Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Birmingham, AL
Every SEC-registered financial advisor at a firm office in Birmingham who lists the Certified Financial Planner designation, A to Z.
208 CFP professionals work in Birmingham; the most are at Waverly Advisors, LLC (32). 75 are also registered broker representatives.
CFP advisors in Birmingham, A to Z
Every advisor in Birmingham →- Stephen T. AgricolaStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Charles Thomas Alvey IIIOneascent Financial Services LLC · Certified Financial Planner
- Joseph E. AnthonyLPL Financial LLC · Certified Financial Planner
- Jordan ArnoldOneascent Financial Services LLC · Certified Financial Planner
- Michael AtkinsWells Fargo Clearing Services, LLC · Certified Financial Planner
- Caleb M. BagwellEversource Wealth Advisors, LLC · Certified Financial Planner
- Connor J. BainStonex Advisors Inc. · Certified Financial Planner
- Winfield M. BairdWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Laura T. BakerWaverly Advisors, LLC · Certified Financial Planner
- Ryan M. BaldwinWaverly Advisors, LLC · Certified Financial Planner
- John D. BeattyThe Welch Group, LLC · Certified Financial Planner
- Timothy W. BembryRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Isabella W. BlountThe Welch Group, LLC · Certified Financial Planner
- Ellen C. BradfordIndivisible Partners · Certified Financial Planner
- Daniel B. BradyWaverly Advisors, LLC · Certified Financial Planner
- Andrew H. Brignac Sr.Mainsail Asset Management, LLC · Certified Financial Planner
- Christopher C. BrooksWaverly Advisors, LLC · Certified Financial Planner
- Madeline M. BrownWaverly Advisors, LLC · Certified Financial Planner
- Matthew C. BrownNewedge Advisors · Certified Financial Planner
- Taylor H. BrownSavant Wealth Management · Certified Financial Planner
- Brian J. BrunnerWaverly Advisors, LLC · Certified Financial Planner
- James M. Burnett Jr.Navigate Wealth Management, LLC · Certified Financial Planner
- Jack BurnetteRfg Advisory, LLC · Certified Financial Planner
- Jeremiah J. BurnsLPL Financial LLC · Certified Financial Planner
- Tyler C. BusbyOakworth Asset Management, LLC · Certified Financial Planner
- Benjamin M. CalvertSynovus Securities, Inc. · Certified Financial Planner
- Charles B. CarltonLPL Financial LLC · Certified Financial Planner
- David N. CarrollFairvoy Private Wealth, LLC · Certified Financial Planner
- Cheryl L. CaseyKestra Advisory Services, LLC · Certified Financial Planner
- Madison CaswellMeld Financial, Inc. · Certified Financial Planner
- William S. ChappellBrighthaven Financial Advisors · Certified Financial Planner
- David M. ClarkDmc Wealth Management, LLC · Certified Financial Planner
- Gary W. ClarkClark Planning & Investment Advisory · Certified Financial Planner, Chartered Financial Consultant
- Dalton ClaryWaverly Advisors, LLC · Certified Financial Planner
- Henry M. ClayThe Welch Group, LLC · Certified Financial Planner
- Cameron D. CollierOneascent Financial Services LLC · Certified Financial Planner
- Nathan CollinsStonex Advisors Inc. · Certified Financial Planner, Chartered Financial Consultant
- Cavett R. CooperOneascent Financial Services LLC · Certified Financial Planner
- Duke P. CopeCope Private Wealth · Certified Financial Planner
- Derrell G. CrimmWalton Financial · Certified Financial Planner
- Charles S. Crowther IIIRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- David M. CurlesSavant Wealth Management · Certified Financial Planner
- Micah G. DarlingtonEversource Wealth Advisors, LLC · Certified Financial Planner
- Justin T. DavenportThe Welch Group, LLC · Certified Financial Planner
- Sam A. Dayhood IIIRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Katherine G. DeermanThe Welch Group, LLC · Certified Financial Planner
- James H. DegennaroVoya Investment Management Co. LLC · Certified Financial Planner
- Nathan DendySagespring Wealth Partners · Certified Financial Planner
- Ronny E. DickinsonWaverly Advisors, LLC · Certified Financial Planner
- Noah W. DormanOneascent Financial Services LLC · Certified Financial Planner
- Carson L. EddyWaverly Advisors, LLC · Certified Financial Planner
- John D. EdwardsLPL Financial LLC · Certified Financial Planner
- Nicholas A. EllisonOneascent Financial Services LLC · Certified Financial Planner
