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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Burnsville, NC

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

The short answer

2 CFP professionals work in Burnsville; the most are at Credit Union Investment Services (1). 2 are also registered broker representatives.

CFP advisors in Burnsville, A to Z

Every advisor in Burnsville →
  • Michael E. FinchCredit Union Investment Services · Certified Financial Planner
  • James M. Gentry JrEdward Jones · Certified Financial Planner, Chartered Financial Consultant

Firms with the most CFP professionals in Burnsville

Credit Union Investment Services 1Edward Jones 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 Burnsville, NC?

2 SEC-registered investment adviser representatives at firm offices in Burnsville, North Carolina list the CFP designation; Credit Union Investment Services 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 Burnsville?

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.