Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Newport News, VA
Every SEC-registered financial advisor at a firm office in Newport News who lists the Certified Financial Planner designation, A to Z.
The short answer
16 CFP professionals work in Newport News; the most are at Mason & Associates, LLC (5). 8 are also registered broker representatives.
CFP advisors in Newport News, A to Z
Every advisor in Newport News →- Oscar N. AlvarezPathway Financial Planning, Inc. · Certified Financial Planner
- Jacob G. BalesCentaurus Financial, Inc. · Certified Financial Planner
- Thomas F. BlackburnMason & Associates, LLC · Certified Financial Planner, Personal Financial Specialist
- Katherine L. BrownJoss Brown Wealth Advisors · Certified Financial Planner
- Kyle A. EagleMason & Associates, LLC · Certified Financial Planner
- Richard T. HoldenRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Charles F. Jenks Jr.Financial Security Advisory Inc. · Certified Financial Planner, Chartered Financial Consultant
- Weiwei JinAmeriprise Financial Services, LLC · Certified Financial Planner
- Lars E. LassenMagnolia Lane Capital, LLC · Certified Financial Planner
- Ashley M. LavoieLPL Financial LLC · Certified Financial Planner
- Adam G. MarrWells Fargo Clearing Services, LLC · Certified Financial Planner
- John M. MasonMason & Associates, LLC · Certified Financial Planner
- Michael R. MasonMason & Associates, LLC · Certified Financial Planner, Chartered Financial Consultant
- Melvin McFallMorgan Stanley · Certified Financial Planner
- Susan McLeanAmeriprise Financial Services, LLC · Certified Financial Planner
- Benjamin E. RaikesMason & Associates, LLC · Certified Financial Planner
Firms with the most CFP professionals in Newport News
Mason & Associates, LLC 5Ameriprise Financial Services, LLC 2Centaurus Financial, Inc. 1Financial Security Advisory Inc. 1Joss Brown Wealth Advisors 1LPL Financial LLC 1Magnolia Lane Capital, LLC 1Morgan Stanley 1Pathway Financial Planning, Inc. 1Raymond James Financial Services Advisors, Inc. 1Wells Fargo Clearing Services, 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 17Lynchburg 15Tysons 13Chesapeake 12
Questions
How many CFP financial advisors are in Newport News, VA?
16 SEC-registered investment adviser representatives at firm offices in Newport News, Virginia list the CFP designation; Mason & Associates, LLC employs the most of them (5).
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 Newport News?
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.