- Jonathan L. FargasonNavigate Wealth Management, LLC · Certified Financial Planner
- Daniel J. FlanaganEversource Wealth Advisors, LLC · Certified Financial Planner
- Byron K. FordStonex Advisors Inc. · Certified Financial Planner
- David M. ForemanWaverly Advisors, LLC · Certified Financial Planner
- Suzuanne M. FosterOneascent Financial Services LLC · Certified Financial Planner
- Randall J. FreemanLeavell Investment Management, Inc. · Certified Financial Planner
- John L. French Jr.Valic Financial Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Logan E. FrostThe Welch Group, LLC · Certified Financial Planner
- Stanley T. Funches Sr.Intelus Advisory Group, LLC · Certified Financial Planner, Chartered Financial Consultant
- Jeris B. GastonSavant Wealth Management · Certified Financial Planner
- Caroline C. GayleKassouf Wealth Advisors, LLC · Certified Financial Planner
- Andrew A. GearhartWaverly Advisors, LLC · Certified Financial Planner
- Hollis N. Gieger Jr.Morgan Stanley · Certified Financial Planner
- Gavin P. GillisonWaverly Advisors, LLC · Certified Financial Planner
- Donna H. GordonPark Square Financial Group LLC · Certified Financial Planner
- Matthew M. GordonRaymond James & Associates, Inc. · Certified Financial Planner
- Daniel I. GrableErnst & Young Investment Advisers LLP · Certified Financial Planner, Chartered Financial Consultant
- Durwood B. Greene IICetera Investment Advisers LLC · Certified Financial Planner
- John GreggWells Fargo Clearing Services, LLC · Certified Financial Planner
- Steven M. GronceskiWaverly Advisors, LLC · Certified Financial Planner
- William W. GroomsMorgan Stanley · Certified Financial Planner
- Kevin W. HarperRfg Advisory, LLC · Certified Financial Planner
- David W. HarrisSavant Wealth Management · Certified Financial Planner
- Taylor HartSteadmont Advisors, LLC · Certified Financial Planner
- David A. HayesCommonwealth Financial Network · Certified Financial Planner
- Samantha HaysStrategic Advisers LLC · Certified Financial Planner
- Paxton E. HeathMorgan Stanley · Certified Financial Planner
- Kris E. HeislerOsaic Wealth, Inc. · Certified Financial Planner
- Jeffrey P. HelmsWaverly Advisors, LLC · Certified Financial Planner
- Harold H. HendersonWells Fargo Clearing Services, LLC · Certified Financial Planner
- John T. HensleyOakworth Asset Management, LLC · Certified Financial Planner
- Robert B. HerndonEquitable Advisors, LLC · Certified Financial Planner
- Brian K. HershbergerWaverly Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
- Scott A. HiltonWells Fargo Clearing Services, LLC · Certified Financial Planner
- Helen T. HindsLeavell Investment Management, Inc. · Certified Financial Planner
- William O. HocuttSavant Wealth Management · Certified Financial Planner
- Christopher T. HolderSouthern Financial Group, LLC · Certified Financial Planner, Personal Financial Specialist
- Jamie M. HolmanWells Fargo Clearing Services, LLC · Certified Financial Planner
- Franklin D. HombergRaymond James & Associates, Inc. · Certified Financial Planner
- Caleb R. HopkinsNavigate Wealth Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- Scott E. HowellWells Fargo Clearing Services, LLC · Certified Financial Planner
- Marcus A. HumeLPL Financial LLC · Certified Financial Planner
- Jon D. HuntMML Investors Services, LLC · Certified Financial Planner
- Foster T. HydeThe Welch Group, LLC · Certified Financial Planner, Chartered Financial Analyst
- Stephen D. IaconisLPL Financial LLC · Certified Financial Planner
- Tara H. IngramSavant Wealth Management · Certified Financial Planner
- Thomas A. IsraelMorgan Stanley · Certified Financial Planner
- Steven M. KampwerthOsaic Wealth, Inc. · Certified Financial Planner
- Anna-Lena KanterPorter White Investment Advisors, Inc. · Certified Financial Planner
- David P. KassoufKassouf Wealth Advisors, LLC · Certified Financial Planner
- Gerard J. KassoufKassouf Wealth Advisors, LLC · Certified Financial Planner
- Lawrence P. KennardStonex Advisors Inc. · Certified Financial Planner
- Samuel M. KlineWells Fargo Clearing Services, LLC · Certified Financial Planner
- Susan H. KoskiThrivent Investment Management Inc. · Certified Financial Planner
- Madeline J. KramerThe Welch Group, LLC · Certified Financial Planner
- Sean LaceyWaverly Advisors, LLC · Certified Financial Planner
