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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Norcross, GA

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

The short answer

3 CFP professionals work in Norcross; the most are at Infinity Financial Wealth Management LLC (1). 2 are also registered broker representatives.

CFP advisors in Norcross, A to Z

Every advisor in Norcross →
  • Alysia BakerStrategic Advisers LLC · Certified Financial Planner
  • John E. DoverOsaic Wealth, Inc. · Certified Financial Planner
  • Latoya K. MaddoxInfinity Financial Wealth Management LLC · Certified Financial Planner

Firms with the most CFP professionals in Norcross

Infinity Financial Wealth Management LLC 1Osaic Wealth, Inc. 1Strategic Advisers 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 Norcross, GA?

3 SEC-registered investment adviser representatives at firm offices in Norcross, Georgia list the CFP designation; Infinity Financial Wealth Management 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 Norcross?

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.