Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Savannah, GA
Every SEC-registered financial advisor at a firm office in Savannah who lists the Certified Financial Planner designation, A to Z.
38 CFP professionals work in Savannah; the most are at Sound View Wealth Advisors Group, LLC (5). 23 are also registered broker representatives.
CFP advisors in Savannah, A to Z
Every advisor in Savannah →- Mark I. AllenBull Street Advisors · Certified Financial Planner
- Emile J. BabinGibbs Wealth Management, LLC · Certified Financial Planner
- John A. BaldiAmeriprise Financial Services, LLC · Certified Financial Planner
- John P. BergerWells Fargo Clearing Services, LLC · Certified Financial Planner
- Kelly L. BouchillonSound View Wealth Advisors Group, LLC · Certified Financial Planner
- Melissa K. BouchillonSound View Wealth Advisors Group, LLC · Certified Financial Planner
- Patrick J. BrooksLPL Financial LLC · Certified Financial Planner
- Royce A. BurnsRaymond James & Associates, Inc. · Certified Financial Planner
- Robert CampbellCommonwealth Financial Network · Certified Financial Planner
- Michael C. DayoubAlpha Financial Management, Inc. · Certified Financial Planner
- Nathan R. DurhamWells Fargo Clearing Services, LLC · Certified Financial Planner
- Kyle B. DwyerSouthstate Private Capital Management LLC · Certified Financial Planner
- John F. EvansSageguard Financial Group, LLC · Certified Financial Planner
- Christopher P. FrohnWells Fargo Clearing Services, LLC · Certified Financial Planner
- Kimberly C. GoodKcg Investment Advisory Services LLC · Certified Financial Planner, Chartered Financial Consultant
- Oscar E. Ham IIISound View Wealth Advisors Group, LLC · Certified Financial Planner
- Jeffrey A. HeederMorgan Stanley · Certified Financial Planner
- Joshua S. HeglandSound View Wealth Advisors Group, LLC · Certified Financial Planner
- Christopher M. HooverEdward Jones · Certified Financial Planner
- Marvin W. JacksonAbacus Wealth Factors, LLC · Certified Financial Planner
- Brandon JamesStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Brianna KerekesEdward Jones · Certified Financial Planner
- Justin M. KohlerThe Fiduciary Group · Certified Financial Planner
- Seth KovenskyLPL Financial LLC · Certified Financial Planner
- Christopher H. LaneStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Anthony A. MartinValmark Advisers, Inc. · Certified Financial Planner
- Michael R. McLeodThe Fiduciary Group · Certified Financial Planner
- John O'Rourke IIIMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Justin ParkerMorgan Stanley · Certified Financial Planner
- Marty A. PhillipsStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Kyle D. PowersThe Fiduciary Group · Certified Financial Planner
- Robert R. ProssWells Fargo Clearing Services, LLC · Certified Financial Planner
- Casey J. RobertsMorgan Stanley · Certified Financial Planner
- Momodou B. SenghoreEdward Jones · Certified Financial Planner
- Mark SilversSound View Wealth Advisors Group, LLC · Certified Financial Planner
- Raymond Q. SingletaryWassaw Sound Management, LLC · Certified Financial Planner
- Barbara P. TreadwellOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Matthew J. Whelan Jr.MML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
Firms with the most CFP professionals in Savannah
Sound View Wealth Advisors Group, LLC 5Wells Fargo Clearing Services, LLC 4Edward Jones 3Morgan Stanley 3Stifel, Nicolaus & Company, Incorporated 3The Fiduciary Group 3LPL Financial LLC 2Abacus Wealth Factors, LLC 1Alpha Financial Management, Inc. 1Ameriprise Financial Services, LLC 1Bull Street Advisors 1Commonwealth Financial Network 1Gibbs Wealth Management, LLC 1Kcg Investment Advisory Services LLC 1M3 Advisors, LLC 1
CFP advisors in other Georgia cities
All of Georgia →Atlanta 767Alpharetta 159Marietta 52Athens 39Roswell 31Woodstock 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 Savannah, GA?
38 SEC-registered investment adviser representatives at firm offices in Savannah, Georgia list the CFP designation; Sound View Wealth Advisors Group, LLC 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 Savannah?
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.