- Stephen T. LanniganStonex Advisors Inc. · Certified Financial Planner
- Robert H. LatimerOneascent Wealth Management · Certified Financial Planner
- Wayne G. Lesage Jr.Waverly Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
- Steven H. LindNavigate Wealth Management, LLC · Certified Financial Planner
- Michael D. Little Jr.Waverly Advisors, LLC · Certified Financial Planner
- Mary M. LivingstonNavigate Wealth Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- Benjamin G. LoganWaverly Advisors, LLC · Certified Financial Planner
- Patrick H. LongCommonwealth Financial Network · Certified Financial Planner
- Michael LynamPrincipal Securities, Inc. · Certified Financial Planner
- William P. LynchStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Kendall W. MaddoxMfp, LLC · Certified Financial Planner
- Robert C. MaundOakworth Asset Management, LLC · Certified Financial Planner
- Blake W. MayMeld Financial, Inc. · Certified Financial Planner
- Eric J. McClainApproach Retirement Advisors, LLC · Certified Financial Planner
- Allan L. McClureAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Analyst
- Jeffrey T. McCormackSavant Wealth Management · Certified Financial Planner
- James H. McCownThe Welch Group, LLC · Certified Financial Planner
- Jessica C. McDonaldSouthern Wealth Builders · Certified Financial Planner
- Christopher J. McGarveyWaverly Advisors, LLC · Certified Financial Planner
- Jay H. McGowanThe Welch Group, LLC · Certified Financial Planner, Personal Financial Specialist
- Joseph R. McNairWaverly Advisors, LLC · Certified Financial Planner
- Corey A. MeyerWaverly Advisors, LLC · Certified Financial Planner
- Quinn S. MichelWaverly Advisors, LLC · Certified Financial Planner
- James MillerEversource Wealth Advisors, LLC · Certified Financial Planner
- Jonathan E. MillicanSavant Wealth Management · Certified Financial Planner
- Savannah F. MontgomeryThe Welch Group, LLC · Certified Financial Planner
- Elisabeth L. MoodyThe Welch Group, LLC · Certified Financial Planner
- Robert L. Moody IIILPL Financial LLC · Certified Financial Planner
- Bradley L. MooreThe Welch Group, LLC · Certified Financial Planner
- Randall H. MorrisOneascent Wealth Management · Certified Financial Planner
- Graham P. MullNavigate 401k, LLC · Certified Financial Planner
- Faustino T. MunozOneascent Wealth Management · Certified Financial Planner
- James T. Murfee IVVoya Financial Advisors, Inc. · Certified Financial Planner
- Scott T. MyersWaverly Advisors, LLC · Certified Financial Planner
- Shane J. NealStonex Advisors Inc. · Certified Financial Planner
- Melanie L. NicholsWaverly Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
- Robert C. NormanLPL Financial LLC · Certified Financial Planner
- Trey NovaraCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- David F. PainterSouthern Financial Group, LLC · Certified Financial Planner, Personal Financial Specialist
- Ashlynne M. PalaWaverly Advisors, LLC · Certified Financial Planner
- Reed A. ParrishStonex Advisors Inc. · Certified Financial Planner
- Harry N. PearsonOneascent Financial Services LLC · Certified Financial Planner
- Lauren S. PearsonIndivisible Partners · Certified Financial Planner
- Eric PerichStonex Advisors Inc. · Certified Financial Planner
- Jacob R. PetrieWaverly Advisors, LLC · Certified Financial Planner
- Michelle G. PikeKassouf Wealth Advisors, LLC · Certified Financial Planner
- Kenneth H. PolkArlington Partners LLC · Certified Financial Planner
- Thomas E. PowellOneascent Financial Services LLC · Certified Financial Planner
- Joseph R. ProkopEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Cory R. ReamerThe Welch Group, LLC · Certified Financial Planner
- Christopher J. RegisterWaverly Advisors, LLC · Certified Financial Planner
- Kimberly R. ReynoldsThe Welch Group, LLC · Certified Financial Planner
- Laura K. RhoadesSavant Wealth Management · Certified Financial Planner
- Kevin A. RhodesOneascent Financial Services LLC · Certified Financial Planner
- Donald R. RiceMoney Management Services Inc. · Certified Financial Planner
- Jonathan L. RiceAnderson Growth Partners, LLC · Certified Financial Planner
- Stanford H. RobertsStonex Advisors Inc. · Certified Financial Planner
- Andrew E. SaabBenjamin F. Edwards & Company, Inc. · Certified Financial Planner
