Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Lynchburg, VA
Every SEC-registered financial advisor at a firm office in Lynchburg who lists the Certified Financial Planner designation, A to Z.
15 CFP professionals work in Lynchburg; the most are at Captrust (3). 4 are also registered broker representatives.
CFP advisors in Lynchburg, A to Z
Every advisor in Lynchburg →- Benjamin M. BerryLPL Financial LLC · Certified Financial Planner
- Andrew G. BlanksEagle Strategies LLC · Certified Financial Planner
- Marcus P. BorelCaptrust · Certified Financial Planner
- Don R. Carter Jr.D.A. Davidson & Co. · Certified Financial Planner
- Kurt D. CornfieldHarvest - Faith-Based Investing · Certified Financial Planner
- Calvin W. EganCommonwealth Financial Network · Certified Financial Planner
- John M. FlippinCaptrust · Certified Financial Planner
- Isaiah GatesHarvest Investment Services, LLC · Certified Financial Planner
- John N. HallLynchburg Wealth Management · Certified Financial Planner
- Alan Z. Kramer Jr.Montvue Capital Management, Inc. · Certified Financial Planner
- Mitchell H. LawArrow Wealth Advisors · Certified Financial Planner
- Mark C. MillerWealthcare Advisory Partners LLC · Certified Financial Planner
- William W. PaxtonCaptrust · Certified Financial Planner
- Daniel L. SeltzerArrow Wealth Advisors · Certified Financial Planner
- Timothy D. TalleyEdward Jones · Certified Financial Planner
Firms with the most CFP professionals in Lynchburg
Captrust 3Arrow Wealth Advisors 2Commonwealth Financial Network 1D.A. Davidson & Co. 1Eagle Strategies LLC 1Edward Jones 1Envoy Advisory Inc. 1Harvest - Faith-Based Investing 1Harvest Investment Services, LLC 1LPL Financial LLC 1Lynchburg Wealth Management 1Montvue Capital Management, Inc. 1Wealthcare Advisory Partners 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 16Tysons 13Chesapeake 12
Questions
How many CFP financial advisors are in Lynchburg, VA?
15 SEC-registered investment adviser representatives at firm offices in Lynchburg, Virginia list the CFP designation; Captrust employs the most of them (3).
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 Lynchburg?
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.