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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Mount Juliet, TN

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

The short answer

3 CFP professionals work in Mount Juliet; the most are at Raymond James Financial Services Advisors, Inc. (2). 2 are also registered broker representatives.

CFP advisors in Mount Juliet, A to Z

Every advisor in Mount Juliet →
  • Derek M. DeckerRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Justin M. DorrisRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Jay ZigmontChildfree Wealth · Certified Financial Planner

Firms with the most CFP professionals in Mount Juliet

Raymond James Financial Services Advisors, Inc. 2Childfree Wealth 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 6Morristown 6Cordova 5Tullahoma 5Clarksville 4

Questions

How many CFP financial advisors are in Mount Juliet, TN?

3 SEC-registered investment adviser representatives at firm offices in Mount Juliet, Tennessee list the CFP designation; Raymond James Financial Services Advisors, Inc. 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 Mount Juliet?

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.