- Margaret A. SandyThe Welch Group, LLC · Certified Financial Planner
- Matthew J. SavelaThe Welch Group, LLC · Certified Financial Planner
- Peter A. SchilliSouthern Financial Group, LLC · Certified Financial Planner
- Nathan J. ServenEversource Wealth Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Brett S. SheedyStrategic Financial LLC · Certified Financial Planner
- Michael J. SheehanLPL Financial LLC · Certified Financial Planner
- Frederic L. Sjostrom IIIWells Fargo Clearing Services, LLC · Certified Financial Planner
- Amanda L. SkinnerRfg Advisory, LLC · Certified Financial Planner
- Brian R. SmithOsaic Wealth, Inc. · Certified Financial Planner
- Charles H. SmithThe Welch Group, LLC · Certified Financial Planner, Chartered Financial Analyst
- Robert D. Smith Jr.Raymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Robert E. SparksAmeriprise Financial Services, LLC · Certified Financial Planner
- Robert S. StammEversource Wealth Advisors, LLC · Certified Financial Planner
- Lance C. SteinerWaverly Advisors, LLC · Certified Financial Planner
- Janet C. SteinkeWaverly Advisors, LLC · Certified Financial Planner
- Dustin H. SturmStonex Advisors Inc. · Certified Financial Planner, Chartered Financial Consultant
- Ashley S. TabbOakworth Asset Management, LLC · Certified Financial Planner
- Felix M. Tankersley IIIBmss Wesson Wealth Solutions · Certified Financial Planner
- John R. TateOneascent Financial Services LLC · Certified Financial Planner
- Maxwell D. TaylorAdvisory Services Network · Certified Financial Planner
- Stephen R. TaylorSynovus Securities, Inc. · Certified Financial Planner
- Mary K. TompkinsCreative Planning · Certified Financial Planner
- Ashley D. TuckerWaverly Advisors, LLC · Certified Financial Planner
- Sean A. TweedyThe Welch Group, LLC · Certified Financial Planner
- Gary E. UngStonex Advisors Inc. · Certified Financial Planner
- Joseph W. VeaseyOneascent Financial Services LLC · Certified Financial Planner
- Thomas M. Wagner Jr.The Welch Group, LLC · Certified Financial Planner
- Callie S. WaldropThe Welch Group, LLC · Certified Financial Planner
- Lawrence E. WallLPL Financial LLC · Certified Financial Planner
- Wallace D. WeathersSynovus Securities, Inc. · Certified Financial Planner
- Stewart H. Welch IIIThe Welch Group, LLC · Certified Financial Planner
- James A. WernerWaverly Advisors, LLC · Certified Financial Planner
- Mark A. WessonBmss Wesson Wealth Solutions · Certified Financial Planner
- Cason W. WestmorelandThe Welch Group, LLC · Certified Financial Planner
- Andrew WhiteStrategic Advisers LLC · Certified Financial Planner
- Kyle B. WhittingtonMeld Financial, Inc. · Certified Financial Planner
- Kara M. WingardOakworth Asset Management, LLC · Certified Financial Planner
- James D. Woodruff IIICambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Caroline D. YeildingMorgan Stanley · Certified Financial Planner
- Delynn M. ZellSavant Wealth Management · Certified Financial Planner
- Jesse C. ZoraZora Financial · Certified Financial Planner
Firms with the most CFP professionals in Birmingham
Waverly Advisors, LLC 32The Welch Group, LLC 23Oneascent Financial Services LLC 12Stonex Advisors Inc. 11LPL Financial LLC 10Savant Wealth Management 10Wells Fargo Clearing Services, LLC 8Eversource Wealth Advisors, LLC 7Morgan Stanley 5Navigate Wealth Management, LLC 5Oakworth Asset Management, LLC 5Oneascent Wealth Management 5Kassouf Wealth Advisors, LLC 4Raymond James Financial Services Advisors, Inc. 4Meld Financial, Inc. 3
CFP advisors in other Alabama cities
All of Alabama →Huntsville 64Mobile 22Vestavia Hills 22Montgomery 17Fairhope 15Tuscaloosa 15Hoover 14Homewood 11Daphne 10Madison 10Dothan 9Florence 7Opelika 6Auburn 5Gadsden 5Vestavia 5Alexander City 3Anniston 3Cullman 3Decatur 3Gulf Shores 3Mountain Brook 3
Questions
How many CFP financial advisors are in Birmingham, AL?
208 SEC-registered investment adviser representatives at firm offices in Birmingham, Alabama list the CFP designation; Waverly Advisors, LLC employs the most of them (32).
What is a CFP?
CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.
How do I check a CFP in Birmingham?
Each advisor below 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. Confirm the CFP itself with the body that issues it.
Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.