Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
FP Independents lag on AI. Here's how they can catch upSEC SEC Announces Fiscal Year 2027 Examination PrioritiesWSR The Rise Of The Fractional Family OfficeIN Fintech bytes: SEI, FinTurk and Powerlytics unveil new advisor toolsIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch says

Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Tullahoma, TN

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

5 CFP professionals work in Tullahoma; the most are at Edward Jones (2). 4 are also registered broker representatives.

CFP advisors in Tullahoma, A to Z

Every advisor in Tullahoma →
  • Mark C. BrewerEdward Jones · Certified Financial Planner
  • Randall W. HarrisLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Monty D. HatcherRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Tanna R. HeathcottEdward Jones · Certified Financial Planner
  • Bryant T. SwannBeam Wealth Advisors, Inc. · Certified Financial Planner, Personal Financial Specialist

Firms with the most CFP professionals in Tullahoma

Edward Jones 2Beam Wealth Advisors, Inc. 1LPL Financial LLC 1Raymond James Financial Services Advisors, Inc. 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 5Clarksville 4

Questions

How many CFP financial advisors are in Tullahoma, TN?

5 SEC-registered investment adviser representatives at firm offices in Tullahoma, 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 Tullahoma?

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.