Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Nashville, TN
Every SEC-registered financial advisor at a firm office in Nashville who lists the Certified Financial Planner designation, A to Z.
143 CFP professionals work in Nashville; the most are at &Partners (14). 77 are also registered broker representatives.
CFP advisors in Nashville, A to Z
Every advisor in Nashville →- Amir A. Abdelwahed&Partners · Certified Financial Planner
- Matthew D. AllgoodLPL Financial LLC · Certified Financial Planner
- Benjamin J. AmosRmg Advisors · Certified Financial Planner
- Carl D. AppleApple & Company, Inc. · Certified Financial Planner
- Rachael Asbury&Partners · Certified Financial Planner
- Luke J. AullSteward Partners Investment Advisory, LLC · Certified Financial Planner
- Daniel R. BanksStrategic Advisers LLC · Certified Financial Planner
- James A. BarnesNavy Federal Investment Services, LLC · Certified Financial Planner
- Tyler P. BeaudoinDirigo Private Wealth · Certified Financial Planner
- Kristen K. BecksteadLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Carter N. BillsBills Asset Management · Certified Financial Planner
- Sam C. Bills Jr.Bills Asset Management · Certified Financial Planner
- Jeremy P. BiscegliaLevel Four Advisory Services · Certified Financial Planner
- Jason BonnWoodmont Investment Counsel, LLC · Certified Financial Planner
- William H. Braddy IIIParkwoods Wealth Partners, LLC · Certified Financial Planner
- Christopher R. BrophyAmericana Partners, LLC · Certified Financial Planner
- Barry S. BrothersValic Financial Advisors, Inc. · Certified Financial Planner
- Daniel J. BrowneBrighton Jones LLC · Certified Financial Planner
- Madeline K. BrunkeyCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Frank C. Byrd IIIFielder Capital Group LLC · Certified Financial Planner, Chartered Financial Analyst
- Carolyn C. ConoverDavis, Davis And Conover Wealth Management, LLC · Certified Financial Planner
- Mauricio Cortes ResendizFielder Capital Group LLC · Certified Financial Planner, Chartered Financial Analyst
- Laurie G. CortnerVestia Personal Wealth Advisors · Certified Financial Planner
- Cortney A. CostBaker Tilly Wealth Management, LLC · Certified Financial Planner
- Matthew P. CummingsEdward Jones · Certified Financial Planner
- Garrett DanielCerity Partners LLC · Certified Financial Planner
- Laura J. DavisCorient · Certified Financial Planner, Chartered Financial Consultant
- Chirag N. DelwadiaWells Fargo Clearing Services, LLC · Certified Financial Planner
- Christina L. Dewitt&Partners · Certified Financial Planner, Chartered Financial Consultant
- Matthew S. Doran&Partners · Certified Financial Planner
- Christina J. DowneyCommonwealth Financial Network · Certified Financial Planner
- Katelyn D. DunstanVestia Personal Wealth Advisors · Certified Financial Planner
- Jeffrey D. EastRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Drew EchternachJefferson Bridge Capital, LLC · Certified Financial Planner, Chartered Financial Analyst
- Evin T. EdensLPL Financial LLC · Certified Financial Planner
- Leona K. EdwardsMariner · Certified Financial Planner
- Scott A. EdwardsAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Benjamin H. ElderRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Robert G. Elliott&Partners · Certified Financial Planner
- Justin M. FollmerCoastal Wealth Advisors, LLC · Certified Financial Planner
- Kenneth A. FordRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Taylor T. FrancisRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- James A. FredriksonFifth Third Securities, Inc. · Certified Financial Planner
- Celeste M. FriendVoya Financial Advisors, Inc. · Certified Financial Planner
- Nathaniel R. FriggeFielder Capital Group LLC · Certified Financial Planner
- Ryan L. FurlongParkwoods Wealth Partners, LLC · Certified Financial Planner
- Gregory GillisAlliancebernstein L.P. · Certified Financial Planner
