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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Athens, GA

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

39 CFP professionals work in Athens; the most are at Elwood & Goetz (12). 17 are also registered broker representatives.

CFP advisors in Athens, A to Z

Every advisor in Athens →

Firms with the most CFP professionals in Athens

Elwood & Goetz 12Cannon Financial Strategists, Inc. 6Cetera Investment Advisers LLC 3Wells Fargo Clearing Services, LLC 3Edward Jones 2Fully Financial 2Mariner Independent 2Ameriprise Financial Services, LLC 1Arch Financial Planning, LLC 1Carson Advisory Group 1Elevate Wealth Advisory, Inc. 1Ifg Advisory, LLC 1Prime Capital Financial 1Stifel, Nicolaus & Company, Incorporated 1Truist Advisory Services, Inc. 1

CFP advisors in other Georgia cities

All of Georgia →

Atlanta 767Alpharetta 159Marietta 52Savannah 38Roswell 31Woodstock 29Sandy Springs 28Augusta 25Kennesaw 25Peachtree City 25Columbus 23Decatur 23Duluth 19Gainesville 19Watkinsville 18Cumming 16Suwanee 16Milton 15Peachtree Corners 14Macon 11Johns Creek 10Albany 9Buford 9Rome 9

Questions

How many CFP financial advisors are in Athens, GA?

39 SEC-registered investment adviser representatives at firm offices in Athens, Georgia list the CFP designation; Elwood & Goetz employs the most of them (12).

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 Athens?

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.