Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Morristown, TN
Every SEC-registered financial advisor at a firm office in Morristown who lists the Certified Financial Planner designation, A to Z.
6 CFP professionals work in Morristown; the most are at Edward Jones (2). 6 are also registered broker representatives.
CFP advisors in Morristown, A to Z
Every advisor in Morristown →- Shane A. CaldwellTvamp, LLC · Certified Financial Planner
- Mitchell E. McCannWells Fargo Clearing Services, LLC · Certified Financial Planner
- Carlee RoseEdward Jones · Certified Financial Planner
- John G. SpainEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Jesse M. TharpLPL Financial LLC · Certified Financial Planner
- Kristopher YarlettBenjamin F. Edwards & Company, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Morristown
Edward Jones 2Benjamin F. Edwards & Company, Inc. 1LPL Financial LLC 1Tvamp, LLC 1Wells Fargo Clearing Services, LLC 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 7Gallatin 6Hixson 6Maryville 6Cordova 5Mount Juliet 5Tullahoma 5Clarksville 4
Questions
How many CFP financial advisors are in Morristown, TN?
6 SEC-registered investment adviser representatives at firm offices in Morristown, 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 Morristown?
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.