Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Harrisonburg, VA
Every SEC-registered financial advisor at a firm office in Harrisonburg who lists the Certified Financial Planner designation, A to Z.
27 CFP professionals work in Harrisonburg; the most are at Edward Jones (4). 19 are also registered broker representatives.
CFP advisors in Harrisonburg, A to Z
Every advisor in Harrisonburg →- Katherine M. BrayEdward Jones · Certified Financial Planner
- Mark A. BrennemanCommonwealth Financial Network · Certified Financial Planner
- Tyler E. DeputyAmeriprise Financial Services, LLC · Certified Financial Planner
- Morgan B. EyeEdward Jones · Certified Financial Planner
- Kevin M. FlintXypn Sapphire · Certified Financial Planner
- Raymond E. Gay Jr.Davenport & Company LLC · Certified Financial Planner
- Christopher R. GoehnerAmeriprise Financial Services, LLC · Certified Financial Planner
- Daniel E. GrandstaffWells Fargo Clearing Services, LLC · Certified Financial Planner
- Ashley P. HeatwoleGraves Light Lenhart · Certified Financial Planner, Chartered Financial Analyst
- Stephan J. HessCommonwealth Financial Network · Certified Financial Planner
- Isaac E. HutchisonPlanmember Securities Corporation · Certified Financial Planner
- Kurtis L. JohnsonApella Wealth · Certified Financial Planner
- Sharon C. KrantzJanney Montgomery Scott LLC · Certified Financial Planner
- Joshua C. KygerAmeriprise Financial Services, LLC · Certified Financial Planner
- Andrew S. LamStrategent Financial, LLC · Certified Financial Planner, Chartered Financial Analyst
- David T. LarsonLPL Financial LLC · Certified Financial Planner
- Jeffrey G. LenhartGraves Light Lenhart · Certified Financial Planner
- William C. Loomis IIILPL Financial LLC · Certified Financial Planner
- Joshua LoweEdward Jones · Certified Financial Planner
- Adam L. PalmoreRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Nicholas A. PerrineGraves Light Lenhart · Certified Financial Planner
- John M. PriesterLPL Financial LLC · Certified Financial Planner
- Abram J. ShearerStrategent Financial, LLC · Certified Financial Planner
- Kenneth A. SurberEdward Jones · Certified Financial Planner
- Debra L. WachterCetera Investment Advisers LLC · Certified Financial Planner
- Ryan P. WaidGraves Light Lenhart · Certified Financial Planner
- James J. WhiteD.A. Davidson & Co. · Certified Financial Planner
Firms with the most CFP professionals in Harrisonburg
Edward Jones 4Graves Light Lenhart 4Ameriprise Financial Services, LLC 3LPL Financial LLC 3Commonwealth Financial Network 2Strategent Financial, LLC 2Apella Wealth 1Cetera Investment Advisers LLC 1D.A. Davidson & Co. 1Davenport & Company LLC 1Janney Montgomery Scott LLC 1Planmember Securities Corporation 1Raymond James Financial Services Advisors, Inc. 1Wells Fargo Clearing Services, LLC 1Xypn Sapphire 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 29Ashburn 26Herndon 21Winchester 17Newport News 16Lynchburg 15Tysons 13Chesapeake 12
Questions
How many CFP financial advisors are in Harrisonburg, VA?
27 SEC-registered investment adviser representatives at firm offices in Harrisonburg, Virginia list the CFP designation; Edward Jones employs the most of them (4).
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 Harrisonburg?
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.