Financial advisors in Rockville, MD

100 match · page 2 of 4

Glen Buco
Financial advisor at West Financial Services, Inc.
West Financial Services, Inc. · $2.84B AUM
CFP®VerifiedFinancial planning
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James Battle
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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James Garner
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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James Joseph
Financial advisor at Fsa Wealth Partners
Fsa Wealth Partners · $819.7M AUM
CFP®VerifiedFinancial planning
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James Walker
Financial advisor at Kendall Capital Management
Kendall Capital Management · $743.9M AUM
CFP®VerifiedFinancial planning
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Jamie Lapin
Financial advisor at Rmg Advisors
Rmg Advisors · $200.5M AUM
CFP®VerifiedFinancial planning
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Jason Cohen
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Jason Silverberg
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Jennifer Meyer
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
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Jennifer Smith
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Jeri Glazer
Financial advisor at Ip Financial Advisory Services LLC
Ip Financial Advisory Services LLC · $481.4M AUM
CFP®VerifiedFinancial planning
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John Flynn
Financial advisor at Alphacore Capital LLC
Alphacore Capital LLC · $12.96B AUM
CFP®VerifiedFinancial planning
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John Miller
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
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John Oettinger
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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John Orem
Financial advisor at Apollon Wealth Management, LLC
Apollon Wealth Management, LLC · $11.56B AUM
CFP®VerifiedFinancial planning
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John Peterson
Financial advisor at Cwm Financial Group, Inc.
Cwm Financial Group, Inc. · $94.7M AUM
CFP®VerifiedFinancial planning
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John Reutemann
Financial advisor at Research Financial Strategies
Research Financial Strategies · $251.6M AUM
CFP®VerifiedFinancial planning
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Jordan Kraus
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Jordan McFarland
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
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Joseph Jacques
Financial advisor at Jacques Advisors, LLC
Jacques Advisors, LLC · $88.6M AUM
CFP®VerifiedFinancial planning
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Joseph McCarthy
Financial advisor at Mercer Global Advisors Inc.
Mercer Global Advisors Inc. · $84.4B AUM
CFP®VerifiedFinancial planning
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Joshua Charles
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joshua Halpern
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kaitlin Yardley
Financial advisor at Schaeffer Financial LLC
Schaeffer Financial LLC · $257.7M AUM
CFP®VerifiedFinancial planning
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Karen Holmes
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Karen Schaeffer
Financial advisor at Schaeffer Financial LLC
Schaeffer Financial LLC · $257.7M AUM
CFP®VerifiedFinancial planning
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Katarzyna Kusmierz
Financial advisor at Millennium Financial Services LLP
Millennium Financial Services LLP · $22.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Katelyn Murray
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kevin Haddon
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kimberly Basenback
Financial advisor at Fsa Wealth Partners
Fsa Wealth Partners · $819.7M AUM
CFP®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 Rockville, 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 Rockville, MD.

How this list works

Before you hire an advisor in Rockville, MD