Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Cornelius, NC
Every SEC-registered financial advisor at a firm office in Cornelius who lists the Certified Financial Planner designation, A to Z.
24 CFP professionals work in Cornelius; the most are at Alphastar Capital Management (5). 11 are also registered broker representatives.
CFP advisors in Cornelius, A to Z
Every advisor in Cornelius →- Jonathan P. BlevinsAlphastar Capital Management · Certified Financial Planner, Chartered Financial Consultant
- Bjorn E. BorgAlphastar Capital Management · Certified Financial Planner
- Andrew M. BreasureTruist Advisory Services, Inc. · Certified Financial Planner
- Antonio M. BurkettAspire Private Capital · Certified Financial Planner
- David J. Byrne IIEdward Jones · Certified Financial Planner
- Justin D. ChamplainAlphastar Capital Management · Certified Financial Planner
- Paige M. EarlsCrestwood Advisors · Certified Financial Planner
- Thomas J. FarrellAspire Private Capital · Certified Financial Planner
- David G. HahlEdward Jones · Certified Financial Planner
- Christopher T. LeePassport Wealth Management · Certified Financial Planner
- Jason E. ListAventus Investment Advisors, Inc. · Certified Financial Planner
- Jason MaRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Reid MathewsAlphastar Capital Management · Certified Financial Planner
- Lateesha M. McCulloughEdward Jones · Certified Financial Planner
- Gregory G. PadgittAspire Private Capital · Certified Financial Planner
- Zachary A. PopovecAlphastar Capital Management · Certified Financial Planner
- Austin T. PortelanceKestra Private Wealth Services, LLC · Certified Financial Planner
- Kenneth A. PutnamIndependent Advisor Alliance, LLC · Certified Financial Planner
- David L. SchiffRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Wesley C. TaylorAspire Private Capital · Certified Financial Planner
- Daniel J. TobiasPassport Wealth Management · Certified Financial Planner
- Sean M. TravisEdward Jones · Certified Financial Planner
- Matthew S. WeaverPruco Securities, LLC. · Certified Financial Planner
- Larkin WobbeRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Cornelius
Alphastar Capital Management 5Aspire Private Capital 4Edward Jones 4Raymond James Financial Services Advisors, Inc. 3Passport Wealth Management 2Aventus Investment Advisors, Inc. 1Crestwood Advisors 1Independent Advisor Alliance, LLC 1Kestra Private Wealth Services, LLC 1Pruco Securities, LLC. 1Truist Advisory Services, Inc. 1
CFP advisors in other North Carolina cities
All of North Carolina →Charlotte 644Raleigh 361Greensboro 113Wilmington 90Durham 86Chapel Hill 71Cary 62Asheville 59Huntersville 34Winston Salem 31Winston-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 Cornelius, NC?
24 SEC-registered investment adviser representatives at firm offices in Cornelius, North Carolina list the CFP designation; Alphastar Capital Management employs the most of them (5).
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 Cornelius?
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.