Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Dunwoody, GA
Every SEC-registered financial advisor at a firm office in Dunwoody who lists the Certified Financial Planner designation, A to Z.
8 CFP professionals work in Dunwoody; the most are at Strategic Advisers LLC (6). 8 are also registered broker representatives.
CFP advisors in Dunwoody, A to Z
Every advisor in Dunwoody →- Alysia BakerStrategic Advisers LLC · Certified Financial Planner
- Alicia J. BransfordStrategic Advisers LLC · Certified Financial Planner
- Bryan ClaphamStrategic Advisers LLC · Certified Financial Planner
- Jason M. JansenStrategic Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Alison J. JohnsonStrategic Advisers LLC · Certified Financial Planner
- Tyler LegaultStrategic Advisers LLC · Certified Financial Planner
- Lawrence J. Minogue Jr.Ameriprise Financial Services, LLC · Certified Financial Planner
- Jeffrey M. SwygertCommonwealth Financial Network · Certified Financial Planner
Firms with the most CFP professionals in Dunwoody
Strategic Advisers LLC 6Ameriprise Financial Services, LLC 1Commonwealth Financial Network 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 Dunwoody, GA?
8 SEC-registered investment adviser representatives at firm offices in Dunwoody, Georgia list the CFP designation; Strategic Advisers LLC employs the most of them (6).
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 Dunwoody?
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.