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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Marietta, GA

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

52 CFP professionals work in Marietta; the most are at Edward Jones (8). 29 are also registered broker representatives.

CFP advisors in Marietta, A to Z

Every advisor in Marietta →

Firms with the most CFP professionals in Marietta

Edward Jones 8Marietta Wealth Management, LLC 4LPL Financial LLC 3Osaic Wealth, Inc. 3Cambridge Investment Research Advisors, Inc. 2Newedge Advisors 2Wells Fargo Advisors Financial Network, LLC 2Wells Fargo Clearing Services, LLC 2Wiser Wealth Management, Inc. 2Alera Investment Advisors, LLC 1Allworth Financial, L.P. 1American Financial Advisors, LLC. 1Applied Wealth Management 1Baer Wealth Management 1Bey-Douglas, LLC Investment Counsel 1

CFP advisors in other Georgia cities

All of Georgia →

Atlanta 767Alpharetta 159Athens 39Savannah 38Roswell 31Woodstock 29Sandy Springs 28Augusta 25Kennesaw 25Peachtree City 25Columbus 23Decatur 23Duluth 19Gainesville 19Watkinsville 18Cumming 16Suwanee 16Milton 15Peachtree Corners 14Macon 11Johns Creek 10Albany 9Buford 9Rome 9

Questions

How many CFP financial advisors are in Marietta, GA?

52 SEC-registered investment adviser representatives at firm offices in Marietta, Georgia list the CFP designation; Edward Jones employs the most of them (8).

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 Marietta?

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.