Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Kathleen, GA
Every SEC-registered financial advisor at a firm office in Kathleen who lists the Certified Financial Planner designation, A to Z.
2 CFP professionals work in Kathleen; the most are at Boldin Advisors (1). 1 are also registered broker representatives.
CFP advisors in Kathleen, A to Z
Every advisor in Kathleen →- Gregory E. Caldwell Jr.Diversify Wealth Management, LLC · Certified Financial Planner
- Heath E. HamptonBoldin Advisors · Certified Financial Planner
Firms with the most CFP professionals in Kathleen
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 Kathleen, GA?
2 SEC-registered investment adviser representatives at firm offices in Kathleen, Georgia list the CFP designation; Boldin Advisors 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 Kathleen?
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.