- Stuart L. GossLPL Financial LLC · Certified Financial Planner
- William N. GreeneCairn Financial Group · Certified Financial Planner
- Ellen Guerra&Partners · Certified Financial Planner
- Malgorzata GuziakOasis Wealth Planning Advisors · Certified Financial Planner
- James T. HackneyCorient · Certified Financial Planner
- Veruschka HalliganRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Kenneth K. HaycraftRaymond James & Associates, Inc. · Certified Financial Planner
- Robert M. Hebert Jr.Raymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Brandon R. HeckertAssuredpartners Investment Advisors · Certified Financial Planner
- Andrew N. Henk&Partners · Certified Financial Planner
- Kristen G. Henk&Partners · Certified Financial Planner
- Charles T. HerronOsaic Wealth, Inc. · Certified Financial Planner
- Christopher J. HodgesHodges Financial Group · Certified Financial Planner
- Wallace K. Holleman Jr.Raymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Taylor D. HollisRitholtz Wealth Management · Certified Financial Planner
- Christina S. HoranMariner · Certified Financial Planner
- Nicole C. HughesWoodmont Investment Counsel, LLC · Certified Financial Planner
- James M. HundleyRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Francisco J. IglesiasMariner · Certified Financial Planner, Chartered Financial Consultant
- Joseph R. JacksonOsaic Wealth, Inc. · Certified Financial Planner
- William D. JacksonCahaba Wealth Management, Inc. · Certified Financial Planner
- William E. JacobsShayne & Jacobs, LLC · Certified Financial Planner, Chartered Financial Analyst
- David J. JanczewskiFocus Partners Wealth, LLC · Certified Financial Planner, Chartered Financial Analyst
- Hal W. Johnson IIIStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Wendell E. Jones Jr.&Partners · Certified Financial Planner
- Roy C. JordanNorthwestern Mutual Investment Services, LLC · Certified Financial Planner
- Charles T. KeeneTruist Advisory Services, Inc. · Certified Financial Planner
- Donald A. KeeneyCahaba Wealth Management, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Daniel KingmaStrategic Advisers LLC · Certified Financial Planner
- Andrew P. KintzLPL Financial LLC · Certified Financial Planner
- Ann Taylor H. KnottsWoodmont Investment Counsel, LLC · Certified Financial Planner, Chartered Financial Analyst
- William S. KonvesMorgan Stanley · Certified Financial Planner
- Parker W. KramlichMariner · Certified Financial Planner
- Jackson P. KubaszykRossby Financial, LLC · Certified Financial Planner
- Charles J. LawsCahaba Wealth Management, Inc. · Certified Financial Planner
- Garrett E. LeetQ3 Advisors, LLC · Certified Financial Planner
- Malcom L. LilesRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Richard C. LunsfordMariner · Certified Financial Planner, Chartered Financial Consultant
- Roy B. Martin IV&Partners · Certified Financial Planner
- Stephen W. MartinOasis Wealth Planning Advisors · Certified Financial Planner
- Tyler O. MartinOneascent Financial Services LLC · Certified Financial Planner
- Todd S. MatthewsTruist Advisory Services, Inc. · Certified Financial Planner
- Angus D. McLeanAlliancebernstein L.P. · Certified Financial Planner
- Brian C. MeythalerAe Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Kevin J. MillerVest Financial LLC · Certified Financial Planner
- Steven R. MitchellRaymond James & Associates, Inc. · Certified Financial Planner
- Alec M. MonoRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Lechelle L. MooreUBS Financial Services Inc. · Certified Financial Planner
- Joshua F. MurrayAlliancebernstein L.P. · Certified Financial Planner
- Spiro Natsis IITruist Advisory Services, Inc. · Certified Financial Planner
- Sarah A. Navarre&Partners · Certified Financial Planner
- Michael D. NunnallyCertuity, LLC · Certified Financial Planner
- Brian P. O'NeillCahaba Wealth Management, Inc. · Certified Financial Planner
- Tammy B. PaxtonGpwa, LLC · Certified Financial Planner
