Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Concord, NC
Every SEC-registered financial advisor at a firm office in Concord who lists the Certified Financial Planner designation, A to Z.
10 CFP professionals work in Concord; the most are at Edward Jones (3). 5 are also registered broker representatives.
CFP advisors in Concord, A to Z
Every advisor in Concord →- Paul N. ClarkMill Capital Management, LLC · Certified Financial Planner
- Gerald G. CraigIfg Advisory, LLC · Certified Financial Planner, Chartered Financial Consultant
- Michael J. HanzlikEdward Jones · Certified Financial Planner
- Jeffrey D. HartsockEdward Jones · Certified Financial Planner
- Hseng W. HsiangEdward Jones · Certified Financial Planner
- William B. KingKestra Advisory Services, LLC · Certified Financial Planner
- Nicholas A. O'KellyCadence Wealth Partners, LLC · Certified Financial Planner
- Timothy P. Pope360 Aviation Advisors, LLC · Certified Financial Planner
- Jonathan W. RhoneyMill Capital Management, LLC · Certified Financial Planner
- Sean M. WilliamsCadence Wealth Partners, LLC · Certified Financial Planner
Firms with the most CFP professionals in Concord
Edward Jones 3Cadence Wealth Partners, LLC 2Mill Capital Management, LLC 2360 Aviation Advisors, LLC 1Ifg Advisory, LLC 1Kestra Advisory 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 11New Bern 10Pinehurst 10Burlington 9Southern Pines 9
Questions
How many CFP financial advisors are in Concord, NC?
10 SEC-registered investment adviser representatives at firm offices in Concord, North Carolina list the CFP designation; Edward Jones employs the most of them (3).
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 Concord?
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.