Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Cumming, GA
Every SEC-registered financial advisor at a firm office in Cumming who lists the Certified Financial Planner designation, A to Z.
16 CFP professionals work in Cumming; the most are at Financial Consultants Group Inc. (4). 7 are also registered broker representatives.
CFP advisors in Cumming, A to Z
Every advisor in Cumming →- Amy C. ArtigaGuide Financial Planning · Certified Financial Planner
- Robert N. FazioChattahoochee Wealth · Certified Financial Planner, Chartered Financial Analyst
- Carolyn L. FlournoyFinancial Consultants Group Inc. · Certified Financial Planner
- David L. FountainFinancial Consultants Group Inc. · Certified Financial Planner
- Sandra C. FricksFinancial Consultants Group Inc. · Certified Financial Planner
- Joseph R. HamptonFinancial Consultants Group Inc. · Certified Financial Planner
- Jennifer J. JohnstonOsaic Wealth, Inc. · Certified Financial Planner
- Miguel A. MartinezTransamerica Retirement Advisors, LLC · Certified Financial Planner
- Scott H. MasonEdward Jones · Certified Financial Planner
- Luke J. McCordGreenway Financial Planning, LLC · Certified Financial Planner
- Christopher M. RayRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Thomas D. Ryan Jr.Raymond James Financial Services Advisors, Inc. · Certified Financial Planner
- William S. SavilleStarr-Mathews Financial, LLC · Certified Financial Planner
- Todd E. SmithAllworth Financial, L.P. · Certified Financial Planner
- Jeffrey A. SulkaEdward Jones · Certified Financial Planner
- Samuel ZaretskyStrategic Advisers LLC · Certified Financial Planner
Firms with the most CFP professionals in Cumming
Financial Consultants Group Inc. 4Edward Jones 2Raymond James Financial Services Advisors, Inc. 2Allworth Financial, L.P. 1Chattahoochee Wealth 1Greenway Financial Planning, LLC 1Guide Financial Planning 1Origin Investment Advisory LLC 1Osaic Wealth, Inc. 1Starr-Mathews Financial, LLC 1Strategic Advisers LLC 1Transamerica Retirement Advisors, LLC 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 18Suwanee 16Milton 15Peachtree Corners 14Macon 11Johns Creek 10Albany 9Buford 9Rome 9
Questions
How many CFP financial advisors are in Cumming, GA?
16 SEC-registered investment adviser representatives at firm offices in Cumming, Georgia list the CFP designation; Financial Consultants Group Inc. 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 Cumming?
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.