Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Norfolk, VA
Every SEC-registered financial advisor at a firm office in Norfolk who lists the Certified Financial Planner designation, A to Z.
33 CFP professionals work in Norfolk; the most are at Davenport & Company LLC (4). 15 are also registered broker representatives.
CFP advisors in Norfolk, A to Z
Every advisor in Norfolk →- Jennifer S. AndersRaymond James & Associates, Inc. · Certified Financial Planner
- Julia C. BeckDavenport & Company LLC · Certified Financial Planner
- Amy C. BerryFocus Partners Wealth, LLC · Certified Financial Planner
- Stephen J. BoweryClearstead; Clearstead Advisory Solutions · Certified Financial Planner, Chartered Financial Analyst
- Michael B. BroadhurstHeritage Wealth Management Group, Ltd. · Certified Financial Planner
- Ryan L. CobbDavenport & Company LLC · Certified Financial Planner
- Ralph M. CourageCourage Miller Partners, LLC · Certified Financial Planner
- Kim M. CyrWells Fargo Clearing Services, LLC · Certified Financial Planner
- Cheryl A. FurlongFocus Partners Wealth, LLC · Certified Financial Planner, Personal Financial Specialist
- Bert B. Henderson IVTruist Advisory Services, Inc. · Certified Financial Planner
- Reed R. HurtBrown Advisory · Certified Financial Planner
- Kerke A. JohnsonWells Fargo Clearing Services, LLC · Certified Financial Planner
- Arie J. KorvingCourage Korving Miller Partners, LLC · Certified Financial Planner
- Jean B. LoganBrown Advisory · Certified Financial Planner
- Scott M. McCluneyClearstead; Clearstead Advisory Solutions · Certified Financial Planner
- Walter R. McDaniel Jr.LPL Financial LLC · Certified Financial Planner
- Kimberley L. McMillanDavenport & Company LLC · Certified Financial Planner
- Steven M. MilliganAdvisory Alpha, LLC · Certified Financial Planner
- James A. Mills Jr.Truist Advisory Services, Inc. · Certified Financial Planner
- Brandon N. MowfyWells Fargo Clearing Services, LLC · Certified Financial Planner
- Alisha R. MuroniFirst Command Advisory Services · Certified Financial Planner
- Caroline W. PaceClearstead; Clearstead Advisory Solutions · Certified Financial Planner
- Walker W. PhillipsCerity Partners Retirement Plan Consultants · Certified Financial Planner
- Rankin T. Ring IIIFocus Partners Wealth, LLC · Certified Financial Planner
- Dimitrios V. RoumeliotisDavenport & Company LLC · Certified Financial Planner
- Gregory F. SmithAmeriprise Financial Services, LLC · Certified Financial Planner
- William K. SmithWealthway Financial Advisors · Certified Financial Planner
- Zachary N. TekampHeritage Wealth Management Group, Ltd. · Certified Financial Planner
- Brandon S. TerkeltaubFocus Partners Wealth, LLC · Certified Financial Planner, Chartered Financial Consultant
- Mary E. TomlinTomlin Financial Advisors, Inc. · Certified Financial Planner
- John D. WiedmaierCommonwealth Financial Network · Certified Financial Planner
- Richard J. WilcoxOsaic Institutions, Inc. · Certified Financial Planner
- Kevin J. ZywnaWealthway Financial Advisors · Certified Financial Planner
Firms with the most CFP professionals in Norfolk
Davenport & Company LLC 4Focus Partners Wealth, LLC 4Clearstead; Clearstead Advisory Solutions 3Wells Fargo Clearing Services, LLC 3Brown Advisory 2Courage Korving Miller Partners, LLC 2Heritage Wealth Management Group, Ltd. 2Truist Advisory Services, Inc. 2Wealthway Financial Advisors 2Advisory Alpha, LLC 1Ameriprise Financial Services, LLC 1Cerity Partners Retirement Plan Consultants 1Commonwealth Financial Network 1Courage Miller Partners, LLC 1First Command Advisory Services 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 34Leesburg 32Falls Church 29Harrisonburg 27Ashburn 26Herndon 21Winchester 17Newport News 16Lynchburg 15Tysons 13Chesapeake 12
Questions
How many CFP financial advisors are in Norfolk, VA?
33 SEC-registered investment adviser representatives at firm offices in Norfolk, Virginia list the CFP designation; Davenport & Company LLC employs the most of them (4).
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 Norfolk?
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.