Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Leesburg, VA
Every SEC-registered financial advisor at a firm office in Leesburg who lists the Certified Financial Planner designation, A to Z.
32 CFP professionals work in Leesburg; the most are at Amj Financial Wealth Management LLC (7). 17 are also registered broker representatives.
CFP advisors in Leesburg, A to Z
Every advisor in Leesburg →- Jacqueline H. AimeAmeriprise Financial Services, LLC · Certified Financial Planner
- Matthew AlbrittonAmj Financial Wealth Management LLC · Certified Financial Planner
- Angela M. BenderAmj Financial Wealth Management LLC · Certified Financial Planner
- Mary E. BolandBrass Capital · Certified Financial Planner
- Kevin T. BrownAmj Financial Wealth Management LLC · Certified Financial Planner
- Michael W. ButterfieldWells Fargo Clearing Services, LLC · Certified Financial Planner
- Peter J. ChipourasOsaic Wealth, Inc. · Certified Financial Planner
- Geoffrey H. CoggerCary Street Partners · Certified Financial Planner, Chartered Financial Consultant
- Joshua C. CohenAmj Financial Wealth Management LLC · Certified Financial Planner
- Luke C. EstepAmj Financial Wealth Management LLC · Certified Financial Planner
- Kyle P. FlintonRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Justin LeeCharles Schwab & Co., Inc. · Certified Financial Planner
- Jeffrey M. MagedSummit Financial, LLC · Certified Financial Planner
- Fridtjov MarkussenAmj Financial Wealth Management LLC · Certified Financial Planner
- Jennifer A. MascarenasSteigerwald, Gordon & Koch - Wealth Advisors · Certified Financial Planner
- Ritesh MathurStrategic Advisers LLC · Certified Financial Planner
- Arthur H. McGonigal Jr.Osaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Conor J. MulleeEdward Jones · Certified Financial Planner
- Nathan M. MyersEdward Jones · Certified Financial Planner
- Eric A. NorbergEan Equity Financial Services LLC · Certified Financial Planner, Chartered Financial Consultant
- Kobby K. OkumEdward Jones · Certified Financial Planner
- Alexis M. PeedAmj Financial Wealth Management LLC · Certified Financial Planner
- Bradley T. PiescoMagpie Consulting LLC · Certified Financial Planner, Chartered Financial Consultant
- Eric F. Randolph Jr.Steigerwald, Gordon & Koch - Wealth Advisors · Certified Financial Planner
- Jeanne-Marie SandsMai Capital Management, LLC · Certified Financial Planner
- Benjamin D. ScrivenerSteigerwald, Gordon & Koch - Wealth Advisors · Certified Financial Planner
- Esther T. SearlesStrategic Advisers LLC · Certified Financial Planner
- Erin M. SmithRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Brawn C. SproulToth Financial Advisory Corp. · Certified Financial Planner
- Jason A. SweitzerAmeriprise Financial Services, LLC · Certified Financial Planner
- Mary C. SzabatMai Capital Management, LLC · Certified Financial Planner
- Jonathan L. ThomasRBC Capital Markets, LLC · Certified Financial Planner
Firms with the most CFP professionals in Leesburg
Amj Financial Wealth Management LLC 7Edward Jones 3Steigerwald, Gordon & Koch - Wealth Advisors 3Ameriprise Financial Services, LLC 2Mai Capital Management, LLC 2Osaic Wealth, Inc. 2Raymond James Financial Services Advisors, Inc. 2Strategic Advisers LLC 2Brass Capital 1Cary Street Partners 1Charles Schwab & Co., Inc. 1Ean Equity Financial Services LLC 1Magpie Consulting LLC 1RBC Capital Markets, LLC 1Summit Financial, 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 33Falls Church 29Harrisonburg 27Ashburn 26Herndon 21Winchester 17Newport News 16Lynchburg 15Tysons 13Chesapeake 12
Questions
How many CFP financial advisors are in Leesburg, VA?
32 SEC-registered investment adviser representatives at firm offices in Leesburg, Virginia list the CFP designation; Amj Financial Wealth Management LLC employs the most of them (7).
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 Leesburg?
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.