Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Douglasville, GA
Every SEC-registered financial advisor at a firm office in Douglasville who lists the Certified Financial Planner designation, A to Z.
2 CFP professionals work in Douglasville; the most are at Ameriprise Financial Services, LLC (1). 1 are also registered broker representatives.
CFP advisors in Douglasville, A to Z
Every advisor in Douglasville →- Phillip HulmeStars & Stripes Financial Advisors · Certified Financial Planner
- Patti H. PuckettAmeriprise Financial Services, LLC · Certified Financial Planner
Firms with the most CFP professionals in Douglasville
Ameriprise Financial Services, LLC 1Stars & Stripes Financial Advisors 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 Douglasville, GA?
2 SEC-registered investment adviser representatives at firm offices in Douglasville, Georgia list the CFP designation; Ameriprise Financial Services, LLC 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 Douglasville?
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.