Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Burlington, NC
Every SEC-registered financial advisor at a firm office in Burlington who lists the Certified Financial Planner designation, A to Z.
The short answer
9 CFP professionals work in Burlington; the most are at LPL Financial LLC (4). 7 are also registered broker representatives.
CFP advisors in Burlington, A to Z
Every advisor in Burlington →- John R. BellinghamLPL Financial LLC · Certified Financial Planner
- Jeffrey S. BlaserRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Timothy R. BolingerLPL Financial LLC · Certified Financial Planner
- Erin L. CockmanRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Austin M. DaughertyRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Richard N. Fisher Jr.LPL Financial LLC · Certified Financial Planner
- Matthew W. GarciaLPL Financial LLC · Certified Financial Planner
- Matthew C. JohnsonRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Archie L. MartinWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
Firms with the most CFP professionals in Burlington
LPL Financial LLC 4Raymond James Financial Services Advisors, Inc. 4Wells Fargo Advisors Financial Network, 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 10Southern Pines 9
Questions
How many CFP financial advisors are in Burlington, NC?
9 SEC-registered investment adviser representatives at firm offices in Burlington, North Carolina list the CFP designation; LPL Financial LLC employs the most of them (4).
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 Burlington?
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.