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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Braselton, GA

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

The short answer

3 CFP professionals work in Braselton; the most are at Independent Financial Partners (1). 2 are also registered broker representatives.

CFP advisors in Braselton, A to Z

Every advisor in Braselton →

Firms with the most CFP professionals in Braselton

Independent Financial Partners 1Kingsview Wealth Management, LLC 1Raymond James Financial Services Advisors, 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 10Albany 9Buford 9

Questions

How many CFP financial advisors are in Braselton, GA?

3 SEC-registered investment adviser representatives at firm offices in Braselton, Georgia list the CFP designation; Independent Financial Partners employs the most of them (1).

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 Braselton?

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.