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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Ooltewah, TN

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

3 CFP professionals work in Ooltewah; the most are at Edward Jones (2). 2 are also registered broker representatives.

CFP advisors in Ooltewah, A to Z

Every advisor in Ooltewah →

Firms with the most CFP professionals in Ooltewah

Edward Jones 2Providence Squared 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 6Morristown 6Cordova 5Mount Juliet 5Tullahoma 5

Questions

How many CFP financial advisors are in Ooltewah, TN?

3 SEC-registered investment adviser representatives at firm offices in Ooltewah, 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 Ooltewah?

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.