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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Dacula, GA

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

The short answer

4 CFP professionals work in Dacula; the most are at Piece Of Wealth Planning LLC (2). 1 are also registered broker representatives.

CFP advisors in Dacula, A to Z

Every advisor in Dacula →
  • Paul H. CulbrethCulbreth Wealth Management · Certified Financial Planner
  • Jovan J. JohnsonPiece Of Wealth Planning LLC · Certified Financial Planner, Personal Financial Specialist
  • Tiffany Y. JohnsonPiece Of Wealth Planning LLC · Certified Financial Planner
  • Ronald G. Lee Jr.Edward Jones · Certified Financial Planner, Chartered Financial Consultant

Firms with the most CFP professionals in Dacula

Piece Of Wealth Planning LLC 2Culbreth Wealth Management 1Edward Jones 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 Dacula, GA?

4 SEC-registered investment adviser representatives at firm offices in Dacula, Georgia list the CFP designation; Piece Of Wealth Planning LLC employs the most of them (2).

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 Dacula?

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.