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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Brevard, NC

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

5 CFP professionals work in Brevard; the most are at Cambridge Investment Research Advisors, Inc. (1). 3 are also registered broker representatives.

CFP advisors in Brevard, A to Z

Every advisor in Brevard →
  • Lindsey R. CaughelEdward Jones · Certified Financial Planner
  • Jon R. GreenEncompass Advisors, Ltd. · Certified Financial Planner, Personal Financial Specialist
  • Tyler KoopmanCambridge Investment Research Advisors, Inc. · Certified Financial Planner
  • Dean R. St. MarieThe Fiduciary Alliance · Certified Financial Planner
  • Thomas A. WhelanWells Fargo Clearing Services, LLC · Certified Financial Planner

Firms with the most CFP professionals in Brevard

Cambridge Investment Research Advisors, Inc. 1Edward Jones 1Encompass Advisors, Ltd. 1The Fiduciary Alliance 1Wells Fargo Clearing Services, 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 18Apex 15Wake Forest 14Mooresville 12Davidson 11Fayetteville 11Hendersonville 11Concord 10New Bern 10Pinehurst 10Burlington 9

Questions

How many CFP financial advisors are in Brevard, NC?

5 SEC-registered investment adviser representatives at firm offices in Brevard, North Carolina list the CFP designation; Cambridge Investment Research Advisors, Inc. 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 Brevard?

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.