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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Smyrna, GA

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

5 CFP professionals work in Smyrna; the most are at Cambridge Investment Research Advisors, Inc. (1). 4 are also registered broker representatives.

CFP advisors in Smyrna, A to Z

Every advisor in Smyrna →
  • Lisa M. ArnoldCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Casey M. FieldEdward Jones · Certified Financial Planner
  • Aaron W. GainesGaines Capital Management · Certified Financial Planner
  • Lisa A. HawkLPL Financial LLC · Certified Financial Planner
  • Terry StoorStrategic Advisers LLC · Certified Financial Planner

Firms with the most CFP professionals in Smyrna

Cambridge Investment Research Advisors, Inc. 1Edward Jones 1Gaines Capital Management 1LPL Financial LLC 1Strategic Advisers LLC 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 15Peachtree Corners 14Macon 11Johns Creek 10Albany 9Buford 9

Questions

How many CFP financial advisors are in Smyrna, GA?

5 SEC-registered investment adviser representatives at firm offices in Smyrna, Georgia list the CFP designation; Cambridge Investment Research Advisors, Inc. 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 Smyrna?

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.