Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Columbia, TN
Every SEC-registered financial advisor at a firm office in Columbia who lists the Certified Financial Planner designation, A to Z.
8 CFP professionals work in Columbia; the most are at Edward Jones (2). 7 are also registered broker representatives.
CFP advisors in Columbia, A to Z
Every advisor in Columbia →- Nicholas G. BeckEdward Jones · Certified Financial Planner
- Glenn E. CampbellAmeriprise Financial Services, LLC · Certified Financial Planner
- Weisley Frazier Jr.Raymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Jeremy R. GeorgeLPL Financial LLC · Certified Financial Planner
- Andrew M. ParkerRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Charles E. PlunkettEdward Jones · Certified Financial Planner
- Montee A. SneedOsaic Wealth, Inc. · Certified Financial Planner
- Andrew R. VarnedoeEversource Wealth Advisors, LLC · Certified Financial Planner
Firms with the most CFP professionals in Columbia
Edward Jones 2Ameriprise Financial Services, LLC 1Eversource Wealth Advisors, LLC 1LPL Financial LLC 1Osaic Wealth, Inc. 1Raymond James Financial Services Advisors, Inc. 1Robert W. Baird & Co. Incorporated 1
CFP advisors in other Tennessee cities
All of Tennessee →Franklin 178Nashville 143Knoxville 133Memphis 127Brentwood 102Chattanooga 62Germantown 33Johnson City 24Murfreesboro 21Collierville 13Jackson 12Kingsport 12Cookeville 9Hendersonville 8Lebanon 7Spring Hill 7Gallatin 6Hixson 6Maryville 6Morristown 6Cordova 5Mount Juliet 5Tullahoma 5Clarksville 4
Questions
How many CFP financial advisors are in Columbia, TN?
8 SEC-registered investment adviser representatives at firm offices in Columbia, 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 Columbia?
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.