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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Advance, NC

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

The short answer

3 CFP professionals work in Advance; the most are at Crown Wealth Group LLC (1). 0 are also registered broker representatives.

CFP advisors in Advance, A to Z

Every advisor in Advance →

Firms with the most CFP professionals in Advance

Crown Wealth Group LLC 1Deliberate Wealth 1Holderness Investments Co. 1

CFP advisors in other North Carolina cities

All of North Carolina →

Charlotte 641Raleigh 366Greensboro 115Wilmington 89Durham 88Chapel Hill 67Cary 60Asheville 58Huntersville 36Winston Salem 30Winston-Salem 24Cornelius 23Matthews 19Greenville 17Apex 16Concord 13Southern Pines 13Fayetteville 12Mooresville 12Wake Forest 12Davidson 11Hendersonville 11New Bern 11Pinehurst 11

Questions

How many CFP financial advisors are in Advance, NC?

3 SEC-registered investment adviser representatives at firm offices in Advance, North Carolina list the CFP designation; Crown Wealth Group LLC employs the most of them (1).

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 Advance?

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.