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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Spring Hill, TN

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

7 CFP professionals work in Spring Hill; the most are at Mai Capital Management, LLC (2). 4 are also registered broker representatives.

CFP advisors in Spring Hill, A to Z

Every advisor in Spring Hill →
  • Paul E. GoodCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Steven M. MathewsMai Capital Management, LLC · Certified Financial Planner
  • Aaron D. MoonInspire Advisors, LLC · Certified Financial Planner
  • Nathan NewmanMai Capital Management, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Dalton L. PottsEdward Jones · Certified Financial Planner
  • Leslie C. Smith IILPL Financial LLC · Certified Financial Planner
  • Joshua D. WakefieldCooper McManus · Certified Financial Planner

Firms with the most CFP professionals in Spring Hill

Mai Capital Management, LLC 2Cambridge Investment Research Advisors, Inc. 1Cooper McManus 1Edward Jones 1Inspire Advisors, LLC 1LPL Financial 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 7Gallatin 6Hixson 6Maryville 6Morristown 6Cordova 5Mount Juliet 5Tullahoma 5Clarksville 4

Questions

How many CFP financial advisors are in Spring Hill, TN?

7 SEC-registered investment adviser representatives at firm offices in Spring Hill, Tennessee list the CFP designation; Mai Capital Management, LLC 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 Spring Hill?

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.