Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Watkinsville, GA
Every SEC-registered financial advisor at a firm office in Watkinsville who lists the Certified Financial Planner designation, A to Z.
18 CFP professionals work in Watkinsville; the most are at Prime Capital Financial (3). 11 are also registered broker representatives.
CFP advisors in Watkinsville, A to Z
Every advisor in Watkinsville →- Mason C. BachelorStrategic Blueprint, LLC · Certified Financial Planner
- Michael L. BurnsRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Kevin W. FrutigerAmeriprise Financial Services, LLC · Certified Financial Planner
- Kyle C. GainesPrime Capital Financial · Certified Financial Planner
- Stephen R. HulseyLPL Financial LLC · Certified Financial Planner
- Joseph B. Hurley VGreen Wing Financial Solutions LLC · Certified Financial Planner
- Randolph P. Kent IIIEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Erin J. KruegerRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Taylor S. ManryPrime Capital Financial · Certified Financial Planner
- Joseph G. MaxeyTrademark Capital Management Inc. · Certified Financial Planner
- Ralph A. McClungArch Partners Wealth Management, Inc. · Certified Financial Planner
- Mindy OglesbyOglesby Wealth Strategies, LLC · Certified Financial Planner
- Jason B. PiperLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Alan M. PoseySynovus Securities, Inc. · Certified Financial Planner
- Jeffrey R. PurdonRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Raymond A. ReynoldsAfs Wealth Management LLC · Certified Financial Planner
- Connor M. SiegelskiElwood & Goetz · Certified Financial Planner
- Adam C. WilsonPrime Capital Financial · Certified Financial Planner
Firms with the most CFP professionals in Watkinsville
Prime Capital Financial 3Raymond James Financial Services Advisors, Inc. 3LPL Financial LLC 2Afs Wealth Management LLC 1Ameriprise Financial Services, LLC 1Arch Partners Wealth Management, Inc. 1Edward Jones 1Elwood & Goetz 1Green Wing Financial Solutions LLC 1Oglesby Wealth Strategies, LLC 1Strategic Blueprint, LLC 1Synovus Securities, Inc. 1Trademark Capital Management Inc. 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 19Cumming 16Suwanee 16Milton 15Peachtree Corners 14Macon 11Johns Creek 10Albany 9Buford 9Rome 9
Questions
How many CFP financial advisors are in Watkinsville, GA?
18 SEC-registered investment adviser representatives at firm offices in Watkinsville, Georgia list the CFP designation; Prime Capital Financial 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 Watkinsville?
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.