of them (9).

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 Alexandria?

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.