Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Gainesville, GA
Every SEC-registered financial advisor at a firm office in Gainesville who lists the Certified Financial Planner designation, A to Z.
19 CFP professionals work in Gainesville; the most are at LPL Financial LLC (3). 13 are also registered broker representatives.
CFP advisors in Gainesville, A to Z
Every advisor in Gainesville →- Christopher J. BeauchampStribling-Whalen Financial Group · Certified Financial Planner
- Brian L. CarpenterWells Fargo Clearing Services, LLC · Certified Financial Planner
- Kevin M. ClaryEdward Jones · Certified Financial Planner
- Carlos L. DominguezRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Stacy W. EatonCapital Square, LLC · Certified Financial Planner
- Michael S. GaddyLPL Financial LLC · Certified Financial Planner
- Mark E. GibbsJt Stratford, LLC · Certified Financial Planner
- Tracey GordineerBlossom Balance LLC · Certified Financial Planner
- Dillon HemphillEdward Jones · Certified Financial Planner
- William E. Hicks Jr.Stifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Scott F. HoganCetera Investment Advisers LLC · Certified Financial Planner
- John E. HowardFocus Advisory, Ltd. · Certified Financial Planner, Personal Financial Specialist
- Thomas R. Johnston IIMorgan Stanley · Certified Financial Planner
- Christina D. JonesRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Kelly M. LeeLPL Financial LLC · Certified Financial Planner
- Jonathan W. PetersonRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Joshua K. SchliemanLPL Financial LLC · Certified Financial Planner
- John K. SulhoffAmeriprise Financial Services, LLC · Certified Financial Planner
- Brian E. WhalenStribling-Whalen Financial Group · Certified Financial Planner
Firms with the most CFP professionals in Gainesville
LPL Financial LLC 3Raymond James Financial Services Advisors, Inc. 3Edward Jones 2Stribling-Whalen Financial Group 2Ameriprise Financial Services, LLC 1Blossom Balance LLC 1Capital Square, LLC 1Cetera Investment Advisers LLC 1Focus Advisory, Ltd. 1Jt Stratford, LLC 1Morgan Stanley 1Stifel, Nicolaus & Company, Incorporated 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 23Duluth 19Watkinsville 18Cumming 16Suwanee 16Milton 15Peachtree Corners 14Macon 11Johns Creek 10Albany 9Buford 9Rome 9
Questions
How many CFP financial advisors are in Gainesville, GA?
19 SEC-registered investment adviser representatives at firm offices in Gainesville, Georgia list the CFP designation; LPL Financial 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 Gainesville?
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.