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Financial ADVSR advisor directory · SEC adviser records

Creative Planning financial advisors in Alpharetta, GA

Every SEC-registered investment adviser representative at a Creative Planning office in Alpharetta, A to Z.

5 registered advisors work at Creative Planning in Alpharetta, out of 1,081 at the firm nationwide; it ranks number 40 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Creative Planning advisors in Alpharetta, A to Z

Every Creative Planning advisor →

Creative Planning advisors in every city and state →Creative Planning: assets, clients and custodians →Creative Planning news and advisor moves →Creative Planning payout grid vs. other firms →Advisor Moves: who changed firms this week →

Creative Planning advisors in other cities

Overland Park, KS 671McLean, VA 15Bloomington, MN 14Chicago, IL 13Atlanta, GA 11Dallas, TX 8Knoxville, TN 7Berwyn, PA 6Denver, CO 6Irvine, CA 6Memphis, TN 6San Diego, CA 6Austin, TX 5Brookfield, WI 5Charlotte, NC 5

Other firms in Alpharetta

All Alpharetta advisors →

Morgan Stanley 302Merit Financial Advisors 143Merrill Lynch, Pierce, Fenner & Smith Incorporated 88LPL Financial LLC 31Transamerica Financial Advisors, LLC 30Wells Fargo Clearing Services, LLC 29Ameriprise Financial Services, LLC 28Gibbs Wealth Management, LLC 27Truist Advisory Services, Inc. 25Raymond James & Associates, Inc. 24Strategic Advisers LLC 23Wells Fargo Advisors Financial Network, LLC 18

Questions

How many financial advisors does Creative Planning have in Alpharetta?

5 investment adviser representatives are registered at Creative Planning offices in Alpharetta, Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 1,081 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Creative Planning one of the largest advisor employers in Alpharetta?

Creative Planning ranks number 40 in Alpharetta by registered advisors; Morgan Stanley has the most, with 302.

How do I check a Creative Planning advisor in Alpharetta?

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, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Creative Planning office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.