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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Roswell, GA

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

31 CFP professionals work in Roswell; the most are at Raymond James Financial Services Advisors, Inc. (4). 20 are also registered broker representatives.

CFP advisors in Roswell, A to Z

Every advisor in Roswell →

Firms with the most CFP professionals in Roswell

Raymond James Financial Services Advisors, Inc. 4Journey Beyond Wealth 3Commonwealth Financial Planners Inc. 2Edward Jones 2Wellspring Planning Group LLC 2Advisory Services Network 1Ameriprise Financial Services, LLC 1Asset Guidance Group, LLC 1Cetera Investment Advisers LLC 1Dba Olson Associates 1Dental Retirement Strategies, Inc. 1First Pitch Planning And Tax LLC 1Kestra Private Wealth Services, LLC 1LPL Financial LLC 1Mike Sena Advisors, Inc. 1

CFP advisors in other Georgia cities

All of Georgia →

Atlanta 767Alpharetta 159Marietta 52Athens 39Savannah 38Woodstock 29Sandy Springs 28Augusta 25Kennesaw 25Peachtree City 25Columbus 23Decatur 23Duluth 19Gainesville 19Watkinsville 18Cumming 16Suwanee 16Milton 15Peachtree Corners 14Macon 11Johns Creek 10Albany 9Buford 9Rome 9

Questions

How many CFP financial advisors are in Roswell, GA?

31 SEC-registered investment adviser representatives at firm offices in Roswell, Georgia list the CFP designation; Raymond James Financial Services Advisors, 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 Roswell?

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.