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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Memphis, TN

Every SEC-registered financial advisor at a firm office in Memphis who lists the Certified Financial Planner designation, A to Z.

127 CFP professionals work in Memphis; the most are at Legacy Wealth Management, LLC (11). 51 are also registered broker representatives.

CFP advisors in Memphis, A to Z

Every advisor in Memphis →
  • William D. AllenRed Door Wealth Management, LLC · Certified Financial Planner
  • Lawson S. ArneyRaymond James & Associates, Inc. · Certified Financial Planner
  • Shelly H. BakerCoastal Bridge Advisors · Certified Financial Planner
  • Lynn H. Ballinger IIIMML Investors Services, LLC · Certified Financial Planner
  • Brian D. BartholWilliam Howard & Co. Financial Advisors, Inc. · Certified Financial Planner
  • Michael Bartlett Jr.Coastal Bridge Advisors · Certified Financial Planner
  • Wade BilbreyMariner · Certified Financial Planner
  • Robert F. BirdMercer Global Advisors Inc. · Certified Financial Planner
  • William A. BizotWells Fargo Clearing Services, LLC · Certified Financial Planner
  • Joshua D. BlackPrivate Advisor Group, LLC · Certified Financial Planner
  • Raymond W. BrandonBrandon Financial Planning, Inc. · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
  • Virginia BrewerUnited Capital Financial Advisors · Certified Financial Planner
  • Brandon A. ByrdDelta Asset Management, LLC · Certified Financial Planner
  • Holley G. CaryLPL Financial LLC · Certified Financial Planner
  • James A. ChaneyDuncan Williams Asset Management, LLC · Certified Financial Planner
  • Clayton J. ChapmanEnvision Financial Planning, LLC · Certified Financial Planner
  • Chirag D. ChauhanLPL Financial LLC · Certified Financial Planner
  • James R. ColeMariner · Certified Financial Planner, Chartered Financial Consultant
  • Jerry I. CorlessMML Investors Services, LLC · Certified Financial Planner
  • Jacob A. CothranCothran Capital, LLC · Certified Financial Planner
  • W. C. CurzonLPL Financial LLC · Certified Financial Planner
  • Emily M. DaffernerReliant Investment Management, LLC · Certified Financial Planner
  • Peter J. DaleRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Gregory O. DavisRbg Wealth Advisors LLC · Certified Financial Planner
  • Michael DeutschUnited Capital Financial Advisors · Certified Financial Planner
  • Brian K. DouglasAmeriprise Financial Services, LLC · Certified Financial Planner
  • Leslie H. DrummondSummit Asset Management LLC · Certified Financial Planner
  • John A. DunhamHhm Wealth Advisors, LLC · Certified Financial Planner
  • Jacob G. EasonDuncan Williams Asset Management, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Timothy W. Ellis Jr.Rbg Wealth Advisors LLC · Certified Financial Planner, Personal Financial Specialist
  • Marcus E. EspositoMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Lauren A. EstesIndependent Financial Group, LLC · Certified Financial Planner
  • Kathleen FishKestra Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Jeremy S. ForbisCapital Analysts · Certified Financial Planner
  • Eric C. FountainRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Jason B. FrazierMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Scott C. GilesAmeriprise Financial Services, LLC · Certified Financial Planner
  • Ralph E. GillentineLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Stephanie L. GoetschKelman Lazarov Inc. · Certified Financial Planner
  • Sean E. GouldCoastal Bridge Advisors · Certified Financial Planner, Personal Financial Specialist
  • Kyle H. GowenDuncan Williams Asset Management, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Robert J. GrahamCoastal Bridge Advisors · Certified Financial Planner
  • Perry J. GreenCoastal Bridge Advisors · Certified Financial Planner, Personal Financial Specialist, Chartered Financial Analyst
