Financial advisors in Crofton, MD

29 match

Allison Brown
Financial advisor at Brightpath Wealth Advisors LLC
Brightpath Wealth Advisors LLC · $69.6M AUM
CFP®VerifiedFinancial planning
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David Hart
Financial advisor at Great Valley Advisor Group, LLC
Great Valley Advisor Group, LLC · $10.6B AUM
CFP®VerifiedFinancial planning
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Jonathan Gimperling
Financial advisor at Kcd Financial, Inc.
Kcd Financial, Inc. · $202.1M AUM
CFP®VerifiedFinancial planning
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Stephen Perreault
Financial advisor at Independent Financial Group, LLC
Independent Financial Group, LLC · $12.93B AUM
CFP®VerifiedFinancial planning
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Steven Russell
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Thomas Desiderio
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B AUM
CFP®VerifiedFinancial planning
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Adina Lavoie
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Aiden Mowry
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Alex Digirolamo
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Angela Miller
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Anthony Johnson
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Brooke Smith
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Catherine Russell
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Conor Porter
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Daniel Johnson
Financial advisor at Emerson James Advisors LLC
Emerson James Advisors LLC · $10.1M AUM
VerifiedFinancial planning
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David Donnelly
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
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Ethan Wittner
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
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Gary Adlington
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
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Jennifer Jones
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Katrina Hawkins
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Linnette Quick
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Matthew Pepe
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
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Michael Sughroue
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Patrick Rosko
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Penny Smith
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Samuel Emery
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
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Thomas Digirolamo
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
View page Check on SEC IAPD ↗
Tomolyn Harris
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
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William Compere
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Crofton, MD

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Crofton, MD.

How this list works

Before you hire an advisor in Crofton, MD