Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Charlotte, NC
Every SEC-registered financial advisor at a firm office in Charlotte who lists the Certified Financial Planner designation, A to Z.
The short answer
641 CFP professionals work in Charlotte; the most are at Vanguard Advisers, Inc. (159). 437 are also registered broker representatives.
CFP advisors in Charlotte, A to Z (first 500 of 641)
Every advisor in Charlotte →- Gianni T. AbballeMorgan Stanley · Certified Financial Planner
- Gregory J. AbbracciamentoStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Simon M. AbeggVanguard Advisers, Inc. · Certified Financial Planner
- Michael R. AcostaPark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- Isaac M. Acosta MontenegroVanguard Advisers, Inc. · Certified Financial Planner
- Gregory J. AdamsVanguard Advisers, Inc. · Certified Financial Planner
- Robert N. Adams Jr.MML Investors Services, LLC · Certified Financial Planner
- Nicholas AdkinsHobart Wealth · Certified Financial Planner
- John P. AgerRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Anthony P. AllenVanguard Advisers, Inc. · Certified Financial Planner
- Matthew J. AllenCorient · Certified Financial Planner
- Samantha A. AllenVoya Financial Advisors, Inc. · Certified Financial Planner
- Nathan D. AmannVanguard Advisers, Inc. · Certified Financial Planner
- Cameron D. AmosNovare Capital Management · Certified Financial Planner
- Scott H. AngelFirst Citizens Investor Services, Inc. · Certified Financial Planner
- Mark J. AntonichAmeriprise Financial Services, LLC · Certified Financial Planner
- Hayden V. AskeaWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Benjamin C. AsseffEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Matthew R. AtkinsonVanguard Advisers, Inc. · Certified Financial Planner
- Matthew R. AumentCharles Schwab & Co., Inc. · Certified Financial Planner
- Treven L. AyersClearview Wealth Management · Certified Financial Planner
- Joshua R. Bailey IIMuirfield Wealth Advisors LLC · Certified Financial Planner
- Philip R. BaileyMuirfield Wealth Advisors LLC · Certified Financial Planner
- Ivey G. BakerRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Charles C. BallVanguard Advisers, Inc. · Certified Financial Planner
- Carolyn L. BalzanoFifth Third Wealth Advisors LLC · Certified Financial Planner
- Aditya BanerjiVanguard Advisers, Inc. · Certified Financial Planner
- Patrick L. BarnettLPL Financial LLC · Certified Financial Planner
- Henry N. BarringerAlpha Financial Advisors, LLC · Certified Financial Planner
- Bailey BarteeWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Charles W. Bassing IVOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Anwesha BasuVanguard Advisers, Inc. · Certified Financial Planner
- Laura C. BatsonRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Richard L. BeanAmeriprise Financial Services, LLC · Certified Financial Planner
- Charles A. BelkEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Barbara A. BellCannon Advisors · Certified Financial Planner
- Travis M. BellTotem Wealth Management LLC · Certified Financial Planner
- David M. BeneventoVanguard Advisers, Inc. · Certified Financial Planner
- Abigail A. BennettVerum Partners LLC · Certified Financial Planner
- George C. Benoit Jr.First Citizens Investor Services, Inc. · Certified Financial Planner
- James K. BensonVanguard Advisers, Inc. · Certified Financial Planner
- Robert H. BentonLPL Financial LLC · Certified Financial Planner
- Charles BevanSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Scott A. BiedryckiMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner, Chartered Financial Consultant
- William M. BilesTlg Advisors, Inc. · Certified Financial Planner
- Michael P. BishTruist Advisory Services, Inc. · Certified Financial Planner
- William B. BissettPortus Wealth Advisors, LLC · Certified Financial Planner
- William B. BlairCaptrust · Certified Financial Planner
- Lucy G. BloughVanguard Advisers, Inc. · Certified Financial Planner
- Keith R. BlumenstockModera Wealth Management, LLC · Certified Financial Planner
- Kyle M. BlumenstockUBS Financial Services Inc. · Certified Financial Planner
- Briggs P. BouchillonBlue Financial · Certified Financial Planner
- Lisa A. BowersRpo Wealth Partners LLC · Certified Financial Planner
- Melissa J. BoyerModera Wealth Management, LLC · Certified Financial Planner
- Michelle E. BoyerVanguard Advisers, Inc. · Certified Financial Planner
- Jonathan E. BrackisMorgan Stanley · Certified Financial Planner
- Isaac BradleyRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Benton S. BraggBragg Financial Advisors Inc. · Certified Financial Planner, Chartered Financial Analyst
- John F. Bragg IIIBragg Financial Advisors Inc. · Certified Financial Planner
- Phillips M. BraggBragg Financial Advisors Inc. · Certified Financial Planner
