Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Suwanee, GA
Every SEC-registered financial advisor at a firm office in Suwanee who lists the Certified Financial Planner designation, A to Z.
16 CFP professionals work in Suwanee; the most are at LPL Financial LLC (4). 11 are also registered broker representatives.
CFP advisors in Suwanee, A to Z
Every advisor in Suwanee →- Bradley S. BargerWeaver Capital Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Derek H. BellLegacy Planning Advisors, LLC · Certified Financial Planner
- John D. ColegroveLPL Financial LLC · Certified Financial Planner
- Christopher W. CushmanLegacy Planning Advisors, LLC · Certified Financial Planner
- Charles L. Frazier IIIOsaic Wealth, Inc. · Certified Financial Planner
- Peter L. GeckelerLegacy Planning Advisors, LLC · Certified Financial Planner
- Raymond J. Godleski IIIOsaic Wealth, Inc. · Certified Financial Planner
- Jerome T. HansenLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Derek M. LawsonLPL Financial LLC · Certified Financial Planner
- James B. MorrisThe Lloyd Advisory Group · Certified Financial Planner
- Lawrence J. RoemerCetera Investment Advisers LLC · Certified Financial Planner
- Elijah Levi S. SheffieldLPL Financial LLC · Certified Financial Planner
- Dewitt T. Weaver IIIWeaver Capital Management, LLC · Certified Financial Planner
- Jeffrey E. WilsonWilson Financial Group, LLC · Certified Financial Planner
- Edward F. WiseOsaic Wealth, Inc. · Certified Financial Planner
- Steven O. WykoffMersereau, Lazenby & Rockas, L.L.C. · Certified Financial Planner
Firms with the most CFP professionals in Suwanee
LPL Financial LLC 4Legacy Planning Advisors, LLC 3Osaic Wealth, Inc. 3Weaver Capital Management, LLC 2Cetera Investment Advisers LLC 1Mersereau, Lazenby & Rockas, L.L.C. 1Mpwm Advisory Solutions LLC 1The Lloyd Advisory Group 1Wilson Financial Group, 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 16Milton 15Peachtree Corners 14Macon 11Johns Creek 10Albany 9Buford 9Rome 9
Questions
How many CFP financial advisors are in Suwanee, GA?
16 SEC-registered investment adviser representatives at firm offices in Suwanee, Georgia list the CFP designation; LPL Financial LLC 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 Suwanee?
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.