- Andrew J. PeaposWoodmont Investment Counsel, LLC · Certified Financial Planner
- William W. PeermanCommonwealth Financial Network · Certified Financial Planner
- Jared PetersMariner · Certified Financial Planner
- Mark T. PierceEp Wealth Advisors · Certified Financial Planner
- Jeffrey A. PrattLPL Financial LLC · Certified Financial Planner
- Spencer A. ProvowRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Marion A. Quina IIIUBS Financial Services Inc. · Certified Financial Planner
- George A. QuinnAj Advisors · Certified Financial Planner
- Matthew D. RouillierCetera Investment Advisers LLC · Certified Financial Planner
- Peggy J. RouillierCetera Investment Advisers LLC · Certified Financial Planner
- Paul E. Roy IV&Partners · Certified Financial Planner, Chartered Financial Analyst
- Philip J. RuttererRutterer Planning · Certified Financial Planner
- Tyler J. SchelhaasGambit Capital Management, LLC · Certified Financial Planner
- Brian M. SilkwoodUBS Financial Services Inc. · Certified Financial Planner
- Hannah O. SiskMorgan Stanley · Certified Financial Planner
- Travis SkavlanStrategic Advisers LLC · Certified Financial Planner
- James R. SnellenCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Garrett SorensenWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Patrick L. SrebnickNorthwestern Mutual Investment Services, LLC · Certified Financial Planner
- John P. StaufferAj Advisors · Certified Financial Planner
- Anthony D. SteffanHs Wealth Partners · Certified Financial Planner
- Alyson M. Stevens&Partners · Certified Financial Planner
- Chris C. StevensStevens Investment Counsel LLC · Certified Financial Planner
- Robert K. StinsonStinson Financial Planning · Certified Financial Planner
- Breanna M. StottFinwell, Inc. · Certified Financial Planner
- Gavin TarquinioStrategic Advisers LLC · Certified Financial Planner
- David M. TeagueNorthwestern Mutual Investment Services, LLC · Certified Financial Planner
- Daniel E. TedescoMorgan Stanley · Certified Financial Planner
- Angela E. Thames&Partners · Certified Financial Planner
- Micheal Upshaw Jr.Focus Partners Wealth, LLC · Certified Financial Planner
- Katherine B. VintAlliancebernstein L.P. · Certified Financial Planner
- Troy A. Von HaefenVon Haefen Financial Management · Certified Financial Planner
- Portia H. WellsHms Investment Advisors · Certified Financial Planner
- Taylor A. WhittCairn Financial Group · Certified Financial Planner
- George H. WidemanCahaba Wealth Management, Inc. · Certified Financial Planner
- Louis S. WilliamsCahaba Wealth Management, Inc. · Certified Financial Planner
- Jennifer WinchellCetera Investment Advisers LLC · Certified Financial Planner
- Nicholas WolfRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Harry L. WoosleyWells Fargo Clearing Services, LLC · Certified Financial Planner
- Hubert E. Wootten IIIOsaic Wealth, Inc. · Certified Financial Planner
- Michelle G. YatesCreative Planning · Certified Financial Planner
- Lindsay A. YoungbauerWoodmont Investment Counsel, LLC · Certified Financial Planner
Firms with the most CFP professionals in Nashville
&Partners 14Raymond James Financial Services Advisors, Inc. 8Cahaba Wealth Management, Inc. 6LPL Financial LLC 6Mariner 6Woodmont Investment Counsel, LLC 5Alliancebernstein L.P. 4Robert W. Baird & Co. Incorporated 4Strategic Advisers LLC 4Cetera Investment Advisers LLC 3Fielder Capital Group LLC 3Morgan Stanley 3Northwestern Mutual Investment Services, LLC 3Osaic Wealth, Inc. 3Truist Advisory Services, Inc. 3
CFP advisors in other Tennessee cities
All of Tennessee →Franklin 178Knoxville 133Memphis 127Brentwood 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 Nashville, TN?
143 SEC-registered investment adviser representatives at firm offices in Nashville, Tennessee list the CFP designation; &Partners employs the most of them (14).
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 Nashville?
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.