Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Great Falls, VA
Every SEC-registered financial advisor at a firm office in Great Falls who lists the Certified Financial Planner designation, A to Z.
5 CFP professionals work in Great Falls; the most are at Decisionmap Wealth Management, LLC (2). 1 are also registered broker representatives.
CFP advisors in Great Falls, A to Z
Every advisor in Great Falls →- Luke R. AveryDecisionmap Wealth Management, LLC · Certified Financial Planner
- Paul C. BennettDecisionmap Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Alexander S. BrownRBC Capital Markets, LLC · Certified Financial Planner
- Alice LiModern Wealth Management, LLC · Certified Financial Planner
- Daniel E. MorganIndependent Financial Planning · Certified Financial Planner
Firms with the most CFP professionals in Great Falls
Decisionmap Wealth Management, LLC 2Independent Financial Planning 1Modern Wealth Management, LLC 1RBC Capital Markets, LLC 1
CFP advisors in other Virginia cities
All of Virginia →Richmond 202McLean 169Reston 114Virginia Beach 102Vienna 96Alexandria 78Fairfax 78Arlington 58Glen Allen 52Charlottesville 45Roanoke 43Midlothian 40Williamsburg 37Tysons Corner 34Norfolk 33Leesburg 32Falls Church 29Harrisonburg 27Ashburn 26Herndon 21Winchester 17Newport News 16Lynchburg 15Tysons 13
Questions
How many CFP financial advisors are in Great Falls, VA?
5 SEC-registered investment adviser representatives at firm offices in Great Falls, Virginia list the CFP designation; Decisionmap Wealth Management, LLC 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 Great Falls?
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.