Financial advisors in Cumberland, MD

31 advisors · page 1 of 2

Adam Mabee
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Brian Kelly
Financial advisor at &Partners
&Partners · $30.27B AUM
CFP®VerifiedFinancial planning
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Christopher Mathews
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Kristina Dunn
Financial advisor at Prospera Financial Services, Inc.
Prospera Financial Services, Inc. · $14.39B AUM
CFP®VerifiedFinancial planning
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Patsy Stullenbarger
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Robin Foreman
Financial advisor at Prospera Financial Services, Inc.
Prospera Financial Services, Inc. · $14.39B AUM
CFP®VerifiedFinancial planning
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Amy Snyder
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
VerifiedFinancial planning
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Brad Hindman
Financial advisor at &Partners
&Partners · $30.27B AUM
VerifiedFinancial planning
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Brandon Combs
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Christina Crites
Financial advisor at &Partners
&Partners · $30.27B AUM
VerifiedFinancial planning
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Christopher Blank
Financial advisor at Cbiz Investment Advisory Services, LLC
Cbiz Investment Advisory Services, LLC · $12.76B AUM
VerifiedFinancial planning
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David Turnbull
Financial advisor at Dwt Financial Services
Dwt Financial Services
Verified
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Gary Lindner
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Gregory Mabee
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Heather Clark
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
VerifiedFinancial planning
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Jason Burkett
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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John Delaney
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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John Persons
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Joshua Broadwater
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Julie McBee
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Krystal Stair
Financial advisor at Cbiz Investment Advisory Services, LLC
Cbiz Investment Advisory Services, LLC · $12.76B AUM
VerifiedFinancial planning
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Larry Boggs
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Matthew Felten
Financial advisor at Cbiz Investment Advisory Services, LLC
Cbiz Investment Advisory Services, LLC · $12.76B AUM
VerifiedFinancial planning
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Mirjhana Buck
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Molly Beeman
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Patrick Cunningham
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Richard Harshman
Financial advisor at Cbiz Investment Advisory Services, LLC
Cbiz Investment Advisory Services, LLC · $12.76B AUM
VerifiedFinancial planning
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Rodney Barker
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Shannon Seaders
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
VerifiedFinancial planning
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Sy Farris
Financial advisor at Cbiz Investment Advisory Services, LLC
Cbiz Investment Advisory Services, LLC · $12.76B AUM
VerifiedFinancial planning
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 Cumberland, 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 Cumberland, MD.

How this list works

Before you hire an advisor in Cumberland, MD