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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Tuscaloosa, AL

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

15 CFP professionals work in Tuscaloosa; the most are at Jmf Capstone Wealth Management (4). 9 are also registered broker representatives.

CFP advisors in Tuscaloosa, A to Z

Every advisor in Tuscaloosa →
  • James G. Brazil Jr.Jmf Capstone Wealth Management · Certified Financial Planner, Personal Financial Specialist
  • Bryan R. ChandlerJmf Capstone Wealth Management · Certified Financial Planner, Personal Financial Specialist
  • Elizabeth D. ChildressOsaic Wealth, Inc. · Certified Financial Planner
  • Lindsey H. DealRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Richard E. GibsonJmf Capstone Wealth Management · Certified Financial Planner
  • Sarah E. HahnAmeriprise Financial Services, LLC · Certified Financial Planner
  • Patrick R. HargroveRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Robert L. Ingram Jr.Jmf Capstone Wealth Management · Certified Financial Planner, Personal Financial Specialist
  • Randall B. LaneyEdward Jones · Certified Financial Planner
  • Nathanael LoveladyEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Robert W. McLeodFinancial Economics Consulting Group, Inc. · Certified Financial Planner, Chartered Financial Analyst
  • Meghan NorthRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Jason M. SgarlataFisher Investments · Certified Financial Planner
  • Brandon S. StoughRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Scott A. WhisenantMoney Concepts Capital Corp. · Certified Financial Planner, Personal Financial Specialist

Firms with the most CFP professionals in Tuscaloosa

Jmf Capstone Wealth Management 4Raymond James Financial Services Advisors, Inc. 4Edward Jones 2Ameriprise Financial Services, LLC 1Financial Economics Consulting Group, Inc. 1Fisher Investments 1Money Concepts Capital Corp. 1Osaic Wealth, Inc. 1

CFP advisors in other Alabama cities

All of Alabama →

Birmingham 208Huntsville 64Mobile 22Vestavia Hills 22Montgomery 17Fairhope 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 Tuscaloosa, AL?

15 SEC-registered investment adviser representatives at firm offices in Tuscaloosa, Alabama list the CFP designation; Jmf Capstone Wealth Management employs the most of them (4).

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 Tuscaloosa?

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.