Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Centreville, VA

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

4 CFP professionals work in Centreville; the most are at Cetera Investment Advisers LLC (1). 2 are also registered broker representatives.

CFP advisors in Centreville, A to Z

Every advisor in Centreville →

Angelique N. AyalaSavvy · Certified Financial Planner
Donald J. Schoen IIICreative Planning · Certified Financial Planner
David B. StraightiffEdward Jones · Certified Financial Planner
Mary C. StralkaCetera Investment Advisers LLC · Certified Financial Planner, Personal Financial Specialist

Firms with the most CFP professionals in Centreville

Cetera Investment Advisers LLC 1 Creative Planning 1 Edward Jones 1 Savvy 1

CFP advisors in other Virginia cities

All of Virginia →

Richmond 202 McLean 169 Reston 114 Virginia Beach 102 Vienna 96 Alexandria 78 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

Questions

How many CFP financial advisors are in Centreville, VA?

4 SEC-registered investment adviser representatives at firm offices in Centreville, Virginia list the CFP designation; Cetera Investment Advisers 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 Centreville?

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.