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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Brentwood, TN

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

The short answer

101 CFP professionals work in Brentwood; the most are at Captrust (16). 58 are also registered broker representatives.

CFP advisors in Brentwood, A to Z

Every advisor in Brentwood →

Firms with the most CFP professionals in Brentwood

Captrust 16LPL Financial LLC 11MML Investors Services, LLC 5Raymond James Financial Services Advisors, Inc. 4Seven Springs Wealth Group 4Tbh Global Asset Management, LLC 4Lbmc Investment Advisors, LLC 3Park Avenue Securities LLC 3The Burney Company 3Thoroughbred Financial Services, LLC 3Wells Fargo Clearing Services, LLC 3Afton Advisors, LLC 2Ball & Company 2Bradford Financial Center 2Edward Jones 2

CFP advisors in other Tennessee cities

All of Tennessee →

Franklin 178Nashville 143Knoxville 133Memphis 127Chattanooga 62Germantown 33Johnson City 24Murfreesboro 21Collierville 13Jackson 12Kingsport 12Cookeville 9Columbia 8Hendersonville 8Lebanon 7Spring Hill 7Gallatin 6Hixson 6Maryville 6Morristown 6Cordova 5Mount Juliet 5Tullahoma 5Clarksville 4

Questions

How many CFP financial advisors are in Brentwood, TN?

101 SEC-registered investment adviser representatives at firm offices in Brentwood, Tennessee list the CFP designation; Captrust employs the most of them (16).

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 Brentwood?

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.