Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Germantown, TN
Every SEC-registered financial advisor at a firm office in Germantown who lists the Certified Financial Planner designation, A to Z.
33 CFP professionals work in Germantown; the most are at Cetera Investment Advisers LLC (5). 26 are also registered broker representatives.
CFP advisors in Germantown, A to Z
Every advisor in Germantown →- William N. AbrahamRBC Capital Markets, LLC · Certified Financial Planner
- John P. AndersonCypress Wealth Management, LLC · Certified Financial Planner
- John J. BarriosOsaic Wealth, Inc. · Certified Financial Planner
- Scott R. BendureRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- William D. BillingsleyLPL Financial LLC · Certified Financial Planner
- James M. CousinsSilverleafe Capital Partners, LLC · Certified Financial Planner
- Jacob W. DotsonStrategic Advisers LLC · Certified Financial Planner
- Garrett M. EastMML Investors Services, LLC · Certified Financial Planner
- James B. EvansBenjamin F. Edwards & Company, Inc. · Certified Financial Planner
- George A. FowlerFirst Heartland Consultants, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Jerome FranklinWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Harper H. GoodeLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Gary S. HallCharles Schwab & Co., Inc. · Certified Financial Planner
- Christopher S. HebertRBC Capital Markets, LLC · Certified Financial Planner
- Teri L. HirtCetera Investment Advisers LLC · Certified Financial Planner
- Derrik J. HubbardThe Stewardship Solution · Certified Financial Planner
- Betsy H. HutchinsForward Financial Planning · Certified Financial Planner
- Jeremy T. JonesCetera Investment Advisers LLC · Certified Financial Planner
- Gregory S. JordanCetera Investment Advisers LLC · Certified Financial Planner
- Cheryl R. KelleyCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- James K. KillebrewCharles Schwab & Co., Inc. · Certified Financial Planner
- Broc P. KreitzSilverleafe Capital Partners, LLC · Certified Financial Planner
- Wesley H. LaceyAmeriprise Financial Services, LLC · Certified Financial Planner
- Ryan K. MurrayStrategic Advisers LLC · Certified Financial Planner
- Neha PandeMercer Global Advisors Inc. · Certified Financial Planner
- Michael V. Powell IICetera Investment Advisers LLC · Certified Financial Planner
- Lindsey D. RheaLPL Financial LLC · Certified Financial Planner
- John T. ShamblinOsaic Wealth, Inc. · Certified Financial Planner
- James H. ShoemakerCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Byron L. StuddardStuddard Financial, LLC · Certified Financial Planner
- Cliff C. SulcerStrategic Advisers LLC · Certified Financial Planner
- Matthew J. SyronEdward Jones · Certified Financial Planner
- Daniel E. TreharneStrategic Advisers LLC · Certified Financial Planner
Firms with the most CFP professionals in Germantown
Cetera Investment Advisers LLC 5Strategic Advisers LLC 4LPL Financial LLC 3Charles Schwab & Co., Inc. 2Osaic Wealth, Inc. 2RBC Capital Markets, LLC 2Silverleafe Capital Partners, LLC 2Ameriprise Financial Services, LLC 1Benjamin F. Edwards & Company, Inc. 1Cambridge Investment Research Advisors, Inc. 1Cypress Wealth Management, LLC 1Edward Jones 1First Heartland Consultants, Inc. 1Forward Financial Planning 1MML Investors Services, LLC 1
CFP advisors in other Tennessee cities
All of Tennessee →Franklin 178Nashville 143Knoxville 133Memphis 127Brentwood 102Chattanooga 62Johnson 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 Germantown, TN?
33 SEC-registered investment adviser representatives at firm offices in Germantown, Tennessee list the CFP designation; Cetera Investment Advisers LLC employs the most of them (5).
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 Germantown?
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.