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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Springfield, VA

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

4 CFP professionals work in Springfield; the most are at Wealthcrest Financial Services, LLC (2). 4 are also registered broker representatives.

CFP advisors in Springfield, A to Z

Every advisor in Springfield →
  • Patrick B. BeagleWealthcrest Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Blair G. EgeWells Fargo Clearing Services, LLC · Certified Financial Planner
  • Chris H. PalmerEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Russell G. RobertsonWealthcrest Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most CFP professionals in Springfield

Wealthcrest Financial Services, LLC 2Edward Jones 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 17Newport News 16Lynchburg 15Tysons 13

Questions

How many CFP financial advisors are in Springfield, VA?

4 SEC-registered investment adviser representatives at firm offices in Springfield, Virginia list the CFP designation; Wealthcrest Financial Services, LLC employs the most of them (2).

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 Springfield?

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.