Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Macon, GA
Every SEC-registered financial advisor at a firm office in Macon who lists the Certified Financial Planner designation, A to Z.
11 CFP professionals work in Macon; the most are at Patton Albertson Miller Group, LLC (3). 4 are also registered broker representatives.
CFP advisors in Macon, A to Z
Every advisor in Macon →- John M. AlbertsonPatton Albertson Miller Group, LLC · Certified Financial Planner
- Rachel S. AyresPatton Albertson Miller Group, LLC · Certified Financial Planner
- Christopher E. BollesStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Seth ChristyChristy Capital Management, Inc. · Certified Financial Planner
- Colleen M. GiffinBeall Financial Planning, Inc. · Certified Financial Planner
- William R. JohnsonNorthwestern Mutual Investment Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Robert D. Maloy Jr.Patton Albertson Miller Group, LLC · Certified Financial Planner
- Christopher R. MalphursLPL Financial LLC · Certified Financial Planner
- Glenn A. RosenCreative Planning · Certified Financial Planner, Chartered Financial Consultant
- Donald A. StringfieldCreative Planning · Certified Financial Planner
- Tyler J. Ver SteegMML Investors Services, LLC · Certified Financial Planner
Firms with the most CFP professionals in Macon
Patton Albertson Miller Group, LLC 3Creative Planning 2Beall Financial Planning, Inc. 1Christy Capital Management, Inc. 1LPL Financial LLC 1MML Investors Services, LLC 1Northwestern Mutual Investment Services, LLC 1Stifel, Nicolaus & Company, Incorporated 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 14Johns Creek 10Albany 9Buford 9Rome 9
Questions
How many CFP financial advisors are in Macon, GA?
11 SEC-registered investment adviser representatives at firm offices in Macon, Georgia list the CFP designation; Patton Albertson Miller Group, 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 Macon?
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.