Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Alcoa, TN
Every SEC-registered financial advisor at a firm office in Alcoa who lists the Certified Financial Planner designation, A to Z.
2 CFP professionals work in Alcoa; the most are at Alliance Wealth Management Partners LLC (1). 1 are also registered broker representatives.
CFP advisors in Alcoa, A to Z
Every advisor in Alcoa →- Lori H. BishopAlliance Wealth Management Partners LLC · Certified Financial Planner
- Brent L. TrenthamAmeriprise Financial Services, LLC · Certified Financial Planner
Firms with the most CFP professionals in Alcoa
Alliance Wealth Management Partners LLC 1Ameriprise Financial Services, LLC 1
CFP advisors in other Tennessee cities
All of Tennessee →Franklin 178Nashville 143Knoxville 133Memphis 127Brentwood 102Chattanooga 62Germantown 33Johnson City 24Murfreesboro 21Collierville 13Jackson 12Kingsport 12Cookeville 9Columbia 8Hendersonville 8Lebanon 7Spring Hill 7Gallatin 6Hixson 6Maryville 6Morristown 6Cordova 5Mount Juliet 5Tullahoma 5
Questions
How many CFP financial advisors are in Alcoa, TN?
2 SEC-registered investment adviser representatives at firm offices in Alcoa, Tennessee list the CFP designation; Alliance Wealth Management Partners LLC 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 Alcoa?
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.