Search for: "CFP GROUP, INC."
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17 May 2023, 12:30 pm
CFP Board Announces Imposed Sanctions on 22 Certified Financial Planners The CFP Board refers to the Certified Financial Planner Board of Standards, Inc. [read post]
27 Sep 2023, 12:45 pm
CFP Board Discloses Sanctions on Certified Financial Planners The Certified Financial Planner Board of Standards, Inc. [read post]
23 Nov 2015, 3:10 pm
Brotman Financial Group Inc., a financial services firm whose professionals offer wealth management, announced that Kathleen Benjamin, CFP, CPA is the firm’s new equity partner and principal. [read post]
8 Sep 2022, 12:47 pm
CFP Reportedly Orders Revocation to Mark Trewitt, Delta Investment Management, for Rules Violations Certified Financial Planner Board of Standards, Inc. [read post]
9 Sep 2022, 8:12 am
In July 2022, CFP Board barred Whited from the CFP® certification marks after he allegedly failed to comply with CFP Board’s Interim Suspension Order. [read post]
27 Jan 2023, 11:54 am
Adam Freeland, CFP, managing principal of Harford Financial Group, and Melissa Mullan, CFP, investment adviser representative, were named to the inaugural Circle of Excellence by the organization’s financial solutions firm, Cambridge Investment Research Inc. [read post]
8 Sep 2022, 12:42 pm
The post CFP Board Reportedly Sanctions Advisor Christopher Turean for Misrepresentation appeared first on The White Law Group. [read post]
13 Apr 2017, 7:52 am
Certified Financial Planner Board of Standards, Inc. [read post]
18 Jan 2018, 12:47 pm
Lena Nebel, CFP, MSFS has joined the advisory team of financial services firm Brotman Financial Group Inc. [read post]
30 Apr 2018, 3:34 pm
Brotman Financial Group Inc., a financial services firm offering wealth management services to multi-generational families, announced Jaclyn Dunn, CFP, MBA has joined the firm as an associate adviser. [read post]
20 Apr 2010, 8:44 am
A March 8, 2010 article in Investment News states that the Certified Financial Planners Board of Standards Inc. [read post]
13 Apr 2017, 10:27 am
Certified Financial Planner Board of Standards, Inc. [read post]
7 Jan 2016, 8:23 am
Brotman Financial Group Inc., a financial services firm whose professionals offer wealth management services to multi-generational families, announced that Kevin Appler, CFP has joined the firm as an associate adviser. [read post]
28 Oct 2020, 6:19 am
The post CFP Board Disciplinary Action: Investigation and Inquiries appeared first on The White Law Group. [read post]
26 Jan 2021, 5:11 pm
Adam Freeland, CFP, owner and OSJ branch manager of Harford Financial Group, and Melissa Mullan, RICP, and a registered principal at the firm, have been invited to join Cambridge Investment Research Inc. [read post]
13 Apr 2017, 9:24 am
CFP Board’s Complaint alleged, among other things, that Eric Kuchel was the subject of a Default Decision from the Financial Industry Regulatory Authority, Inc. [read post]
29 May 2015, 12:42 pm
Brotman Financial Group, Inc., a financial services firm in Lutherville-Timonium, announced that Eric Brotman, CFP, AEP, MSFS, the firm’s president and managing principal, has earned the Retirement Income Certified Professional professional designation from The American College in Bryn Mawr, Pa. [read post]
13 Apr 2017, 11:05 am
Certified Financial Planner Board of Standards, Inc. [read post]
27 Sep 2023, 7:30 am
CFP Board Discloses CFP Planner Bankruptcies The Certified Financial Planner Board of Standards, Inc. [read post]
26 Jun 2020, 9:11 am
The Commission further alleged that the Financial Industry Regulatory Authority, Inc. [read post]
