Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Duluth, GA
Every SEC-registered financial advisor at a firm office in Duluth who lists the Certified Financial Planner designation, A to Z.
19 CFP professionals work in Duluth; the most are at Ameriprise Financial Services, LLC (3). 16 are also registered broker representatives.
CFP advisors in Duluth, A to Z
Every advisor in Duluth →- Thomas A. ArvanitesJanney Montgomery Scott LLC · Certified Financial Planner
- Christopher M. BrittTruist Advisory Services, Inc. · Certified Financial Planner
- Thomas P. CarneyAmeriprise Financial Services, LLC · Certified Financial Planner
- Rebekah J. CloughLPL Financial LLC · Certified Financial Planner
- Mamy R. FayeEdelman Financial Engines · Certified Financial Planner
- Andrew S. GreenCetera Investment Advisers LLC · Certified Financial Planner
- Roger S. GreenCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Katherine R. LobeSpc · Certified Financial Planner
- Jacob M. McKelveyAmeriprise Financial Services, LLC · Certified Financial Planner
- Kevin T. MyersJanney Montgomery Scott LLC · Certified Financial Planner
- John NuckollsWells Fargo Clearing Services, LLC · Certified Financial Planner
- Richard S. PhelanJanney Montgomery Scott LLC · Certified Financial Planner
- Eric B. PhilipsPrime Capital Financial · Certified Financial Planner
- Alexander RauchValic Financial Advisors, Inc. · Certified Financial Planner
- Fredrick L. StandfieldLifewater Wealth Management · Certified Financial Planner
- Robert E. SzymanskiBrookstone Capital Management LLC · Certified Financial Planner, Chartered Financial Consultant
- Robert F. WeberOsaic Wealth, Inc. · Certified Financial Planner
- Peter M. WeinbaumAmeriprise Financial Services, LLC · Certified Financial Planner
- Ahmed H. ZakiCetera Investment Advisers LLC · Certified Financial Planner
Firms with the most CFP professionals in Duluth
Ameriprise Financial Services, LLC 3Cetera Investment Advisers LLC 3Janney Montgomery Scott LLC 3Brookstone Capital Management LLC 1Edelman Financial Engines 1LPL Financial LLC 1Lifewater Wealth Management 1Osaic Wealth, Inc. 1Prime Capital Financial 1Spc 1Truist Advisory Services, Inc. 1Valic Financial Advisors, Inc. 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 25Columbus 23Decatur 23Gainesville 19Watkinsville 18Cumming 16Suwanee 16Milton 15Peachtree Corners 14Macon 11Johns Creek 10Albany 9Buford 9Rome 9
Questions
How many CFP financial advisors are in Duluth, GA?
19 SEC-registered investment adviser representatives at firm offices in Duluth, Georgia list the CFP designation; Ameriprise Financial Services, LLC employs the most of them (3).
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 Duluth?
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.