Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Stockbridge, GA

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

4 CFP professionals work in Stockbridge; the most are at Captrust (3). 4 are also registered broker representatives.

CFP advisors in Stockbridge, A to Z

Every advisor in Stockbridge →

Matthew S. GodleskiCaptrust · Certified Financial Planner, Chartered Financial Analyst
Jonathan S. HunterCaptrust · Certified Financial Planner
Patrick J. PlunkettCaptrust · Certified Financial Planner
Paul D. RippaEdward Jones · Certified Financial Planner, Chartered Financial Consultant

Firms with the most CFP professionals in Stockbridge

Captrust 3 Edward Jones 1

CFP advisors in other Georgia cities

All of Georgia →

Atlanta 767 Alpharetta 159 Marietta 52 Athens 39 Savannah 38 Roswell 31 Woodstock 29 Sandy Springs 28 Augusta 25 Kennesaw 25 Peachtree City 25 Columbus 23 Decatur 23 Duluth 19 Gainesville 19 Watkinsville 18 Cumming 16 Suwanee 16 Milton 15 Peachtree Corners 14 Macon 11 Johns Creek 10 Albany 9 Buford 9

Questions

How many CFP financial advisors are in Stockbridge, GA?

4 SEC-registered investment adviser representatives at firm offices in Stockbridge, Georgia list the CFP designation; Captrust employs the most of them (3).

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 Stockbridge?

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.