Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Gallatin, TN
Every SEC-registered financial advisor at a firm office in Gallatin who lists the Certified Financial Planner designation, A to Z.
The short answer
5 CFP professionals work in Gallatin; the most are at Edward Jones (2). 5 are also registered broker representatives.
CFP advisors in Gallatin, A to Z
Every advisor in Gallatin →- John C. EllettRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Brittany A. GreenwoodEdward Jones · Certified Financial Planner
- Linda MurphyEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- William D. PrestageOsaic Wealth, Inc. · Certified Financial Planner
- Darrell D. Woodcock Jr.LPL Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in Gallatin
Edward Jones 2LPL Financial LLC 1Osaic Wealth, Inc. 1Raymond James Financial Services Advisors, Inc. 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 7Hixson 6Maryville 6Morristown 6Cordova 5Mount Juliet 5Tullahoma 5Clarksville 4
Questions
How many CFP financial advisors are in Gallatin, TN?
5 SEC-registered investment adviser representatives at firm offices in Gallatin, 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 Gallatin?
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.