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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Martinsburg, WV

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

The short answer

5 CFP professionals work in Martinsburg; the most are at Founders Financial Securities LLC (2). 5 are also registered broker representatives.

CFP advisors in Martinsburg, A to Z

Every advisor in Martinsburg →

Firms with the most CFP professionals in Martinsburg

Founders Financial Securities LLC 2Ameriprise Financial Services, LLC 1Edward Jones 1LPL Financial LLC 1

CFP advisors in other West Virginia cities

All of West Virginia →

Wheeling 18Charleston 7Morgantown 6Shepherdstown 5Vienna 5Elkins 3Huntington 3Hurricane 3

Questions

How many CFP financial advisors are in Martinsburg, WV?

5 SEC-registered investment adviser representatives at firm offices in Martinsburg, West Virginia list the CFP designation; Founders Financial Securities 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 Martinsburg?

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.