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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Virginia Beach, VA

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

102 CFP professionals work in Virginia Beach; the most are at Raymond James Financial Services Advisors, Inc. (9). 73 are also registered broker representatives.

CFP advisors in Virginia Beach, A to Z

Every advisor in Virginia Beach →
  • David W. AbbottStrategic Advisers LLC · Certified Financial Planner
  • Neeraj AgarwalCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Tami L. AloisaLtplanners · Certified Financial Planner
  • Scott N. AlperinAlperin Financial Solutions, LLC · Certified Financial Planner
  • Tejas K. BartakkeStrategic Advisers LLC · Certified Financial Planner
  • Gayle E. BlachuraRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Michael T. BrooksRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Analyst
  • Joseph D. BrownApforia · Certified Financial Planner
  • Nicole N. Brown-GriffinUnited Planners' Financial Services Of America A Limited Partner · Certified Financial Planner
  • David CalliottDavenport & Company LLC · Certified Financial Planner
  • Devon S. ChandlerAmeriprise Financial Services, LLC · Certified Financial Planner
  • David K. ChristiansonLPL Financial LLC · Certified Financial Planner
  • Daniel S. CookCook Financial Designs, Inc. · Certified Financial Planner
  • Roger E. Crook Jr.Altura Wealth Advisors · Certified Financial Planner, Chartered Financial Consultant
  • Charles F. CulverMartello Retirement And Wealth, LLC · Certified Financial Planner
  • Jay G. DemeterDavenport & Company LLC · Certified Financial Planner
  • James F. DiersenDavenport & Company LLC · Certified Financial Planner
  • Mary S. DillonFinancial Security Advisory Inc. · Certified Financial Planner
  • Kenneth D. DonovanAmeriprise Financial Services, LLC · Certified Financial Planner
  • Allison K. DubreuilHaven Financial Partners LLC · Certified Financial Planner
  • Colin DucharmeTruist Advisory Services, Inc. · Certified Financial Planner, Chartered Financial Analyst
  • William L. Dudley IIIMML Investors Services, LLC · Certified Financial Planner
  • James M. EdwardsRaymond James & Associates, Inc. · Certified Financial Planner
  • Kelly T. FrohsinRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Robert J. FultonCompton Wealth Advisory Group, LLC · Certified Financial Planner
  • Austin W. GanthnerFinancial Security Advisory Inc. · Certified Financial Planner
  • Amy M. GoldEmpower Advisory Group, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Drew C. HanessianAlperin Financial Solutions, LLC · Certified Financial Planner
  • Donald HannahsOsaic Wealth, Inc. · Certified Financial Planner
  • Byron Z. HarrellDavenport & Company LLC · Certified Financial Planner
  • Benjamin N. HawkinsWealthtrak Advisors · Certified Financial Planner
  • Cody W. HawkinsPeacelink Financial Planning · Certified Financial Planner
  • April L. HaydenChoreo, LLC · Certified Financial Planner
  • Randolph B. Henderson, IIIHarborpoint Wealth Partners · Certified Financial Planner, Chartered Financial Consultant
  • Ian A. HolderCary Street Partners · Certified Financial Planner
  • Christopher L. HolladayRaymond James & Associates, Inc. · Certified Financial Planner
  • Andrew H. HookHook Financial Services, LLC · Certified Financial Planner
  • Michael HunsbergerApforia · Certified Financial Planner, Chartered Financial Consultant
  • Don B. IaconoOsaic Wealth, Inc. · Certified Financial Planner
  • Megan KellyCreative Planning · Certified Financial Planner
  • Sae C. KimRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Walter A. KingOsaic Wealth, Inc. · Certified Financial Planner
  • Karl E. KlingerLPL Financial LLC · Certified Financial Planner
  • Kelly J. KrauseJjsa Advisors, Ltd. · Certified Financial Planner
  • Stacy L. LongLasalle St. Investment Advisors, L.L.C. · Certified Financial Planner
  • Joanne M. MaguireWells Fargo Clearing Services, LLC · Certified Financial Planner
  • Clinton J. MannValic Financial Advisors, Inc. · Certified Financial Planner
  • Scott MathesonAmeriprise Financial Services, LLC · Certified Financial Planner
  • Rickey P. MayoRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Thomas J. MayoOsaic Wealth, Inc. · Certified Financial Planner
  • Brittany A. McCormickFinancial Security Advisory Inc. · Certified Financial Planner
  • Mary E. McKennaOppenheimer & Co. Inc. · Certified Financial Planner
  • Morris L. McKinneyWealth Planning, Inc. · Certified Financial Planner
  • Karen E. McNabbLPL Financial LLC · Certified Financial Planner
  • Robert A. MesserForefront Asset Management, LLC · Certified Financial Planner
