Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Peachtree Corners, GA
Every SEC-registered financial advisor at a firm office in Peachtree Corners who lists the Certified Financial Planner designation, A to Z.
14 CFP professionals work in Peachtree Corners; the most are at MML Investors Services, LLC (4). 10 are also registered broker representatives.
CFP advisors in Peachtree Corners, A to Z
Every advisor in Peachtree Corners →- Purvi B. BhavsarMML Investors Services, LLC · Certified Financial Planner
- Matthew A. ChildsKestra Advisory Services, LLC · Certified Financial Planner
- Jared S. HecoxEdward Jones · Certified Financial Planner
- Hyungghee KimMML Investors Services, LLC · Certified Financial Planner
- Bradden R. KluesnerEdward Jones · Certified Financial Planner
- Eunie Y. LeeMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Manoj MadhavanOxford Chase Advisors LLC · Certified Financial Planner, Chartered Financial Analyst
- Michael A. MastersNewedge Advisors · Certified Financial Planner
- Jeffrey D. McClenningThe Strategic Financial Alliance, Inc. · Certified Financial Planner
- John R. Morris Jr.MML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- John S. PetersonCorners Financial Planning, LLC · Certified Financial Planner, Chartered Financial Consultant
- Laurence M. WajsmanLPL Financial LLC · Certified Financial Planner
- Noah B. WilliamsApollon Wealth Management, LLC · Certified Financial Planner
- Robert YuApollon Wealth Management, LLC · Certified Financial Planner
Firms with the most CFP professionals in Peachtree Corners
MML Investors Services, LLC 4Apollon Wealth Management, LLC 2Edward Jones 2Corners Financial Planning, LLC 1Kestra Advisory Services, LLC 1LPL Financial LLC 1Newedge Advisors 1Oxford Chase Advisors LLC 1The Strategic Financial Alliance, Inc. 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 15Macon 11Johns Creek 10Albany 9Buford 9Rome 9
Questions
How many CFP financial advisors are in Peachtree Corners, GA?
14 SEC-registered investment adviser representatives at firm offices in Peachtree Corners, Georgia list the CFP designation; MML Investors Services, LLC 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 Corners?
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.