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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Sandy Springs, GA

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

28 CFP professionals work in Sandy Springs; the most are at Charles Schwab & Co., Inc. (5). 13 are also registered broker representatives.

CFP advisors in Sandy Springs, A to Z

Every advisor in Sandy Springs →

Firms with the most CFP professionals in Sandy Springs

Charles Schwab & Co., Inc. 5LPL Financial LLC 4Mariner 4Hc Advisors LLC 3Ameriprise Financial Services, LLC 21776 Wealth LLC 1Equity Services, Inc. 1Farther 1Hayes Wealth Advisors, LLC 1Hb Wealth 1Kv Financial Advice LLC 1Mercer Global Advisors Inc. 1Onedigital 1Raymond James Financial Services Advisors, Inc. 1Transition Planning & Guidance, LLC 1

CFP advisors in other Georgia cities

All of Georgia →

Atlanta 767Alpharetta 159Marietta 52Athens 39Savannah 38Roswell 31Woodstock 29Augusta 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 Sandy Springs, GA?

28 SEC-registered investment adviser representatives at firm offices in Sandy Springs, Georgia list the CFP designation; Charles Schwab & Co., Inc. employs the most of them (5).

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 Sandy Springs?

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.