  • Jeff W. GrimmLPL Financial LLC · Certified Financial Planner
  • Lauran GuijarroEdward Jones · Certified Financial Planner
  • David E. HaddadRaymond James & Associates, Inc. · Certified Financial Planner
  • Lyndsey W. HarmonUBS Financial Services Inc. · Certified Financial Planner
  • John R. HarrellTd Capital Management LLC · Certified Financial Planner
  • Jay L. HealyBeacon Pointe Advisors, LLC · Certified Financial Planner
  • Lance W. HollingsworthSummit Asset Management LLC · Certified Financial Planner
  • Lukas B. HooperCoastal Bridge Advisors · Certified Financial Planner
  • Craig R. HowardValmark Advisers, Inc. · Certified Financial Planner
  • William B. Howard Jr.William Howard & Co. Financial Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Stacey S. HydeEnvision Financial Planning, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Brienne S. JacksonLegacy Wealth Management, LLC · Certified Financial Planner
  • Kerry A. JacksonKestra Advisory Services, LLC · Certified Financial Planner
  • E C. JalenakLegacy Wealth Management, LLC · Certified Financial Planner
  • Richard A. JonesMML Investors Services, LLC · Certified Financial Planner
  • Larry W. KarbanNations Financial Group, Inc. · Certified Financial Planner
  • Owen A. KeithCreative Planning · Certified Financial Planner
  • Martin S. KelmanKelman Lazarov Inc. · Certified Financial Planner
  • Gary L. Kieffner Jr.Brandon Financial Planning, Inc. · Certified Financial Planner
  • Brian P. KinneyKestra Advisory Services, LLC · Certified Financial Planner
  • Peyton W. KlawinskiRed Door Wealth Management, LLC · Certified Financial Planner
  • Nancy L. KnousLPL Financial LLC · Certified Financial Planner
  • Andrew J. KratzCreative Planning · Certified Financial Planner, Chartered Financial Analyst
  • Christopher L. LacyTd Capital Management LLC · Certified Financial Planner
  • John N. LaughlinSummit Asset Management LLC · Certified Financial Planner
  • Elian E. LevatinoLPL Financial LLC · Certified Financial Planner
  • Rebecca Y. LinRaymond James & Associates, Inc. · Certified Financial Planner
  • Mark C. LoftisMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • April R. LoweryKelman Lazarov Inc. · Certified Financial Planner
  • Soleil K. LumSummit Asset Management LLC · Certified Financial Planner
  • William M. MarinoMML Investors Services, LLC · Certified Financial Planner
  • Abigail MartinBrandon Financial Planning, Inc. · Certified Financial Planner
  • Nathaniel D. MayerEnvision Financial Planning, LLC · Certified Financial Planner
  • William W. MayerRaymond James & Associates, Inc. · Certified Financial Planner
  • Lindsey B. MazzolaLegacy Wealth Management, LLC · Certified Financial Planner
  • Jonathan D. McAlisterKimery Wealth Management, LLC · Certified Financial Planner
  • Lukas J. McCallaKelman Lazarov Inc. · Certified Financial Planner
  • Eric A. McCullyCambridge Investment Research Advisors, Inc. · Certified Financial Planner
  • Duncan L. MillerLegacy Wealth Management, LLC · Certified Financial Planner
  • Kristen B. MurphyRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Lyndsey A. PareMariner · Certified Financial Planner
  • Ilinda ParhamFsg Wealth Advisors, LLC · Certified Financial Planner
  • Hugh H. ParksEnvision Financial Planning, LLC · Certified Financial Planner
  • Brittany G. PaulLegacy Wealth Management, LLC · Certified Financial Planner
  • Hallie L. PeytonLegacy Wealth Management, LLC · Certified Financial Planner
  • John Phillips VRed Door Wealth Management, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Nathan S. PowellLegacy Wealth Management, LLC · Certified Financial Planner
  • Celeste D. PryorRed Door Wealth Management, LLC · Certified Financial Planner
  • Christopher J. PurcellKelman Lazarov Inc. · Certified Financial Planner