- Dana S. BranhamCetera Investment Advisers LLC · Certified Financial Planner
- Connor M. BraunVanguard Advisers, Inc. · Certified Financial Planner
- Damien E. BrayboyDevryll Wealth Management · Certified Financial Planner
- Jeffrey T. BrewerCreative Planning Institutional Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Andrew G. BrincefieldPark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- Jason B. BrooksVanguard Advisers, Inc. · Certified Financial Planner
- Heather A. BrountasStrategic Advisers LLC · Certified Financial Planner
- Christopher N. BrownOake Financial LLC · Certified Financial Planner, Chartered Financial Analyst
- Thomas E. BrownRaymond James & Associates, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Robert M. BruzikAlight Financial Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Andrew N. BuerglerStrategic Advisers LLC · Certified Financial Planner
- Katherine A. BurakChoreo, LLC · Certified Financial Planner
- Kathryn V. BurgettVanguard Advisers, Inc. · Certified Financial Planner
- Graham D. BurkeLPL Financial LLC · Certified Financial Planner
- James D. BurneyVanguard Advisers, Inc. · Certified Financial Planner
- Anthony T. BurnsRaymond James & Associates, Inc. · Certified Financial Planner
- John G. BurnsRaymond James & Associates, Inc. · Certified Financial Planner
- Joseph D. BurnsTruist Advisory Services, Inc. · Certified Financial Planner
- Ronnie C. BushayVanguard Advisers, Inc. · Certified Financial Planner
- Britt J. ByerleyMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Larry CabreraMorgan Stanley · Certified Financial Planner
- Caroline W. CampanellaRitholtz Wealth Management · Certified Financial Planner
- Scott C. CannadyHayden Harper Wealth Advisory, LLC · Certified Financial Planner
- Robert B. CannonCannon Advisors · Certified Financial Planner
- Sandra B. CarlsonWaverly Advisors, LLC · Certified Financial Planner
- Robert W. CarmichaelEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Horace R. Carney IVAlly Invest Advisors · Certified Financial Planner
- Christopher B. CarrVanguard Advisers, Inc. · Certified Financial Planner
- Kellie N. CarrollTruist Advisory Services, Inc. · Certified Financial Planner
- Anthony C. CarterMma Securities LLC · Certified Financial Planner
- Michael J. CarterVanguard Advisers, Inc. · Certified Financial Planner
- Matthew J. CascioVanguard Advisers, Inc. · Certified Financial Planner
- Rex O. CaseyVanguard Advisers, Inc. · Certified Financial Planner
- Sean M. CasulloCrown Wealth Group LLC · Certified Financial Planner
- Jeremy ChambersThe Hourly Advisor LLC · Certified Financial Planner
- Daniel M. ChangVanguard Advisers, Inc. · Certified Financial Planner
- James G. CharlesSanctuary Financial Planning, LLC · Certified Financial Planner, Chartered Financial Analyst
- Natalie H. ChotinerVanguard Advisers, Inc. · Certified Financial Planner
- Michael ClaiborneRaymond James & Associates, Inc. · Certified Financial Planner
- Lyndon J. ClarkEquity Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- William E. ClarkClearview Wealth Management · Certified Financial Planner
- Steven M. ClarkeVanguard Advisers, Inc. · Certified Financial Planner
- James R. ClaxtonVanguard Advisers, Inc. · Certified Financial Planner
- George W. Climer IIIBragg Financial Advisors Inc. · Certified Financial Planner
- Candace A. ClineUBS Financial Services Inc. · Certified Financial Planner
- Thomas S. CoakleyVanguard Advisers, Inc. · Certified Financial Planner
- Edward O. CoambsAlpha Financial Advisors, LLC · Certified Financial Planner
- Michael T. CollegemanVanguard Advisers, Inc. · Certified Financial Planner
- Inna CollinsMai Capital Management, LLC · Certified Financial Planner
- Aaron D. CombsModera Wealth Management, LLC · Certified Financial Planner
- Malachi J. Conyers IIIVanguard Advisers, Inc. · Certified Financial Planner
- Kelly O. CooperFirst Citizens Investor Services, Inc. · Certified Financial Planner
- Matthew R. CostaFoundation Wealth & Tax Advisors, LLC · Certified Financial Planner
- Elizabeth P. CothrenWells Fargo Clearing Services, LLC · Certified Financial Planner
- Brett D. CouchVanguard Advisers, Inc. · Certified Financial Planner
- Cooper D. CourtneyForvis Mazars Wealth Advisors, LLC · Certified Financial Planner
- David V. CoveMML Investors Services, LLC · Certified Financial Planner
- Brett M. CovertCorient · Certified Financial Planner
- Meghann C. CoyleStrategic Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Clinton J. CrockerM Holdings Securities, Inc. · Certified Financial Planner
- Jason R. CrossCorient · Certified Financial Planner
- Michael W. CrutchfieldVanguard Advisers, Inc. · Certified Financial Planner
- William R. Culp IIITagstone Capital, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Denis R. CurcioWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- David G. Curry Jr.Independent Advisor Alliance, LLC · Certified Financial Planner
