Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Columbus, GA
Every SEC-registered financial advisor at a firm office in Columbus who lists the Certified Financial Planner designation, A to Z.
23 CFP professionals work in Columbus; the most are at Synovus Securities, Inc. (5). 14 are also registered broker representatives.
CFP advisors in Columbus, A to Z
Every advisor in Columbus →- Jeffrey G. AdamsGreatmark Investment Partners, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Louie E. Burrus Jr.Ameriprise Financial Services, LLC · Certified Financial Planner
- Sarah E. ClaytonLongview Wealth Management · Certified Financial Planner
- Daniel M. CorrBip Wealth, LLC · Certified Financial Planner
- Brandon L. FieldsSynovus Securities, Inc. · Certified Financial Planner
- William R. GreenWells Fargo Clearing Services, LLC · Certified Financial Planner
- James JordanStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Susan A. LombardoLPL Financial LLC · Certified Financial Planner
- Stephen S. LorentzSynovus Securities, Inc. · Certified Financial Planner
- Michael B. McKayLongview Wealth Management · Certified Financial Planner
- James R. Money Jr.Bip Wealth, LLC · Certified Financial Planner, Chartered Financial Consultant
- Paul T. MoneyBip Wealth, LLC · Certified Financial Planner
- Bryan T. OglesbyWealth Intelligence, LLC · Certified Financial Planner
- S Jay ParkerMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Robert L. PersonsSynovus Securities, Inc. · Certified Financial Planner
- Kiersten A. PeshekCitrine Capital · Certified Financial Planner
- Dustin R. StokesLPL Financial LLC · Certified Financial Planner
- Richard L. Toelle Jr.Raymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Tyler A. TownsendTownsend Wealth Management · Certified Financial Planner, Chartered Financial Analyst
- Burnett K. Townsend, JrTownsend Wealth Management · Certified Financial Planner
- Travis F. WadeSynovus Securities, Inc. · Certified Financial Planner
- Robert D. WilsonSynovus Securities, Inc. · Certified Financial Planner
- Joseph A. YoungLPL Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in Columbus
Synovus Securities, Inc. 5Bip Wealth, LLC 3LPL Financial LLC 3Longview Wealth Management 2Townsend Wealth Management 2Ameriprise Financial Services, LLC 1Citrine Capital 1Greatmark Investment Partners, Inc. 1Merrill Lynch, Pierce, Fenner & Smith Incorporated 1Raymond James Financial Services Advisors, Inc. 1Stifel, Nicolaus & Company, Incorporated 1Wealth Intelligence, LLC 1Wells Fargo Clearing Services, LLC 1
CFP advisors in other Georgia cities
All of Georgia →Atlanta 767Alpharetta 159Marietta 52Athens 39Savannah 38Roswell 31Woodstock 29Sandy Springs 28Augusta 25Kennesaw 25Peachtree City 25Decatur 23Duluth 19Gainesville 19Watkinsville 18Cumming 16Suwanee 16Milton 15Peachtree Corners 14Macon 11Johns Creek 10Albany 9Buford 9Rome 9
Questions
How many CFP financial advisors are in Columbus, GA?
23 SEC-registered investment adviser representatives at firm offices in Columbus, Georgia list the CFP designation; Synovus Securities, Inc. employs the most of them (5).
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 Columbus?
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.