Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Sugar Hill, GA

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

3 CFP professionals work in Sugar Hill; the most are at Onedigital (1). 1 are also registered broker representatives.

CFP advisors in Sugar Hill, A to Z

Every advisor in Sugar Hill →

Robert C. JoynerRBC Capital Markets, LLC · Certified Financial Planner
Tiberiu T. MarianShadowbrook Private Wealth LLC · Certified Financial Planner
Victor A. SalazarOnedigital · Certified Financial Planner

Firms with the most CFP professionals in Sugar Hill

Onedigital 1 RBC Capital Markets, LLC 1 Shadowbrook Private Wealth LLC 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 Sugar Hill, GA?

3 SEC-registered investment adviser representatives at firm offices in Sugar Hill, Georgia list the CFP designation; Onedigital 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 Sugar Hill?

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.