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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Cary, NC

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

62 CFP professionals work in Cary; the most are at Edward Jones (10). 43 are also registered broker representatives.

CFP advisors in Cary, A to Z

Every advisor in Cary →

Firms with the most CFP professionals in Cary

Edward Jones 10Commonwealth Financial Network 8Cetera Investment Advisers LLC 6Raleigh Capital Management Inc. 4Janney Montgomery Scott LLC 3Osaic Wealth, Inc. 3Strategic Advisers LLC 3Truist Advisory Services, Inc. 3Cambridge Investment Research Advisors, Inc. 2Raymond James Financial Services Advisors, Inc. 2Realm Investment Consulting LLC 2Carolina Wealth Strategies, LLC 1Cary Financial Planning, LLC 1Dutch Asset Corporation 1Family Legacy Financial Solutions, LLC 1

CFP advisors in other North Carolina cities

All of North Carolina →

Charlotte 644Raleigh 361Greensboro 113Wilmington 90Durham 86Chapel Hill 71Asheville 59Huntersville 34Winston Salem 31Cornelius 24Winston-Salem 22Greenville 18Matthews 18Apex 15Wake Forest 14Mooresville 12Davidson 11Fayetteville 11Hendersonville 11Concord 10New Bern 10Pinehurst 10Burlington 9Southern Pines 9

Questions

How many CFP financial advisors are in Cary, NC?

62 SEC-registered investment adviser representatives at firm offices in Cary, North Carolina list the CFP designation; Edward Jones employs the most of them (10).

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 Cary?

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.