Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Peachtree City, GA
Every SEC-registered financial advisor at a firm office in Peachtree City who lists the Certified Financial Planner designation, A to Z.
The short answer
23 CFP professionals work in Peachtree City; the most are at Edward Jones (4). 15 are also registered broker representatives.
CFP advisors in Peachtree City, A to Z
Every advisor in Peachtree City →- Lance S. BarnesWells Fargo Advisors Financial Network, LLC · Certified Financial Planner, Chartered Financial Consultant
- Robert S. BurkholderRoot Financial Partners · Certified Financial Planner
- Craig A. CarrollRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Shaun M. CrawleyLPL Financial LLC · Certified Financial Planner
- Barry G. EllisWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Cooper HelmEdward Jones · Certified Financial Planner
- Christian F. LaaseIntegrity Alliance, LLC. · Certified Financial Planner
- Andrew J. LangdonVetworth · Certified Financial Planner
- Charles J. Lewandowski Sr.Capital Analysts · Certified Financial Planner
- Michael S. Martin IIEdward Jones · Certified Financial Planner
- Mark R. MatuliaOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Shawn C. MercerCetera Investment Advisers LLC · Certified Financial Planner
- Sidney B. MeriweatherPandowealth. LLC · Certified Financial Planner
- Patrick J. MichelEdward Jones · Certified Financial Planner
- Kevin B. MillerMorgan Stanley · Certified Financial Planner
- James A. MothorpeCapital Investment Advisory Services, LLC · Certified Financial Planner
- Desmond P. QuigleyQuigley Financial LLC · Certified Financial Planner
- Renee C. SerenciCommonwealth Financial Network · Certified Financial Planner
- Preston C. SharpeWaverly Advisors, LLC · Certified Financial Planner
- Thomas W. SmithTom Smith Financial Advisor · Certified Financial Planner
- Bruce T. SutherlandEdward Jones · Certified Financial Planner
- Andrew J. ToeringQm Advisors LLC · Certified Financial Planner
- Joseph S. YoonQm Advisors LLC · Certified Financial Planner
Firms with the most CFP professionals in Peachtree City
Edward Jones 4Qm Advisors LLC 2Wells Fargo Advisors Financial Network, LLC 2Capital Analysts 1Capital Investment Advisory Services, LLC 1Cetera Investment Advisers LLC 1Commonwealth Financial Network 1Fapa Advisory Services Team (Fast) 1Integrity Alliance, LLC. 1LPL Financial LLC 1Morgan Stanley 1Osaic Wealth, Inc. 1Pandowealth. LLC 1Quigley Financial LLC 1Raymond James Financial Services Advisors, Inc. 1
CFP advisors in other Georgia cities
All of Georgia →Atlanta 767Alpharetta 160Marietta 54Athens 42Savannah 39Roswell 32Woodstock 29Sandy Springs 28Augusta 27Kennesaw 27Decatur 23Gainesville 20Columbus 19Cumming 19Duluth 16Milton 16Suwanee 16Peachtree Corners 15Watkinsville 15Johns Creek 10Macon 10Buford 9Fayetteville 9Newnan 9
Questions
How many CFP financial advisors are in Peachtree City, GA?
23 SEC-registered investment adviser representatives at firm offices in Peachtree City, Georgia list the CFP designation; Edward Jones 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 Peachtree City?
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.