Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in St. Simons Island, GA
Every SEC-registered financial advisor at a firm office in St. Simons Island who lists the Certified Financial Planner designation, A to Z.
5 CFP professionals work in St. Simons Island; the most are at Newedge Advisors (4). 4 are also registered broker representatives.
CFP advisors in St. Simons Island, A to Z
Every advisor in St. Simons Island →- Joel A. BickmoreNewedge Advisors · Certified Financial Planner
- Mark E. DavisAmb Wealth, LLC · Certified Financial Planner
- Crystal T. GrooverNewedge Advisors · Certified Financial Planner, Chartered Financial Consultant
- Joshua C. HarperNewedge Advisors · Certified Financial Planner, Chartered Financial Consultant
- Russell C. Jacobs IIINewedge Advisors · Certified Financial Planner, Chartered Financial Consultant
Firms with the most CFP professionals in St. Simons Island
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 St. Simons Island, GA?
5 SEC-registered investment adviser representatives at firm offices in St. Simons Island, Georgia list the CFP designation; Newedge Advisors 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 St. Simons Island?
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.