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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Midlothian, VA

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

40 CFP professionals work in Midlothian; the most are at Cetera Investment Advisers LLC (10). 26 are also registered broker representatives.

CFP advisors in Midlothian, A to Z

Every advisor in Midlothian →

Firms with the most CFP professionals in Midlothian

Cetera Investment Advisers LLC 10Edward Jones 5Bowen Financial Services, LLC 3LPL Financial LLC 3Ameriprise Financial Services, LLC 2J. W. Cole Advisors, Inc. 2Raymond James Financial Services Advisors, Inc. 2Wealthspire Advisors 2Captrust 1Colonial River Wealth Management LLC 1Cw Advisors, LLC 1Hussmen Financial 1Just A Conversation, LLC 1Kestra Advisory Services, LLC 1LPL Enterprise, LLC 1

CFP advisors in other Virginia cities

All of Virginia →

Richmond 202McLean 169Reston 114Virginia Beach 102Vienna 96Alexandria 78Fairfax 78Arlington 58Glen Allen 52Charlottesville 45Roanoke 43Williamsburg 37Tysons Corner 34Norfolk 33Leesburg 32Falls Church 29Harrisonburg 27Ashburn 26Herndon 21Winchester 17Newport News 16Lynchburg 15Tysons 13Chesapeake 12

Questions

How many CFP financial advisors are in Midlothian, VA?

40 SEC-registered investment adviser representatives at firm offices in Midlothian, Virginia list the CFP designation; Cetera Investment Advisers LLC employs the most of them (10).

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 Midlothian?

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.