Financial ADVSR advisor directory · SEC adviser records
American Financial Planning, Inc. financial advisors
Every SEC-registered investment adviser representative at American Financial Planning, Inc., by the state and city of the office they work from.
The short answer
4 registered advisors work at American Financial Planning, Inc., in 1 state and 2 cities; the most are in Roanoke, VA (3). 2 list the CFP designation and 0 are also registered broker representatives.
Search every American Financial Planning, Inc. advisor by name →Who joined and left American Financial Planning, Inc. →
Cities with the most American Financial Planning, Inc. advisors
American Financial Planning, Inc. advisors by state
Questions
How many financial advisors does American Financial Planning, Inc. have?
4 investment adviser representatives are registered with American Financial Planning, Inc., according to the SEC's Investment Adviser Public Disclosure records, in 1 state and 2 cities. 2 list the CFP designation and 0 are also registered as broker representatives.
Where does American Financial Planning, Inc. have the most advisors?
Roanoke, VA, with 3 registered advisors, then Yorktown, VA (1). By state, Virginia has the most, with 4.
How do I find a American Financial Planning, Inc. financial advisor near me?
Pick your state below, then your city, to see every American Financial Planning, Inc. advisor registered at an office there. Each one 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, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at American Financial Planning, Inc. offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →