Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Davidson, NC
Every SEC-registered financial advisor at a firm office in Davidson who lists the Certified Financial Planner designation, A to Z.
11 CFP professionals work in Davidson; the most are at Wells Fargo Clearing Services, LLC (4). 10 are also registered broker representatives.
CFP advisors in Davidson, A to Z
Every advisor in Davidson →- Noah AllmarasEdward Jones · Certified Financial Planner
- David CarraraCitizens Securities, Inc. · Certified Financial Planner
- John G. FrechetteFoundry Financial LLC · Certified Financial Planner
- William D. HaugenWells Fargo Clearing Services, LLC · Certified Financial Planner
- David W. HeiligenthalerLPL Financial LLC · Certified Financial Planner
- Joseph W. NealWells Fargo Clearing Services, LLC · Certified Financial Planner
- Kathryn NusbaumRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Kevin D. PhillipsRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Brett R. StonerWells Fargo Clearing Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Jerathen L. TillmanLPL Financial LLC · Certified Financial Planner
- Brandon R. WhelanWells Fargo Clearing Services, LLC · Certified Financial Planner
Firms with the most CFP professionals in Davidson
Wells Fargo Clearing Services, LLC 4LPL Financial LLC 2Robert W. Baird & Co. Incorporated 2Citizens Securities, Inc. 1Edward Jones 1Foundry Financial 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 12Fayetteville 11Hendersonville 11Concord 10New Bern 10Pinehurst 10Burlington 9Southern Pines 9
Questions
How many CFP financial advisors are in Davidson, NC?
11 SEC-registered investment adviser representatives at firm offices in Davidson, North Carolina list the CFP designation; Wells Fargo Clearing Services, LLC employs the most of them (4).
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 Davidson?
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.