Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Albany, GA
Every SEC-registered financial advisor at a firm office in Albany who lists the Certified Financial Planner designation, A to Z.
9 CFP professionals work in Albany; the most are at Kingsmark Private Financial Advisors, LLC (3). 6 are also registered broker representatives.
CFP advisors in Albany, A to Z
Every advisor in Albany →- Lance S. BarnesWells Fargo Advisors Financial Network, LLC · Certified Financial Planner, Chartered Financial Consultant
- Britt C. BazemoreKingsmark Private Financial Advisors, LLC · Certified Financial Planner
- John D. HaireOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- James HarrisWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Needham C. Hatcher IIIAmeriprise Financial Services, LLC · Certified Financial Planner
- Noah W. McCorkleKingsmark Private Financial Advisors, LLC · Certified Financial Planner
- Wesley H. SadlerLPL Financial LLC · Certified Financial Planner
- Thomas E. SandersKingsmark Private Financial Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Sammy L. Smith Jr.LPL Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in Albany
Kingsmark Private Financial Advisors, LLC 3LPL Financial LLC 2Wells Fargo Advisors Financial Network, LLC 2Ameriprise Financial Services, LLC 1Osaic Wealth, Inc. 1
CFP advisors in other Georgia cities
All of Georgia →Atlanta 767Alpharetta 159Marietta 52Athens 39Savannah 38Roswell 31Woodstock 29Sandy Springs 28Augusta 25Kennesaw 25Peachtree City 25Columbus 23Decatur 23Duluth 19Gainesville 19Watkinsville 18Cumming 16Suwanee 16Milton 15Peachtree Corners 14Macon 11Johns Creek 10Buford 9Rome 9
Questions
How many CFP financial advisors are in Albany, GA?
9 SEC-registered investment adviser representatives at firm offices in Albany, Georgia list the CFP designation; Kingsmark Private Financial Advisors, 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 Albany?
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.