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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Henrico, VA

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

6 CFP professionals work in Henrico; the most are at Cambridge Investment Research Advisors, Inc. (2). 5 are also registered broker representatives.

CFP advisors in Henrico, A to Z

Every advisor in Henrico →
  • Shannon S. CarterCambridge Investment Research Advisors, Inc. · Certified Financial Planner
  • Joseph L. CraftEdward Jones · Certified Financial Planner
  • Beth A. GibsonAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Jeffrey G. MussattCrossgrain Family Investments, LLC · Certified Financial Planner
  • Alexander J. PaolettoCambridge Investment Research Advisors, Inc. · Certified Financial Planner
  • Stephen C. PittsOsaic Wealth, Inc. · Certified Financial Planner

Firms with the most CFP professionals in Henrico

Cambridge Investment Research Advisors, Inc. 2Ameriprise Financial Services, LLC 1Crossgrain Family Investments, LLC 1Edward Jones 1Osaic Wealth, Inc. 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 Henrico, VA?

6 SEC-registered investment adviser representatives at firm offices in Henrico, Virginia list the CFP designation; Cambridge Investment Research Advisors, Inc. 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 Henrico?

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.