Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Chesapeake, VA

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

12 CFP professionals work in Chesapeake; the most are at Edward Jones (2). 10 are also registered broker representatives.

CFP advisors in Chesapeake, A to Z

Every advisor in Chesapeake →

Paula D. FeretFirst Command Advisory Services · Certified Financial Planner, Chartered Financial Consultant
Mark A. FloresWells Fargo Clearing Services, LLC · Certified Financial Planner
Sean D. JonesEdward Jones · Certified Financial Planner, Chartered Financial Consultant
Brian M. KieferFirst Command Advisory Services · Certified Financial Planner
Poonam R. MaheshwariWells Fargo Clearing Services, LLC · Certified Financial Planner
Robert P. MarchesanoRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
Roland T. MartinOsaic Wealth, Inc. · Certified Financial Planner
Ryan A. MartinOsaic Wealth, Inc. · Certified Financial Planner
Daniel K. NeiceLPL Financial LLC · Certified Financial Planner
Patrycja PlucinskiEdward Jones · Certified Financial Planner
Willard F. Robins IIIW. F. Robins, III, LLC · Certified Financial Planner
Robert W. Tull Jr.Tull Financial Group, Inc. · Certified Financial Planner

Firms with the most CFP professionals in Chesapeake

Edward Jones 2 First Command Advisory Services 2 Osaic Wealth, Inc. 2 Wells Fargo Clearing Services, LLC 2 LPL Financial LLC 1 Raymond James Financial Services Advisors, Inc. 1 Tull Financial Group, Inc. 1 W. F. Robins, III, LLC 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 Chesapeake, VA?

12 SEC-registered investment adviser representatives at firm offices in Chesapeake, Virginia list the CFP designation; Edward Jones employs the most of them (2).

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 Chesapeake?

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.