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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Peachtree Cty, GA

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

The short answer

1 CFP advisor work in Peachtree Cty; the most are at Northwestern Mutual Investment Services, LLC (1). 1 are also registered broker representatives.

CFP advisors in Peachtree Cty, A to Z

Every advisor in Peachtree Cty →
  • Steven L. HaleNorthwestern Mutual Investment Services, LLC · Certified Financial Planner

Firms with the most CFP professionals in Peachtree Cty

Northwestern Mutual Investment Services, LLC 1

CFP advisors in other Georgia cities

All of Georgia →

Atlanta 767Alpharetta 160Marietta 54Athens 42Savannah 39Roswell 32Woodstock 29Sandy Springs 28Augusta 27Kennesaw 27Decatur 23Peachtree City 23Gainesville 20Columbus 19Cumming 19Duluth 16Milton 16Suwanee 16Peachtree Corners 15Watkinsville 15Johns Creek 10Macon 10Buford 9Fayetteville 9

Questions

How many CFP financial advisors are in Peachtree Cty, GA?

1 SEC-registered investment adviser representatives at firm offices in Peachtree Cty, Georgia list the CFP designation; Northwestern Mutual Investment Services, 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 Peachtree Cty?

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.