- David S. CurtisVanguard Advisers, Inc. · Certified Financial Planner
- Glen J. CurtisVanguard Advisers, Inc. · Certified Financial Planner
- Ryan M. CzamaraIndependent Advisor Alliance, LLC · Certified Financial Planner
- David W. D'AlessandroAxiom Private Wealth, LLC · Certified Financial Planner
- Brian J. DaltonTricapital Wealth Management, Inc. · Certified Financial Planner
- Hilary A. DanielMercer Global Advisors Inc. · Certified Financial Planner
- Charles A. DannNovare Capital Management · Certified Financial Planner
- Glenn R. DavidowIp Financial Advisory Services LLC · Certified Financial Planner
- Brian M. DavisVanguard Advisers, Inc. · Certified Financial Planner
- Jeffrey DavisFifth Third Securities, Inc. · Certified Financial Planner
- Lopez D. DavisLPL Financial LLC · Certified Financial Planner
- Christopher J. Davis-SladeVanguard Advisers, Inc. · Certified Financial Planner
- Edward N. DeatonMbl Advisors · Certified Financial Planner
- Lucas U. DeckerLPL Financial LLC · Certified Financial Planner
- Reginald B. DeesCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Candace L. DelaneyVanguard Advisers, Inc. · Certified Financial Planner
- Nicholas R. DeneaultLPL Financial LLC · Certified Financial Planner
- Steven K. DentonMerit Financial Advisors · Certified Financial Planner
- Tenley E. DesjardinsCorient · Certified Financial Planner, Personal Financial Specialist
- Alexander S. DevereauxUBS Financial Services Inc. · Certified Financial Planner
- Traci J. DiblasioFirst Citizens Investor Services, Inc. · Certified Financial Planner
- William M. DillonWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Benjamin T. DolanDolan Capital Advisors, LLC · Certified Financial Planner
- Macintosh DonnerCharles Schwab & Co., Inc. · Certified Financial Planner
- Charles DoranVerum Partners LLC · Certified Financial Planner
- Edward R. Doughty IIILPL Financial LLC · Certified Financial Planner
- Anne R. DouglasVanguard Advisers, Inc. · Certified Financial Planner
- Howard L. DouglasStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Monica DouglasSchwab Wealth Advisory, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Jacob DowningCary Street Partners · Certified Financial Planner, Chartered Financial Analyst
- Scott M. DrahzalVanguard Advisers, Inc. · Certified Financial Planner
- Robert E. Drury7pw Wealth, LLC · Certified Financial Planner, Chartered Financial Analyst
- Jonathan W. DryMbl Advisors · Certified Financial Planner
- Matthew M. DuffeySchwab Wealth Advisory, Inc. · Certified Financial Planner
- April S. DuhiggVanguard Advisers, Inc. · Certified Financial Planner
- Janet H. DukesTransamerica Financial Advisors, LLC · Certified Financial Planner
- Matthew R. DulibaVanguard Advisers, Inc. · Certified Financial Planner
- Thomas J. DumasPark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- Thomas G. Dyer Jr.Dyer & Company, L.L.C. · Certified Financial Planner
- Abram D. EarlyVanguard Advisers, Inc. · Certified Financial Planner
- Steven EcheniqueEdward Jones · Certified Financial Planner, Chartered Financial Analyst
- Kara V. ElbertElbert Financial Consulting, Inc. · Certified Financial Planner
- Daniel W. EmmonsStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Ryan M. EnnisVanguard Advisers, Inc. · Certified Financial Planner
- Jamie M. EslerSparta Wealth Partners · Certified Financial Planner
- Wendell H. EstepSignaturefd, LLC · Certified Financial Planner
- Astute EvansIndependent Advisor Alliance, LLC · Certified Financial Planner
- Leila T. EvansMai Capital Management, LLC · Certified Financial Planner
- George S. EvdemonVanguard Advisers, Inc. · Certified Financial Planner
- Craig B. FaileIndependent Advisor Alliance, LLC · Certified Financial Planner
- Matthew T. FallawRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Phillip C. FarmerVanguard Advisers, Inc. · Certified Financial Planner
- Sarah C. FarmerCaptrust · Certified Financial Planner
- Thomas W. FarmerCorient · Certified Financial Planner
- Donald J. FeagansVanguard Advisers, Inc. · Certified Financial Planner
- David S. Feldmiller Jr.Vanguard Advisers, Inc. · Certified Financial Planner
- Lara E. FergusonCitizens Securities, Inc. · Certified Financial Planner
- Edward P. Ferko Jr.Vanguard Advisers, Inc. · Certified Financial Planner
- Yonatan T. FessehayeVanguard Advisers, Inc. · Certified Financial Planner
- Matthew J. FileppPb Wealth, LLC · Certified Financial Planner, Chartered Financial Analyst
- Eugene FilippiVanguard Advisers, Inc. · Certified Financial Planner
- Gavin C. FinnicalLinden Thomas Advisory Services, LLC · Certified Financial Planner
- Colleen M. FitzgeraldVanguard Advisers, Inc. · Certified Financial Planner
