Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Homewood, AL
Every SEC-registered financial advisor at a firm office in Homewood who lists the Certified Financial Planner designation, A to Z.
11 CFP professionals work in Homewood; the most are at Timberchase Financial, LLC (3). 2 are also registered broker representatives.
CFP advisors in Homewood, A to Z
Every advisor in Homewood →- Catherine S. BraggCaptrust · Certified Financial Planner
- John R. BurchEversource Wealth Advisors, LLC · Certified Financial Planner
- Sarah W. Burchfield CobbPark Place Capital Corporation · Certified Financial Planner
- James T. ChapmanAragon Capital, LLC · Certified Financial Planner
- Susan R. CopelandHippocratic Financial Advisors · Certified Financial Planner
- Bryan D. HancockTimberchase Financial, LLC · Certified Financial Planner
- Warren C. KirbyWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Katie A. LenzTimberchase Financial, LLC · Certified Financial Planner
- James T. MooreTimberchase Financial, LLC · Certified Financial Planner
- Judson D. MorrisonWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Joseph A. StephensRfg Advisory, LLC · Certified Financial Planner
Firms with the most CFP professionals in Homewood
Timberchase Financial, LLC 3Wells Fargo Advisors Financial Network, LLC 2Aragon Capital, LLC 1Captrust 1Eversource Wealth Advisors, LLC 1Hippocratic Financial Advisors 1Park Place Capital Corporation 1Rfg Advisory, LLC 1
CFP advisors in other Alabama cities
All of Alabama →Birmingham 208Huntsville 64Mobile 22Vestavia Hills 22Montgomery 17Fairhope 15Tuscaloosa 15Hoover 14Daphne 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 Homewood, AL?
11 SEC-registered investment adviser representatives at firm offices in Homewood, Alabama list the CFP designation; Timberchase Financial, LLC employs the most of them (3).
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 Homewood?
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.