Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Johnson City, TN
Every SEC-registered financial advisor at a firm office in Johnson City who lists the Certified Financial Planner designation, A to Z.
24 CFP professionals work in Johnson City; the most are at Edward Jones (6). 14 are also registered broker representatives.
CFP advisors in Johnson City, A to Z
Every advisor in Johnson City →- Candice L. ChandleyLPL Financial LLC · Certified Financial Planner
- David M. DauEdward Jones · Certified Financial Planner
- Barbara E. DeitelGuardian Wealth Advisors, LLC · Certified Financial Planner
- Larry A. EllisValues First Advisors, Inc. · Certified Financial Planner
- Tara B. FindlayLPL Financial LLC · Certified Financial Planner
- Richard M. HaneyEdward Jones · Certified Financial Planner
- Bryan W. HawkEdward Jones · Certified Financial Planner
- Joseph M. HolifieldEdward Jones · Certified Financial Planner
- Howard O. HuntEdward Jones · Certified Financial Planner
- Justin A. LesterAllied Investments · Certified Financial Planner
- David L. MauriceWorthwhile Wealth Council · Certified Financial Planner
- David R. McCainLPL Financial LLC · Certified Financial Planner
- Michael S. MerrittEdward Jones · Certified Financial Planner
- James L. MotteGuardian Wealth Management, LLC · Certified Financial Planner
- Benjamin P. NunnValues First Advisors, Inc. · Certified Financial Planner
- Myra A. O'DellBcs Wealth Management, LLC · Certified Financial Planner
- David F. PaduchUBS Financial Services Inc. · Certified Financial Planner
- Gregory G. Schuette Sr.Stifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Alexander D. SwatzellUBS Financial Services Inc. · Certified Financial Planner
- Benjamin D. Talley IICambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Clifford J. TaylorValues First Advisors, Inc. · Certified Financial Planner
- Rebekah L. Taylor BurtonRoan Capital Partners · Certified Financial Planner
- Matthew J. TrivettLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Phillip A. WorleyWorthwhile Wealth Council · Certified Financial Planner
Firms with the most CFP professionals in Johnson City
Edward Jones 6LPL Financial LLC 4Values First Advisors, Inc. 3UBS Financial Services Inc. 2Worthwhile Wealth Council 2Allied Investments 1Bcs Wealth Management, LLC 1Cambridge Investment Research Advisors, Inc. 1Guardian Wealth Advisors, LLC 1Guardian Wealth Management, LLC 1Roan Capital Partners 1Stifel, Nicolaus & Company, Incorporated 1Worthwhile Wealth 1
CFP advisors in other Tennessee cities
All of Tennessee →Franklin 178Nashville 143Knoxville 133Memphis 127Brentwood 102Chattanooga 62Germantown 33Murfreesboro 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 Johnson City, TN?
24 SEC-registered investment adviser representatives at firm offices in Johnson City, Tennessee list the CFP designation; Edward Jones employs the most of them (6).
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 Johnson City?
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.