- Liam D. FitzgeraldLyon Wealth Advisors · Certified Financial Planner
- Timothy C. Flanagan Jr.MML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Kyle W. FlanaryVanguard Advisers, Inc. · Certified Financial Planner
- Densel FlemingVintage Wealth Management Group · Certified Financial Planner
- Matthew D. FlemingVanguard Advisers, Inc. · Certified Financial Planner
- David B. FletcherRaymond James & Associates, Inc. · Certified Financial Planner
- Cortney L. FluegemanStrategic Advisers LLC · Certified Financial Planner
- Glenn Ford Jr.Vanguard Advisers, Inc. · Certified Financial Planner
- Robert G. FordWells Fargo Clearing Services, LLC · Certified Financial Planner
- Michael E. Foster Jr.Dolan Capital Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
- John N. FoyGreenway Wealth Advisors, LLC · Certified Financial Planner
- Natalie S. FoyGreenway Wealth Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
- Nicholas T. FraserWells Fargo Clearing Services, LLC · Certified Financial Planner
- William M. FrasierOakworth Asset Management, LLC · Certified Financial Planner
- Michael S. FreemanTruist Advisory Services, Inc. · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
- Herman E. Freitag IIICorient · Certified Financial Planner
- Richard E. FreitagFreitag Financial Group, LLC · Certified Financial Planner
- Robert C. FreyVanguard Advisers, Inc. · Certified Financial Planner
- Jonathan D. FriendVanguard Advisers, Inc. · Certified Financial Planner
- Mark R. FryPrincipal Securities, Inc. · Certified Financial Planner
- Wesley B. GainesVanguard Advisers, Inc. · Certified Financial Planner
- John P. Gallagher Jr.Vanguard Advisers, Inc. · Certified Financial Planner
- Patrick J. GalvinBlueprint Financial Advisors · Certified Financial Planner, Chartered Financial Consultant
- Carter G. GarbuttVanguard Advisers, Inc. · Certified Financial Planner
- Stuart R. Gardner Jr.Independent Advisor Alliance, LLC · Certified Financial Planner
- Christopher M. GarrettCreative Planning · Certified Financial Planner
- Drue W. GarrisonMML Investors Services, LLC · Certified Financial Planner
- Kyle R. GensrickCreative Planning · Certified Financial Planner
- Alvonzo T. GibbsLPL Enterprise, LLC · Certified Financial Planner
- Paul L. Gibert Jr.Gibert Wealth Management · Certified Financial Planner
- Brenden C. GilliamVanguard Advisers, Inc. · Certified Financial Planner
- Hope D. GlashenVanguard Advisers, Inc. · Certified Financial Planner
- Arthur F. GoinsTruist Advisory Services, Inc. · Certified Financial Planner
- Erin A. GomezVanguard Advisers, Inc. · Certified Financial Planner
- Ricardo A. GonzalezStrategic Advisers LLC · Certified Financial Planner
- George GoodmanCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Tammy A. GoodmanTammy Goodman Financial, LLC · Certified Financial Planner
- Rand K. GordonUnited Capital Financial Advisors · Certified Financial Planner
- Christopher B. GraperJanney Montgomery Scott LLC · Certified Financial Planner
- William J. GraupenspergerVanguard Advisers, Inc. · Certified Financial Planner
- Mitchell J. GravelleWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Brian G. GreenMorgan Stanley · Certified Financial Planner
- Steven A. GreerHobart Wealth · Certified Financial Planner
- Evan B. GreyGrey Private Capital · Certified Financial Planner
- Harry R. GreyardLPL Financial LLC · Certified Financial Planner
- Stephen M. GriceOsaic Wealth, Inc. · Certified Financial Planner
- Kelly P. GuadagninoModera Wealth Management, LLC · Certified Financial Planner
- Christopher S. GurganusOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Lori H. HaddockBlueprint Financial Advisors · Certified Financial Planner
- William W. HadleyAmeriprise Financial Services, LLC · Certified Financial Planner
- Allison C. HallAlight Financial Advisors, LLC · Certified Financial Planner
- Daniel J. HallerEdward Jones · Certified Financial Planner
- John N. HalleyStrategic Advisers LLC · Certified Financial Planner
- Erica N. HamiltonVanguard Advisers, Inc. · Certified Financial Planner
- Diane M. HansenVanguard Advisers, Inc. · Certified Financial Planner
- Eric A. HarbertCorient · Certified Financial Planner
- Thomas A. HarlessPNC Wealth Management LLC · Certified Financial Planner
- Dylan P. HarnettAlpha Financial Advisors, LLC · Certified Financial Planner
- Andrew R. HarrisVanguard Advisers, Inc. · Certified Financial Planner, Chartered Financial Analyst
- William J. Harvey IIIVanguard Advisers, Inc. · Certified Financial Planner
- Timothy G. HausmannCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Rhondale C. HaywoodTruist Advisory Services, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Stephen A. HeadVanguard Advisers, Inc. · Certified Financial Planner
- Nathan D. HearnsVanguard Advisers, Inc. · Certified Financial Planner
- Brandon M. HelmsEdward Jones · Certified Financial Planner
