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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Greensboro, GA

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

7 CFP professionals work in Greensboro; the most are at Assetgrade, LLC (1). 4 are also registered broker representatives.

CFP advisors in Greensboro, A to Z

Every advisor in Greensboro →
  • James W. HankinsonHankinson Wealth Advisors LLC · Certified Financial Planner, Personal Financial Specialist, Chartered Financial Analyst
  • Scott W. JohnsonEdward Jones · Certified Financial Planner
  • Gordon T. Lackey Jr.Relativity Capital Advisors, LLC · Certified Financial Planner
  • Charles M. Moore Sr.Osaic Wealth, Inc. · Certified Financial Planner
  • Susan L. PowersAssetgrade, LLC · Certified Financial Planner, Chartered Financial Analyst
  • David E. WardCommonwealth Financial Network · Certified Financial Planner
  • Patricia WareWells Fargo Advisors Financial Network, LLC · Certified Financial Planner

Firms with the most CFP professionals in Greensboro

Assetgrade, LLC 1Commonwealth Financial Network 1Edward Jones 1Hankinson Wealth Advisors LLC 1Osaic Wealth, Inc. 1Relativity Capital Advisors, LLC 1Wells Fargo Advisors Financial Network, 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 19Gainesville 19Watkinsville 18Cumming 16Suwanee 16Milton 15Peachtree Corners 14Macon 11Johns Creek 10Albany 9Buford 9

Questions

How many CFP financial advisors are in Greensboro, GA?

7 SEC-registered investment adviser representatives at firm offices in Greensboro, Georgia list the CFP designation; Assetgrade, 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 Greensboro?

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.