Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Bartlett, TN

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

The short answer

3 CFP professionals work in Bartlett; the most are at Edward Jones (2). 2 are also registered broker representatives.

CFP advisors in Bartlett, A to Z

Every advisor in Bartlett →

Jeffery A. AvantEdward Jones · Certified Financial Planner
Grant R. HallFruitful · Certified Financial Planner
John L. KellerEdward Jones · Certified Financial Planner

Firms with the most CFP professionals in Bartlett

Edward Jones 2 Fruitful 1

CFP advisors in other Tennessee cities

All of Tennessee →

Franklin 178 Nashville 143 Knoxville 133 Memphis 127 Brentwood 102 Chattanooga 62 Germantown 33 Johnson City 24 Murfreesboro 21 Collierville 13 Jackson 12 Kingsport 12 Cookeville 9 Columbia 8 Hendersonville 8 Lebanon 7 Spring Hill 7 Gallatin 6 Hixson 6 Maryville 6 Morristown 6 Cordova 5 Mount Juliet 5 Tullahoma 5

Questions

How many CFP financial advisors are in Bartlett, TN?

3 SEC-registered investment adviser representatives at firm offices in Bartlett, Tennessee list the CFP designation; Edward Jones employs the most of them (2).

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 Bartlett?

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.