Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Winchester, VA
Every SEC-registered financial advisor at a firm office in Winchester who lists the Certified Financial Planner designation, A to Z.
17 CFP professionals work in Winchester; the most are at Buttonwood Wealth (3). 11 are also registered broker representatives.
CFP advisors in Winchester, A to Z
Every advisor in Winchester →- Joshua L. AlfordFirst Citizens Investor Services, Inc. · Certified Financial Planner
- Stuart B. AllenPlanmember Securities Corporation · Certified Financial Planner
- Megan E. BranchD.A. Davidson & Co. · Certified Financial Planner
- Darren L. ColananniLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Julia M. ConnellUnited Capital Financial Advisors · Certified Financial Planner
- Blaine P. DunnDunn Financial Advisors, LLC · Certified Financial Planner
- Evan G. GarfolaEdward Jones · Certified Financial Planner
- Jeffrey A. HahnButtonwood Wealth · Certified Financial Planner
- Susan W. KageyAmeriprise Financial Services, LLC · Certified Financial Planner
- Paul S. MagnessWells Fargo Clearing Services, LLC · Certified Financial Planner
- Christopher J. MerchantCommonwealth Financial Network · Certified Financial Planner
- Gregory A. MichaelWells Fargo Clearing Services, LLC · Certified Financial Planner
- Jeremy D. NicholsButtonwood Wealth · Certified Financial Planner
- Ryan C. OatesWealthcare Advisory Partners LLC · Certified Financial Planner
- Steven G. PuglieseButtonwood Wealth · Certified Financial Planner
- Thomas E. StineWealthcare Advisory Partners LLC · Certified Financial Planner
- Joshua WilliamsUnited Capital Financial Advisors · Certified Financial Planner
Firms with the most CFP professionals in Winchester
Buttonwood Wealth 3United Capital Financial Advisors 2Wealthcare Advisory Partners LLC 2Wells Fargo Clearing Services, LLC 2Ameriprise Financial Services, LLC 1Commonwealth Financial Network 1D.A. Davidson & Co. 1Dunn Financial Advisors, LLC 1Edward Jones 1First Citizens Investor Services, Inc. 1LPL Financial LLC 1Planmember Securities Corporation 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 21Newport News 16Lynchburg 15Tysons 13Chesapeake 12
Questions
How many CFP financial advisors are in Winchester, VA?
17 SEC-registered investment adviser representatives at firm offices in Winchester, Virginia list the CFP designation; Buttonwood Wealth employs the most of them (3).
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 Winchester?
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.