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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Woodstock, GA

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

The short answer

29 CFP professionals work in Woodstock; the most are at Goodwin Investment Advisory (4). 15 are also registered broker representatives.

CFP advisors in Woodstock, A to Z

Every advisor in Woodstock →
  • Theodore R. ArchCambridge Investment Research Advisors, Inc. · Certified Financial Planner
  • Matthew AtwoodCetera Investment Advisers LLC · Certified Financial Planner
  • Kaitlyn M. BarnesFinancial Architects, LLC · Certified Financial Planner
  • Scott D. BechelyIndependent Financial Partners · Certified Financial Planner
  • Joseph M. Beckford IVGoodwin Investment Advisory · Certified Financial Planner
  • Raymond BrownGoodwin Investment Advisory · Certified Financial Planner
  • Thomas G. CloudThird Act Retirement Planning, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Shedrick D. CrawfordSei Investments Management Corp. · Certified Financial Planner
  • Troy S. DehoffEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • John T. DunnThe Strategic Financial Alliance, Inc. · Certified Financial Planner
  • Jason P. FlurryLegacy Partners Financial Group, LLC · Certified Financial Planner
  • Ivan A. GarciaEdward Jones · Certified Financial Planner
  • Timothy J. GoodwinGoodwin Investment Advisory · Certified Financial Planner
  • Michele A. GrantFinancial Enhancement Group · Certified Financial Planner
  • Patrick HardinAmeriprise Financial Services, LLC · Certified Financial Planner
  • Gary L. HolcombeIndependent Financial Partners · Certified Financial Planner
  • David E. HultstromFinancial Architects, LLC · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
  • Gary L. Hyde Jr.Shepherd Financial LLC · Certified Financial Planner
  • Geri L. LanningCpc Advisors, LLC · Certified Financial Planner
  • Travis J. LowisEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Amanda L. NeelyLegacy Partners Financial Group, LLC · Certified Financial Planner
  • Kenneth A. O'LearySurepath Financial Services, LLC · Certified Financial Planner
  • Brian E. OwensJ.P. Morgan Securities LLC · Certified Financial Planner
  • Michael C. PembertonKestra Advisory Services, LLC · Certified Financial Planner
  • Justin PitcockGoodwin Investment Advisory · Certified Financial Planner
  • Krista E. PritchettCpc Advisors, LLC · Certified Financial Planner
  • Anitha G. RaoFinancial Architects, LLC · Certified Financial Planner
  • William D. TurnerTurner Wealth Advisory · Certified Financial Planner, Chartered Financial Consultant
  • William C. WulfersRaymond James Financial Services Advisors, Inc. · Certified Financial Planner

Firms with the most CFP professionals in Woodstock

Goodwin Investment Advisory 4Edward Jones 3Financial Architects, LLC 3Cpc Advisors, LLC 2Independent Financial Partners 2Legacy Partners Financial Group, LLC 2Ameriprise Financial Services, LLC 1Cambridge Investment Research Advisors, Inc. 1Cetera Investment Advisers LLC 1Financial Enhancement Group 1J.P. Morgan Securities LLC 1Kestra Advisory Services, LLC 1Raymond James Financial Services Advisors, Inc. 1Sei Investments Management Corp. 1Shepherd Financial LLC 1

CFP advisors in other Georgia cities

All of Georgia →

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

Questions

How many CFP financial advisors are in Woodstock, GA?

29 SEC-registered investment adviser representatives at firm offices in Woodstock, Georgia list the CFP designation; Goodwin Investment Advisory 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 Woodstock?

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.