- Lisa HembySchwab Wealth Advisory, Inc. · Certified Financial Planner
- Brady D. HemmerlePark Avenue Securities LLC · Certified Financial Planner
- Antonius J. HendrixCetera Investment Advisers LLC · Certified Financial Planner
- Matthew E. HenryTopsail Wealth Management LLC · Certified Financial Planner
- Christopher HessLPL Financial LLC · Certified Financial Planner
- Karla K. HicksVanguard Advisers, Inc. · Certified Financial Planner
- Robert D. HigginsDalton Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- James R. HillGatehill Financial Consulting, LLC · Certified Financial Planner
- Thomas Z. HillVanguard Advisers, Inc. · Certified Financial Planner
- Jacob HillyardStrategic Advisers LLC · Certified Financial Planner
- Sarah E. HindVanguard Advisers, Inc. · Certified Financial Planner
- Glenn A. HinesRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Max A. HockenberryOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Carter HodgsonCrown Wealth Group LLC · Certified Financial Planner
- Joshua E. HolbyRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Michael C. HollandHolland Capital Management LLC · Certified Financial Planner, Chartered Financial Analyst
- Eric B. HousmanFifth Third Wealth Advisors LLC · Certified Financial Planner
- Brian M. HuffProvidence Capital Advisors, LLC · Certified Financial Planner
- Ridgely HuntAlight Financial Advisors, LLC · Certified Financial Planner
- Catherine M. HunterRaymond James & Associates, Inc. · Certified Financial Planner
- Stephen R. HutterVanguard Advisers, Inc. · Certified Financial Planner
- Dustin HycheIp Financial Advisory Services LLC · Certified Financial Planner
- Brandy B. HydrickCaptrust · Certified Financial Planner
- Charles L. Inglefield IVLPL Financial LLC · Certified Financial Planner
- Paul S. IrvingRockefeller Financial LLC · Certified Financial Planner
- Anna M. JacksonEastover Capital Management · Certified Financial Planner
- Kraig A. JacksonSchwab Wealth Advisory, Inc. · Certified Financial Planner
- John L. JacobWells Fargo Clearing Services, LLC · Certified Financial Planner
- Grace C. JaehnenLPL Financial LLC · Certified Financial Planner
- Amit Jaiswal KalwarVanguard Advisers, Inc. · Certified Financial Planner
- Gregory D. JamesModera Wealth Management, LLC · Certified Financial Planner
- Jennifer M. JamesTruist Advisory Services, Inc. · Certified Financial Planner
- Katherine M. JamilPark Avenue Securities LLC · Certified Financial Planner
- Joe B. JaspersLPL Financial LLC · Certified Financial Planner
- Fritzner JeanGeometric Wealth Advisors, LLC · Certified Financial Planner
- Jaron S. JefferisVanguard Advisers, Inc. · Certified Financial Planner
- Matthew JellisonGunderson Capital Management · Certified Financial Planner
- Daniel K. JohnsonVanguard Advisers, Inc. · Certified Financial Planner
- Tyler L. JohnsonIndependent Advisor Alliance, LLC · Certified Financial Planner
- Mark B. JohnstonVanguard Advisers, Inc. · Certified Financial Planner
- Andrew N. JonesJones Gregg Financial, LLC · Certified Financial Planner
- Brian S. JonesProvidence Capital Advisors, LLC · Certified Financial Planner
- Charles JonesWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Dustin A. JonesGallagher Fiduciary Advisors, LLC · Certified Financial Planner
- Emily M. JonesFirst Citizens Investor Services, Inc. · Certified Financial Planner
- Graham A. JonesBlueprint Financial Advisors · Certified Financial Planner
- Mark E. JonesVanguard Advisers, Inc. · Certified Financial Planner
- Michael E. JonesMoney Concepts Capital Corp. · Certified Financial Planner
- Phillip W. JordanWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Kader J. JosephMarquise Wealth Management, LLC · Certified Financial Planner
- Matthew J. KalajianJanney Montgomery Scott LLC · Certified Financial Planner
- Bennett R. KaplanGreat Path Planning · Certified Financial Planner
- Daniel J. KeefeVanguard Advisers, Inc. · Certified Financial Planner
- Talley P. KelseyVanguard Advisers, Inc. · Certified Financial Planner
- Mark L. KenisonTurning Point Financial, Inc. · Certified Financial Planner
- Alyson C. KennedyVanguard Advisers, Inc. · Certified Financial Planner
- Robert L. Kidd IIIVanguard Advisers, Inc. · Certified Financial Planner
- Laura L. KidoNovare Capital Management · Certified Financial Planner
- Ernest L. Kiefer IIIFirst Citizens Investor Services, Inc. · Certified Financial Planner
- Jeffrey K. KindleyVanguard Advisers, Inc. · Certified Financial Planner
- Matthew R. KingVanguard Advisers, Inc. · Certified Financial Planner
- Sidney B. King IIICornerstone Wealth Planning · Certified Financial Planner
- Joseph N. KinsonVanguard Advisers, Inc. · Certified Financial Planner
- Michael A. Kirkendale-HaakCore Planning · Certified Financial Planner
- Ross M. KirwanLPL Financial LLC · Certified Financial Planner
