Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Oakton, VA
Every SEC-registered financial advisor at a firm office in Oakton who lists the Certified Financial Planner designation, A to Z.
5 CFP professionals work in Oakton; the most are at Allridge Wealth Management, Inc. (1). 2 are also registered broker representatives.
CFP advisors in Oakton, A to Z
Every advisor in Oakton →- Richard A. AllridgeAllridge Wealth Management, Inc. · Certified Financial Planner
- Kelly C. BarrowCedar Grove Financial Planning, LLC · Certified Financial Planner
- Edwin W. Knowles Jr.The Knowles Company, LLC · Certified Financial Planner
- John F. Utley Jr.Steward Partners Investment Advisory, LLC · Certified Financial Planner
- Gary K. WongEdward Jones · Certified Financial Planner
Firms with the most CFP professionals in Oakton
Allridge Wealth Management, Inc. 1Cedar Grove Financial Planning, LLC 1Edward Jones 1Steward Partners Investment Advisory, LLC 1The Knowles Company, 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 16Lynchburg 15Tysons 13
Questions
How many CFP financial advisors are in Oakton, VA?
5 SEC-registered investment adviser representatives at firm offices in Oakton, Virginia list the CFP designation; Allridge Wealth Management, Inc. employs the most of them (1).
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 Oakton?
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.