Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Augusta, GA
Every SEC-registered financial advisor at a firm office in Augusta who lists the Certified Financial Planner designation, A to Z.
25 CFP professionals work in Augusta; the most are at LPL Financial LLC (4). 12 are also registered broker representatives.
CFP advisors in Augusta, A to Z
Every advisor in Augusta →- Robert K. AdamsStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Raymond S. BenjaminFirethorn Wealth Partners, LLC · Certified Financial Planner
- Troy A. BreitmannLPL Financial LLC · Certified Financial Planner
- Broadus W. Cleveland IIIHb Wealth · Certified Financial Planner, Personal Financial Specialist
- William B. EvansAsset Advisors · Certified Financial Planner, Personal Financial Specialist
- Scott M. Fitzgerald Jr.Cwm, LLC · Certified Financial Planner
- John P. Gillion Jr.Money Advisors, Inc. Dba Century Investment Planning · Certified Financial Planner
- Carolyn T. HodgeLPL Financial LLC · Certified Financial Planner
- Charles B. Lanier Jr.Cetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Matthew J. LossEdward Jones · Certified Financial Planner
- Charles Z. MahaffeyValic Financial Advisors, Inc. · Certified Financial Planner
- Walter S. MarbertRichard Young Advisors · Certified Financial Planner
- Charles H. Marvin IVMorgan Stanley · Certified Financial Planner
- John T. McCollumPark Avenue Securities LLC · Certified Financial Planner
- Elizabeth L. McCormackCetera Investment Advisers LLC · Certified Financial Planner
- Eugene F. McManusAp Wealth Management · Certified Financial Planner, Personal Financial Specialist
- Eugene F. McManus IIIAp Wealth Management · Certified Financial Planner
- Jason W. NealLPL Financial LLC · Certified Financial Planner
- Zachary T. PearsonHb Wealth · Certified Financial Planner
- Thomas M. PowersLPL Financial LLC · Certified Financial Planner
- Clayton R. QuammeAp Wealth Management · Certified Financial Planner
- Kelly T. RennerRossby Financial, LLC · Certified Financial Planner
- Robert W. Rice Jr.Asset Advisors · Certified Financial Planner
- Gerald T. RogersFirethorn Wealth Partners, LLC · Certified Financial Planner
- John M. TravisRichard Young Advisors · Certified Financial Planner
Firms with the most CFP professionals in Augusta
LPL Financial LLC 4Ap Wealth Management 3Asset Advisors 2Cetera Investment Advisers LLC 2Firethorn Wealth Partners, LLC 2Hb Wealth 2Richard Young Advisors 2Cwm, LLC 1Edward Jones 1Money Advisors, Inc. Dba Century Investment Planning 1Morgan Stanley 1Park Avenue Securities LLC 1Rossby Financial, LLC 1Stifel, Nicolaus & Company, Incorporated 1Valic Financial Advisors, Inc. 1
CFP advisors in other Georgia cities
All of Georgia →Atlanta 767Alpharetta 159Marietta 52Athens 39Savannah 38Roswell 31Woodstock 29Sandy Springs 28Kennesaw 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 Augusta, GA?
25 SEC-registered investment adviser representatives at firm offices in Augusta, Georgia list the CFP designation; LPL Financial LLC 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 Augusta?
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.