Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Williamsburg, VA
Every SEC-registered financial advisor at a firm office in Williamsburg who lists the Certified Financial Planner designation, A to Z.
37 CFP professionals work in Williamsburg; the most are at Commonwealth Financial Network (4). 23 are also registered broker representatives.
CFP advisors in Williamsburg, A to Z
Every advisor in Williamsburg →- David C. AndersonDavenport & Company LLC · Certified Financial Planner
- William B. BarnesWells Fargo Clearing Services, LLC · Certified Financial Planner
- Shelly H. BradenApella Wealth · Certified Financial Planner
- Benjamin D. BryanCommonwealth Financial Network · Certified Financial Planner
- Michael R. CoirinFoundations Financial Planning, LLC · Certified Financial Planner
- Jeffrey P. DominguezDominguez Wealth Management Solutions, Inc. · Certified Financial Planner
- Emily E. FiscellaDavenport & Company LLC · Certified Financial Planner
- Will P. GibsonBay Rivers Group Wealth Partners · Certified Financial Planner, Chartered Financial Analyst
- Kailen E. Gildersleeve DentonMorgan Stanley · Certified Financial Planner
- Stephanie M. GoodrichOsaic Wealth, Inc. · Certified Financial Planner
- Peter H. GoreLevel Four Advisory Services · Certified Financial Planner, Chartered Financial Analyst
- Roy B. HargroveWells Fargo Clearing Services, LLC · Certified Financial Planner
- Michael S. HarrisBlue Rock Financial Services, Inc. · Certified Financial Planner
- David W. HomardWin Advisors, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Stuart F. HonenbergerCommonwealth Financial Network · Certified Financial Planner
- Daniel D. JossJoss Brown Wealth Advisors · Certified Financial Planner
- Deven K. JossJoss Brown Wealth Advisors · Certified Financial Planner
- Robert U. KohnTenzing Financial LLC · Certified Financial Planner
- Bruce A. LemleyBay Rivers Group Wealth Partners · Certified Financial Planner
- Charles P. LucyWaterloo Capital · Certified Financial Planner
- David G. McKnightUltimate Retirement Products, Inc. · Certified Financial Planner
- Joseph W. MontgomeryWells Fargo Clearing Services, LLC · Certified Financial Planner
- Matthew J. MorganCommonwealth Financial Network · Certified Financial Planner
- Walter S. MowryRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Harold H. PhilipsenTenzing Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Thomas J. PtachickDavenport & Company LLC · Certified Financial Planner
- Michelle A. RobinsonJoss Brown Wealth Advisors · Certified Financial Planner
- Noah ScruggsAmeriprise Financial Services, LLC · Certified Financial Planner
- Michael SigmonCommonwealth Financial Network · Certified Financial Planner
- Stephen E. SigmonLPL Financial LLC · Certified Financial Planner
- Antonija P. SimpsonEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Bradley J. StewartWells Fargo Clearing Services, LLC · Certified Financial Planner
- Robin L. TugwellMissionsquare Wealth Management · Certified Financial Planner
- Glenn F. VerityLevel Four Advisory Services · Certified Financial Planner
- Thomas F. VitalettiRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Robert E. Wilson Jr.LPL Financial LLC · Certified Financial Planner
- Dennis S. WiltMorgan Stanley · Certified Financial Planner
Firms with the most CFP professionals in Williamsburg
Commonwealth Financial Network 4Wells Fargo Clearing Services, LLC 4Bay Rivers Group Wealth Partners 3Davenport & Company LLC 3Joss Brown Wealth Advisors 3LPL Financial LLC 2Level Four Advisory Services 2Morgan Stanley 2Raymond James Financial Services Advisors, Inc. 2Tenzing Financial LLC 2Ameriprise Financial Services, LLC 1Apella Wealth 1Blue Rock Financial Services, Inc. 1Dominguez Wealth Management Solutions, Inc. 1Edward Jones 1
CFP advisors in other Virginia cities
All of Virginia →Richmond 202McLean 169Reston 114Virginia Beach 102Vienna 96Alexandria 78Fairfax 78Arlington 58Glen Allen 52Charlottesville 45Roanoke 43Midlothian 40Tysons Corner 34Norfolk 33Leesburg 32Falls Church 29Harrisonburg 27Ashburn 26Herndon 21Winchester 17Newport News 16Lynchburg 15Tysons 13Chesapeake 12
Questions
How many CFP financial advisors are in Williamsburg, VA?
37 SEC-registered investment adviser representatives at firm offices in Williamsburg, Virginia list the CFP designation; Commonwealth Financial Network 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 Williamsburg?
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.