  • Rebecca J. RawlinsonLegacy Wealth Management, LLC · Certified Financial Planner
  • Stuart A. RayHilltop Securities Inc. · Certified Financial Planner
  • Scott M. RobbinsPrivate Wealth Management, Inc. · Certified Financial Planner
  • John G. RossMorgan Stanley · Certified Financial Planner
  • Carol Lee RoyerCoastal Bridge Advisors · Certified Financial Planner, Chartered Financial Analyst
  • Jacob C. SamuelsKelman Lazarov Inc. · Certified Financial Planner
  • David N. ScullyDuncan Williams Asset Management, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Naishee ShahMercer Global Advisors Inc. · Certified Financial Planner, Chartered Financial Analyst
  • Zubin S. ShahMercer Global Advisors Inc. · Certified Financial Planner
  • David J. ShoemakerKestra Advisory Services, LLC · Certified Financial Planner, Personal Financial Specialist
  • Robin K. SieversLegacy Wealth Management, LLC · Certified Financial Planner
  • Cathy A. SimmonsLegacy Wealth Management, LLC · Certified Financial Planner
  • David C. SmithDelta Asset Management, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Mark A. Sorgenfrei Jr.Frazee Investment Consulting, Inc. · Certified Financial Planner, Personal Financial Specialist
  • Nicholas G. SowellLegacy Wealth Management, LLC · Certified Financial Planner
  • Joseph A. StaubFacet · Certified Financial Planner
  • William I. SteinbergKelman Lazarov Inc. · Certified Financial Planner
  • Sara A. StevensTlg Advisors, Inc. · Certified Financial Planner
  • Michael D. SwainRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Benjamin T. TavennerUBS Financial Services Inc. · Certified Financial Planner
  • Nimrod G. Thompson Jr.Td Capital Management LLC · Certified Financial Planner
  • Scott A. TrammellMML Investors Services, LLC · Certified Financial Planner
  • Michael L. TurnerAmeriprise Financial Services, LLC · Certified Financial Planner
  • Daniel VandersteegMML Investors Services, LLC · Certified Financial Planner
  • Stanley R. VinerUBS Financial Services Inc. · Certified Financial Planner
  • Harish V. VishriaMercer Global Advisors Inc. · Certified Financial Planner
  • David S. WaddellCoastal Bridge Advisors · Certified Financial Planner
  • Peyton C. WadeDuncan Williams Asset Management, LLC · Certified Financial Planner
  • Austin D. WattsOsaic Wealth, Inc. · Certified Financial Planner
  • Reid W. WessonReliant Investment Management, LLC · Certified Financial Planner, Chartered Financial Analyst
  • James D. WhiteheadAmeriprise Financial Services, LLC · Certified Financial Planner
  • Joseph L. WilderLPL Financial LLC · Certified Financial Planner
  • David E. Workman IIMercer Global Advisors Inc. · Certified Financial Planner
  • Dorothy W. YatesEaglestrong Financial · Certified Financial Planner
  • William H. Yates IIIEaglestrong Financial · Certified Financial Planner, Personal Financial Specialist

Firms with the most CFP professionals in Memphis

Legacy Wealth Management, LLC 11MML Investors Services, LLC 9Coastal Bridge Advisors 8LPL Financial LLC 8Kelman Lazarov Inc. 7Duncan Williams Asset Management, LLC 5Mercer Global Advisors Inc. 5Ameriprise Financial Services, LLC 4Envision Financial Planning, LLC 4Kestra Advisory Services, LLC 4Raymond James & Associates, Inc. 4Raymond James Financial Services Advisors, Inc. 4Red Door Wealth Management, LLC 4Summit Asset Management LLC 4Brandon Financial Planning, Inc. 3

CFP advisors in other Tennessee cities

All of Tennessee →

Franklin 178Nashville 143Knoxville 133Brentwood 102Chattanooga 62Germantown 33Johnson 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 Memphis, TN?

127 SEC-registered investment adviser representatives at firm offices in Memphis, Tennessee list the CFP designation; Legacy Wealth Management, LLC employs the most of them (11).

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 Memphis?

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.