Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Milton, GA
Every SEC-registered financial advisor at a firm office in Milton who lists the Certified Financial Planner designation, A to Z.
15 CFP professionals work in Milton; the most are at Jamison Private Wealth Management, Inc. (4). 1 are also registered broker representatives.
CFP advisors in Milton, A to Z
Every advisor in Milton →- Marcus A. AshworthBluechip Wealth Advisors LLC · Certified Financial Planner
- Benjamin G. Baldwin IIIResponsive Financial Group, Inc. · Certified Financial Planner
- Beau H. DavisBluechip Wealth Advisors LLC · Certified Financial Planner
- Christopher M. EddyBerkeley Capital Partners, LLC · Certified Financial Planner
- Robert P. JamisonJamison Private Wealth Management, Inc. · Certified Financial Planner
- Robert P. Jamison Jr.Jamison Private Wealth Management, Inc. · Certified Financial Planner
- Kenneth R. JohnsonEdward Jones · Certified Financial Planner
- Jeffrey M. JudayCreative Planning · Certified Financial Planner
- Erin E. MartinMrp Advisors, LLC · Certified Financial Planner
- Joseph S. McGuireCwm, LLC · Certified Financial Planner
- Jack MillerJamison Private Wealth Management, Inc. · Certified Financial Planner
- Daniel B. NewbergBerkeley Capital Partners, LLC · Certified Financial Planner
- Melanie F. RodrigueIfg Advisory, LLC · Certified Financial Planner
- Oscar J. SpainJamison Private Wealth Management, Inc. · Certified Financial Planner
- J Cameron ZabkoWesthollow Wealth Management · Certified Financial Planner
Firms with the most CFP professionals in Milton
Jamison Private Wealth Management, Inc. 4Berkeley Capital Partners, LLC 2Bluechip Wealth Advisors LLC 2Creative Planning 1Cwm, LLC 1Edward Jones 1Ifg Advisory, LLC 1Mrp Advisors, LLC 1Responsive Financial Group, Inc. 1Westhollow Wealth Management 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 16Peachtree Corners 14Macon 11Johns Creek 10Albany 9Buford 9Rome 9
Questions
How many CFP financial advisors are in Milton, GA?
15 SEC-registered investment adviser representatives at firm offices in Milton, Georgia list the CFP designation; Jamison Private Wealth Management, Inc. employs the most of them (4).
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 Milton?
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.