The Book of Lists is your resource to stay ahead of the competition. Get in-depth information on the largest and most influential businesses in East Tennessee. It is your instant reference tool for finding a company's top local executive, background on a specific industry, and much more. Create a list of sales contacts and general mailings lists, sort by company or geography, and import data directly to your desktop. Start your download now. Any questions, contact Angela Akers at 865-342-6424 or

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Product Details

Certified Financial Planners

Knoxville-area Certified Financial Planning Firms

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file download. (Top 18 records)
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Top Financial Planning Firms ranked by number of certified financial planners, then by employment. Includes employment numbers and complete contact information. Data in Excel format suitable for easy download.

Fields included in the CERTIFIED FINANCIAL PLANNERS product:

NOTE: Some records may not contain data for every field listed below.

  • Company name
  • Address
  • City
  • State
  • Zip code
  • Telephone
  • Website
  • Corporate e-mail
  • No. Local Offices
  • No. Clients
  • No. Local Certified Financial Planners (CFPs only)
  • No. Local Employees (incl. CFP's)
  • Assets Under Local Management
  • Individual Clients
  • Corporate Clients
  • Fee Based
  • Commission
  • Fee Only
  • Brokerage Used
  • Year founded locally
  • Top Local Executive
  • Parent company
  • Top Local Executive: (First name, Middle name, Last name, Title)
  • Parent company: (Company name, City, State, Total Offices)
PDF file download.
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