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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Montgomery, AL

Every SEC-registered financial advisor at a firm office in Montgomery who lists the Certified Financial Planner designation, A to Z.

17 CFP professionals work in Montgomery; the most are at Captrust (2). 9 are also registered broker representatives.

CFP advisors in Montgomery, A to Z

Every advisor in Montgomery →
  • Robert J. AllanWelon Partners · Certified Financial Planner, Chartered Financial Analyst
  • Rebecca H. BakerMarble Wealth, LLC · Certified Financial Planner
  • Mark A. BishopCaptrust · Certified Financial Planner, Chartered Financial Analyst
  • Culver R. Broach IIISummit Financial, LLC · Certified Financial Planner
  • John M. BurnsWells Fargo Clearing Services, LLC · Certified Financial Planner
  • James A. CauseyJackson Thornton Wealth Management, LLC · Certified Financial Planner, Personal Financial Specialist
  • Sang Y. ChungEdward Jones · Certified Financial Planner
  • Larry A. GroceMorgan Stanley · Certified Financial Planner
  • Allison H. GuiceJackson Thornton Wealth Management, LLC · Certified Financial Planner, Personal Financial Specialist
  • Gilbert T. Meadows IIIStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
  • Brian S. MitchellCaptrust · Certified Financial Planner
  • Matthew B. MurphyMarble Wealth, LLC · Certified Financial Planner
  • Amanda B. OverbyRaymond James & Associates, Inc. · Certified Financial Planner
  • David R. PettyRaymond James & Associates, Inc. · Certified Financial Planner
  • Holley S. PierceWells Fargo Clearing Services, LLC · Certified Financial Planner
  • Melvin D. SikesRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Irby J. ThompsonWaverly Advisors, LLC · Certified Financial Planner

Firms with the most CFP professionals in Montgomery

Captrust 2Jackson Thornton Wealth Management, LLC 2Marble Wealth, LLC 2Raymond James & Associates, Inc. 2Wells Fargo Clearing Services, LLC 2Edward Jones 1Morgan Stanley 1Raymond James Financial Services Advisors, Inc. 1Stifel, Nicolaus & Company, Incorporated 1Summit Financial, LLC 1Waverly Advisors, LLC 1Welon Partners 1

CFP advisors in other Alabama cities

All of Alabama →

Birmingham 208Huntsville 64Mobile 22Vestavia Hills 22Fairhope 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 Montgomery, AL?

17 SEC-registered investment adviser representatives at firm offices in Montgomery, Alabama list the CFP designation; Captrust employs the most of them (2).

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 Montgomery?

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.