Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Apex, NC
Every SEC-registered financial advisor at a firm office in Apex who lists the Certified Financial Planner designation, A to Z.
15 CFP professionals work in Apex; the most are at Edward Jones (3). 6 are also registered broker representatives.
CFP advisors in Apex, A to Z
Every advisor in Apex →- Joshua R. AlmondEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Wayland A. Crutchfield Jr.Crutchfield Advisors, Inc. · Certified Financial Planner
- Kerrie J. DebbsFarther · Certified Financial Planner
- Terrance A. GreenBlue Water Capital Management, LLC · Certified Financial Planner
- Evan GuinnStrategic Advisers LLC · Certified Financial Planner
- James L. Hager Jr.Onedigital · Certified Financial Planner
- Laird W. HepburnBsg Advisers · Certified Financial Planner
- Deborah L. HobartBlue Water Capital Management, LLC · Certified Financial Planner
- Charles D. HoustonEdward Jones · Certified Financial Planner
- Joseph A. MalfeoHunter Street Investment Advisors LLC · Certified Financial Planner, Chartered Financial Consultant
- Whitney W. MerrillOsaic Wealth, Inc. · Certified Financial Planner
- Kevin R. OvercashEdward Jones · Certified Financial Planner
- Rupa C. PereiraFwj Planning LLC · Certified Financial Planner
- Dexter V. PerryOne Providence Capital, LLC · Certified Financial Planner
- Justin M. StrubleBsg Advisers · Certified Financial Planner
Firms with the most CFP professionals in Apex
Edward Jones 3Blue Water Capital Management, LLC 2Bsg Advisers 2Crutchfield Advisors, Inc. 1Farther 1Fwj Planning LLC 1Hunter Street Investment Advisors LLC 1One Providence Capital, LLC 1Onedigital 1Osaic Wealth, Inc. 1Strategic Advisers LLC 1
CFP advisors in other North Carolina cities
All of North Carolina →Charlotte 644Raleigh 361Greensboro 113Wilmington 90Durham 86Chapel Hill 71Cary 62Asheville 59Huntersville 34Winston Salem 31Cornelius 24Winston-Salem 22Greenville 18Matthews 18Wake Forest 14Mooresville 12Davidson 11Fayetteville 11Hendersonville 11Concord 10New Bern 10Pinehurst 10Burlington 9Southern Pines 9
Questions
How many CFP financial advisors are in Apex, NC?
15 SEC-registered investment adviser representatives at firm offices in Apex, North Carolina list the CFP designation; Edward Jones employs the most of them (3).
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 Apex?
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.