Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Roanoke, VA
Every SEC-registered financial advisor at a firm office in Roanoke who lists the Certified Financial Planner designation, A to Z.
43 CFP professionals work in Roanoke; the most are at Commonwealth Financial Network (6). 28 are also registered broker representatives.
CFP advisors in Roanoke, A to Z
Every advisor in Roanoke →- Ezra C. AmissAmeriprise Financial Services, LLC · Certified Financial Planner
- James P. BeckettTruist Advisory Services, Inc. · Certified Financial Planner
- Bobby E. BlankenshipCommonwealth Financial Network · Certified Financial Planner
- David N. Bowman Jr.Truist Advisory Services, Inc. · Certified Financial Planner
- John R. BradberryCommonwealth Financial Network · Certified Financial Planner
- Robert E. BrailsfordDavenport & Company LLC · Certified Financial Planner
- Charles W. BrownCary Street Partners · Certified Financial Planner, Chartered Financial Analyst
- Timothy M. ConradStrategic Blueprint, LLC · Certified Financial Planner
- Todd D. DaltonGreenbrier Financial · Certified Financial Planner
- Haden T. Dudley IIIJanney Montgomery Scott LLC · Certified Financial Planner
- John A. EdmundsCommonwealth Financial Network · Certified Financial Planner
- Kate S. FaillaJanney Montgomery Scott LLC · Certified Financial Planner
- Jerry W. Firebaugh Jr.Waynefirebaugh, Inc. · Certified Financial Planner
- Robert B. FryCommonwealth Financial Network · Certified Financial Planner
- Joshua N. GallegosCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
- John GreenWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Connie C. GuelichGuelich Capital Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Ian A. HamreMercer Global Advisors Inc. · Certified Financial Planner, Chartered Financial Analyst
- Benjamin HarrisonEdward Jones · Certified Financial Planner
- Harry B. HartmanEdward Jones · Certified Financial Planner
- Denise L. HeimelInvestment Management Corporation · Certified Financial Planner
- Ryland H. Hubbard Jr.Morgan Stanley · Certified Financial Planner
- Maynard L. Keller Jr.American Financial Planning, Inc. · Certified Financial Planner
- Barrett KempRBC Capital Markets, LLC · Certified Financial Planner
- Brandon M. LacroixJanney Montgomery Scott LLC · Certified Financial Planner
- Cassandra C. LaymonBeacon Wealth Consultants, Inc. · Certified Financial Planner
- Richard S. Laymon Jr.Beacon Wealth Consultants, Inc. · Certified Financial Planner
- Jon A. MatlockAmerican Financial Planning, Inc. · Certified Financial Planner
- Creg F. MatthewsWells Fargo Clearing Services, LLC · Certified Financial Planner
- Weston S. MeyersEquitable Advisors, LLC · Certified Financial Planner
- David W. Moore IIEquitable Advisors, LLC · Certified Financial Planner
- Michael S. PendletonEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Adam Z. PetersCommonwealth Financial Network · Certified Financial Planner
- Brownie PollyWells Fargo Clearing Services, LLC · Certified Financial Planner
- John A. RegisterLPL Financial LLC · Certified Financial Planner
- Timothy C. ShankGeneos Wealth Management, Inc. · Certified Financial Planner
- Benjamin W. ShraderPeakvalley Wealth, LLC · Certified Financial Planner
- Michael D. SobiloLPL Enterprise, LLC · Certified Financial Planner
- Justin T. StoneGeneos Wealth Management, Inc. · Certified Financial Planner, Chartered Financial Consultant
- John S. TaylorTaylor Financial Group, Inc. · Certified Financial Planner
- Marvin W. TaylorTaylor Financial Group, Inc. · Certified Financial Planner
- Christopher E. ThomasTruist Advisory Services, Inc. · Certified Financial Planner
- Kathleen W. TillmanEquity Services, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Roanoke
Commonwealth Financial Network 6Edward Jones 3Janney Montgomery Scott LLC 3Truist Advisory Services, Inc. 3American Financial Planning, Inc. 2Beacon Wealth Consultants, Inc. 2Equitable Advisors, LLC 2Geneos Wealth Management, Inc. 2Taylor Financial Group, Inc. 2Wells Fargo Clearing Services, LLC 2Ameriprise Financial Services, LLC 1Cary Street Partners 1Davenport & Company LLC 1Equity Services, Inc. 1Greenbrier Financial 1
CFP advisors in other Virginia cities
All of Virginia →Richmond 202McLean 169Reston 114Virginia Beach 102Vienna 96Alexandria 78Fairfax 78Arlington 58Glen Allen 52Charlottesville 45Midlothian 40Williamsburg 37Tysons Corner 34Norfolk 33Leesburg 32Falls Church 29Harrisonburg 27Ashburn 26Herndon 21Winchester 17Newport News 16Lynchburg 15Tysons 13Chesapeake 12
Questions
How many CFP financial advisors are in Roanoke, VA?
43 SEC-registered investment adviser representatives at firm offices in Roanoke, Virginia list the CFP designation; Commonwealth Financial Network employs the most of them (6).
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 Roanoke?
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.