- Jaren S. KiserVanguard Advisers, Inc. · Certified Financial Planner
- Evan W. KluttzHarbour Investments, Inc. · Certified Financial Planner
- Christopher W. KnightCornerstone Wealth Planning · Certified Financial Planner
- Bradley A. KucharoKucharo Wealth · Certified Financial Planner
- Bryan E. LabadiaVanguard Advisers, Inc. · Certified Financial Planner
- James E. LarsenLPL Financial LLC · Certified Financial Planner
- Heather O. LawrenceAlpha Financial Advisors, LLC · Certified Financial Planner
- Jack R. LawrenceLinden Thomas Advisory Services, LLC · Certified Financial Planner
- Denise E. LeddyWealthspire Retirement Advisory · Certified Financial Planner
- Philip A. LeeIndependent Advisor Alliance, LLC · Certified Financial Planner
- Ryan M. LeeVanguard Advisers, Inc. · Certified Financial Planner
- Lorenzo P. LemiseVanguard Advisers, Inc. · Certified Financial Planner
- Robert A. LeonardGallagher Fiduciary Advisors, LLC · Certified Financial Planner
- Austin H. LewisWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Kevin P. LewisLPL Financial LLC · Certified Financial Planner
- Kristin N. LewisColony Family Offices, LLC · Certified Financial Planner
- Jonathan S. LilesWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Jason H. LindleyVanguard Advisers, Inc. · Certified Financial Planner
- Jonathan D. LindnerArkadios Wealth Advisors · Certified Financial Planner
- Lynn A. Lins De AraujoBragg Financial Advisors Inc. · Certified Financial Planner
- Harold A. Lockwood Jr.First Citizens Investor Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Marshall B. LongWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Allen W. LoseyVanguard Advisers, Inc. · Certified Financial Planner
- Evan M. LuongoNoda Wealth Management LLC · Certified Financial Planner
- David M. LyallAmeriprise Financial Services, LLC · Certified Financial Planner
- Jonathon S. LynnVanguard Advisers, Inc. · Certified Financial Planner
- Wesley W. Lyon IILyon Wealth Advisors · Certified Financial Planner
- Thomas G. MaclennanWms Advisors, LLC · Certified Financial Planner
- Christopher L. MadeiraVanguard Advisers, Inc. · Certified Financial Planner
- Mike MadridEdward Jones · Certified Financial Planner
- Lee T. MannLyon Wealth Advisors · Certified Financial Planner
- Russell A. MansfieldRBC Capital Markets, LLC · Certified Financial Planner
- Matthew D. MarieVanguard Advisers, Inc. · Certified Financial Planner
- Lawrence E. MarinWells Fargo Clearing Services, LLC · Certified Financial Planner
- Scott L. MarkerVanguard Advisers, Inc. · Certified Financial Planner
- Julianne N. MarrieBiltmore Family Office, LLC · Certified Financial Planner
- Archie L. MartinWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Lyric B. MartinCaptrust · Certified Financial Planner
- Sean V. MartinEdward Jones · Certified Financial Planner
- Stephen R. MartinVanguard Advisers, Inc. · Certified Financial Planner
- Nicholas A. MasonEdward Jones · Certified Financial Planner
- Anastasia A. MassiahVanguard Advisers, Inc. · Certified Financial Planner
- Robert E. Matricardi Jr.MML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- James M. MatthewsPark Avenue Securities LLC · Certified Financial Planner
- Robert C. MaundOakworth Asset Management, LLC · Certified Financial Planner
- Parker MayoNovare Capital Management · Certified Financial Planner
- Joshua S. MayorCorient · Certified Financial Planner
- William I. McClanahanPark Avenue Securities LLC · Certified Financial Planner
- William T. McCollumJanney Montgomery Scott LLC · Certified Financial Planner
- Edward O. McConnellVanguard Advisers, Inc. · Certified Financial Planner
- Thomas M. McCormickWells Fargo Clearing Services, LLC · Certified Financial Planner
- Dylan S. McCulloughSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Bridget McDermottCaptrust · Certified Financial Planner
- William M. McDonaldLPL Financial LLC · Certified Financial Planner
- Zachary McDonaldCreative Planning · Certified Financial Planner
- Kyle P. McEvoyVanguard Advisers, Inc. · Certified Financial Planner
- Joseph M. McFaddinCornerstone Wealth Planning · Certified Financial Planner
- Michael W. McGowanOsaic Wealth, Inc. · Certified Financial Planner
- Keisha D. McGowensVanguard Advisers, Inc. · Certified Financial Planner
- Janice A. McGunnigleAlpha Financial Advisors, LLC · Certified Financial Planner
- Thomas C. McLeanAltruist Wealth Management · Certified Financial Planner
- Michael C. McManusVanguard Advisers, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Anne J. McPhailNovare Capital Management · Certified Financial Planner
- Deborah L. McWilliamsMariner · Certified Financial Planner
- Wade M. MeadowsPNC Capital Advisors LLC · Certified Financial Planner, Chartered Financial Consultant
- John M. MenserNovare Capital Management · Certified Financial Planner