  • William G. MillerRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Leslie A. MorganMML Investors Services, LLC · Certified Financial Planner
  • James MortonCary Street Partners · Certified Financial Planner
  • Michael J. Moss Jr.The Ascent Group, LLC · Certified Financial Planner
  • Colby K. MurphyTruist Advisory Services, Inc. · Certified Financial Planner
  • Tyler E. NeeseFinancial Security Advisory Inc. · Certified Financial Planner
  • Zackary NelsonFirst Command Advisory Services · Certified Financial Planner
  • Angelica L. OlivierFinancial Security Advisory Inc. · Certified Financial Planner
  • John T. OrlandoFinancial Security Advisory Inc. · Certified Financial Planner
  • Mario J. PapaDavenport & Company LLC · Certified Financial Planner
  • Clarke M. PayneTruist Advisory Services, Inc. · Certified Financial Planner
  • Cheri D. PostonGratus Wealth Advisors LLC · Certified Financial Planner
  • Jeffrey R. PowellNavy Federal Investment Services, LLC · Certified Financial Planner
  • James T. RamsayStrategic Advisers LLC · Certified Financial Planner
  • Cline E. ReasorGratus Wealth Advisors LLC · Certified Financial Planner
  • James C. ReeseAmeriprise Financial Services, LLC · Certified Financial Planner
  • Adam T. Rex Sr.Cambridge Investment Research Advisors, Inc. · Certified Financial Planner
  • Bryan B. RexCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Renee L. RickrodeEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Ryan E. RiggsMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • James S. RitterAmeriprise Financial Services, LLC · Certified Financial Planner
  • Ian J. RiveroPower Wealth Management · Certified Financial Planner
  • Linda V. RogersPlanning Within Reach, LLC · Certified Financial Planner
  • Adrienne G. RossApforia · Certified Financial Planner, Chartered Financial Consultant
  • Scott R. SaalVirginia Wealth Management Group, Inc. · Certified Financial Planner
  • Edward J. Sallee Jr.Bay Capital Advisors, LLC · Certified Financial Planner
  • Jeffrey C. SettleOsaic Wealth, Inc. · Certified Financial Planner
  • Gary K. ShepherdOsaic Wealth, Inc. · Certified Financial Planner
  • Lee M. SherlockWells Fargo Clearing Services, LLC · Certified Financial Planner
  • Brett J. StaffordCharles Schwab & Co., Inc. · Certified Financial Planner
  • Adam M. SteinerCambridge Investment Research Advisors, Inc. · Certified Financial Planner
  • Lori A. TamayoGratus Wealth Advisors LLC · Certified Financial Planner
  • Susan E. TaylorCetera Investment Advisers LLC · Certified Financial Planner
  • Patrick TedescoLPL Financial LLC · Certified Financial Planner
  • Frank D. TehelOctober Effect Ltd. · Certified Financial Planner
  • Karrie A. ThomasNautilus Financial Group, Inc. · Certified Financial Planner
  • Lieren M. TimeusThe Ascent Group, LLC · Certified Financial Planner
  • Michael A. TravisLPL Financial LLC · Certified Financial Planner
  • Nirali R. TrovatoRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • April D. Waff-ManoRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Roy E. WeisertWeisert Investment Services, Inc. · Certified Financial Planner
  • Christopher J. WestermanLPL Financial LLC · Certified Financial Planner
  • John W. WilliamsonLPL Financial LLC · Certified Financial Planner
  • Michael D. WillsWells Fargo Clearing Services, LLC · Certified Financial Planner
  • Robert Y. YehAmeriprise Financial Services, LLC · Certified Financial Planner
  • Gregory M. YoungApforia · Certified Financial Planner, Chartered Financial Consultant
  • Gary L. ZauggRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant

Firms with the most CFP professionals in Virginia Beach

Raymond James Financial Services Advisors, Inc. 9LPL Financial LLC 7Ameriprise Financial Services, LLC 6Financial Security Advisory Inc. 6Osaic Wealth, Inc. 6Davenport & Company LLC 5Apforia 4Cambridge Investment Research Advisors, Inc. 4Gratus Wealth Advisors LLC 3MML Investors Services, LLC 3Strategic Advisers LLC 3Truist Advisory Services, Inc. 3Wells Fargo Clearing Services, LLC 3Alperin Financial Solutions, LLC 2Cary Street Partners 2

CFP advisors in other Virginia cities

All of Virginia →

Richmond 202McLean 169Reston 114Vienna 96Alexandria 78Fairfax 78Arlington 58Glen Allen 52Charlottesville 45Roanoke 43Midlothian 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 Virginia Beach, VA?

102 SEC-registered investment adviser representatives at firm offices in Virginia Beach, Virginia list the CFP designation; Raymond James Financial Services Advisors, Inc. employs the most of them (9).

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 Virginia Beach?

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.