Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Collierville, TN
Every SEC-registered financial advisor at a firm office in Collierville who lists the Certified Financial Planner designation, A to Z.
13 CFP professionals work in Collierville; the most are at Edward Jones (3). 10 are also registered broker representatives.
CFP advisors in Collierville, A to Z
Every advisor in Collierville →- Charles AuerbachTlg Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Kevin S. BaltierEdward Jones · Certified Financial Planner
- William F. HancockOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Brad HarrisEdward Jones · Certified Financial Planner
- William L. Hays Jr.Wlh Management Co., Inc. · Certified Financial Planner
- David W. LoftonRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Bruce MartinTlg Advisors, Inc. · Certified Financial Planner
- David A. PicklerCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
- Pamela D. PittsLPL Financial LLC · Certified Financial Planner
- Michael J. ReillyLPL Financial LLC · Certified Financial Planner
- Brenda SeegerEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- James A. SegoSego Wealth Management, LLC · Certified Financial Planner
- Faustino TrevinoStrategic Advisers LLC · Certified Financial Planner
Firms with the most CFP professionals in Collierville
Edward Jones 3LPL Financial LLC 2Tlg Advisors, Inc. 2Commonwealth Financial Network 1Osaic Wealth, Inc. 1Raymond James Financial Services Advisors, Inc. 1Sego Wealth Management, LLC 1Strategic Advisers LLC 1Wlh Management Co., Inc. 1
CFP advisors in other Tennessee cities
All of Tennessee →Franklin 178Nashville 143Knoxville 133Memphis 127Brentwood 102Chattanooga 62Germantown 33Johnson City 24Murfreesboro 21Jackson 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 Collierville, TN?
13 SEC-registered investment adviser representatives at firm offices in Collierville, Tennessee list the CFP designation; Edward Jones 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 Collierville?
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.