- Douglas MerriganSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Ashley E. MetcalfeVanguard Advisers, Inc. · Certified Financial Planner
- Robert A. MexcurVanguard Advisers, Inc. · Certified Financial Planner
- Corey A. MeyerWaverly Advisors, LLC · Certified Financial Planner
- Jason S. MiehleVanguard Advisers, Inc. · Certified Financial Planner
- Brett S. MillerCorient · Certified Financial Planner
- Charles W. MillerStrategic Advisers LLC · Certified Financial Planner
- Jackson S. MillerLPL Financial LLC · Certified Financial Planner
- Robin MillerVanguard Advisers, Inc. · Certified Financial Planner
- Ryan D. MillerVanguard Advisers, Inc. · Certified Financial Planner
- William B. MillerAmeriprise Financial Services, LLC · Certified Financial Planner
- Yvette C. MillsStrategic Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Anthony M. MoffaRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Helene M. MollTruist Advisory Services, Inc. · Certified Financial Planner
- Jason N. MooreMoore Investment Partners, LLC · Certified Financial Planner
- Troy J. MooreCredit Union Investment Services · Certified Financial Planner
- John J. MoravekLPL Financial LLC · Certified Financial Planner
- Ryan S. MorganNorthcoast Asset Management LLC · Certified Financial Planner
- Raymond M. MorrillChoreo, LLC · Certified Financial Planner
- Richard W. MorrowJanney Montgomery Scott LLC · Certified Financial Planner
- Jennifer D. MuckleyBragg Financial Advisors Inc. · Certified Financial Planner
- Graham P. MullFoundation Wealth & Tax Advisors, LLC · Certified Financial Planner
- Corey T. MyersLPL Financial LLC · Certified Financial Planner
- John E. NatoliEagle Strategies LLC · Certified Financial Planner, Chartered Financial Consultant
- Ben A. NeillVanguard Advisers, Inc. · Certified Financial Planner
- Cameron H. NewellAlpha Financial Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
- Nicholas A. NielsenRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Robert R. Nimocks Jr.First Citizens Investor Services, Inc. · Certified Financial Planner
- Alexander J. NolanMML Investors Services, LLC · Certified Financial Planner
- Zachary S. O'BrienCrown Wealth Group LLC · Certified Financial Planner
- Ryan P. O'ConnorLPL Financial LLC · Certified Financial Planner
- Daniel J. O'RourkeStrathmore Capital Advisors · Certified Financial Planner
- Christopher D. OdenArkadios Wealth Advisors · Certified Financial Planner
- Tyler P. OdonnellPark Avenue Securities LLC · Certified Financial Planner
- Meghan M. OldisBragg Financial Advisors Inc. · Certified Financial Planner
- Andrew M. OrdemannVanguard Advisers, Inc. · Certified Financial Planner
- Julen OrmazaWells Fargo Clearing Services, LLC · Certified Financial Planner
- Michael J. OrtizUnited Capital Financial Advisors · Certified Financial Planner
- Leslie K. Ortiz-QuirozFocus Partners Wealth, LLC · Certified Financial Planner
- Benjamin C. OsborneSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Katharine E. OsborneCorient · Certified Financial Planner, Chartered Financial Consultant
- Wesley OsbournEdward Jones · Certified Financial Planner
- Angela S. OstendarpLPL Financial LLC · Certified Financial Planner
- Carter OteyModera Wealth Management, LLC · Certified Financial Planner
- Steven L. OuelletteTiaa-Cref Individual & Institutional Services, LLC · Certified Financial Planner
- Geoffrey H. OwenFront Porch Financial Advisory · Certified Financial Planner
- John M. PalkoCapital Investment Advisory Services, LLC · Certified Financial Planner
- Grant A. Palmer IVMariner · Certified Financial Planner
- James B. PalmerVanguard Advisers, Inc. · Certified Financial Planner
- Lansen E. PanSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Mario A. Pandolfo IIIInvesco Advisers, Inc. · Certified Financial Planner
- James D. ParadiseJanney Montgomery Scott LLC · Certified Financial Planner
- James C. ParkerVanguard Advisers, Inc. · Certified Financial Planner
- Jonie M. ParksModera Wealth Management, LLC · Certified Financial Planner
- Anish M. PatelVanguard Advisers, Inc. · Certified Financial Planner
- Jason PayneSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Grace E. PelinoRockefeller Financial LLC · Certified Financial Planner
- Salvador A. PerezTotem Wealth Management LLC · Certified Financial Planner
- David A. PerkinsVerum Partners LLC · Certified Financial Planner, Personal Financial Specialist
- Matthew R. PetersVanguard Advisers, Inc. · Certified Financial Planner
- Jon R. PetersonCorient · Certified Financial Planner
- Brandon R. PhillipsMai Capital Management, LLC · Certified Financial Planner
- Kevin M. PhinneyPrincipal Securities, Inc. · Certified Financial Planner
- Cynthia A. PiacentinoWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Irina PodmolskaSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Kenneth W. Poe Jr.Corient · Certified Financial Planner
- Lauren PoletoMorgan Stanley · Certified Financial Planner
- Justin D. PophamFirst Citizens Investor Services, Inc. · Certified Financial Planner
- Nicolae C. PoranceaVanguard Advisers, Inc. · Certified Financial Planner
- Michael J. PorterBankers Life Advisory Services, Inc. · Certified Financial Planner
- Jeremy W. PostVanguard Advisers, Inc. · Certified Financial Planner
- Shane D. PouliotModera Wealth Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- James A. PowellRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Jesse S. PowersVanguard Advisers, Inc. · Certified Financial Planner
- Patrick V. PowersLPL Financial LLC · Certified Financial Planner
- Stephen M. PowersLPL Financial LLC · Certified Financial Planner, Chartered Financial Analyst
- Jason PughStrategic Advisers LLC · Certified Financial Planner
- Melissa L. QuillanVanguard Advisers, Inc. · Certified Financial Planner
- Omar RadneyWells Fargo Clearing Services, LLC · Certified Financial Planner
- William RainwaterUnited Brokerage Services, Inc. · Certified Financial Planner
- Bryan J. RaithelVanguard Advisers, Inc. · Certified Financial Planner
- Jalen P. RandolphRitholtz Wealth Management · Certified Financial Planner
- Jordan J. RaniszeskiLPL Financial LLC · Certified Financial Planner
- Dennis S. RankowitzRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- James J. RatchfordWells Fargo Clearing Services, LLC · Certified Financial Planner
- Seth N. RatchfordStrategic Advisers LLC · Certified Financial Planner
- Stephen P. RatcliffeProvidence Capital Advisors, LLC · Certified Financial Planner
- Mahendra S. RathoreOmega Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Nathaniel A. RatliffVanguard Advisers, Inc. · Certified Financial Planner
- Michael A. ReddishMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Ann Marie ReilleyAlpha Financial Advisors, LLC · Certified Financial Planner
- Christopher J. RichardVanguard Advisers, Inc. · Certified Financial Planner
- Cynthia Richards-DonaldMML Investors Services, LLC · Certified Financial Planner
- Bradley F. RichardsonStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Eric D. RidenourColony Family Offices, LLC · Certified Financial Planner, Personal Financial Specialist
- Alvin D. Riley IIIndependent Advisor Alliance, LLC · Certified Financial Planner
- John E. RileyJanney Montgomery Scott LLC · Certified Financial Planner
- Jon B. RileyLPL Financial LLC · Certified Financial Planner
- Cody B. RitchieCornerstone Wealth Planning · Certified Financial Planner
- Lisa M. RiterVanguard Advisers, Inc. · Certified Financial Planner
- Randolph R. RoarkVanguard Advisers, Inc. · Certified Financial Planner
- Sarah E. RobinsonSupreme Alliance LLC · Certified Financial Planner
- Lisa M. Roche-BerlageVanguard Advisers, Inc. · Certified Financial Planner
- Ashley N. RosalesVanguard Advisers, Inc. · Certified Financial Planner
- Thomas B. RoseBragg Financial Advisors Inc. · Certified Financial Planner, Chartered Financial Analyst
- Ernest W. Ross IIIIndependent Advisor Alliance, LLC · Certified Financial Planner
- David F. RotatoriBeacon Capital Advisory Group · Certified Financial Planner
- Mark RothwellValmark Advisers, Inc. · Certified Financial Planner
- Kyle D. RotthoffVanguard Advisers, Inc. · Certified Financial Planner
- Todd G. RoweCompound Planning, Inc. · Certified Financial Planner
- Edward L. RowellCetera Investment Advisers LLC · Certified Financial Planner
- William P. RowlandVanguard Advisers, Inc. · Certified Financial Planner
- Jared C. RussAssetmark, Inc. · Certified Financial Planner
- John V. RyanNovare Capital Management · Certified Financial Planner
- Theresa M. RynaskiLPL Financial LLC · Certified Financial Planner
- Aaron M. SalmonPathfinder Planning LLC · Certified Financial Planner
Firms with the most CFP professionals in Charlotte
Vanguard Advisers, Inc. 159LPL Financial LLC 31Wells Fargo Clearing Services, LLC 18Edward Jones 14Schwab Wealth Advisory, Inc. 14Strategic Advisers LLC 14Corient 12Truist Advisory Services, Inc. 12Modera Wealth Management, LLC 10Raymond James Financial Services Advisors, Inc. 10Bragg Financial Advisors Inc. 9First Citizens Investor Services, Inc. 9Independent Advisor Alliance, LLC 9Novare Capital Management 9Alpha Financial Advisors, LLC 8
CFP advisors in other North Carolina cities
All of North Carolina →Raleigh 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 9Southern Pines 9
Questions
How many CFP financial advisors are in Charlotte, NC?
641 SEC-registered investment adviser representatives at firm offices in Charlotte, North Carolina list the CFP designation; Vanguard Advisers, Inc. employs the most of them (159).
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 Charlotte?
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.