Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Durham, NC
Every SEC-registered financial advisor at a firm office in Durham who lists the Certified Financial Planner designation, A to Z.
86 CFP professionals work in Durham; the most are at Edward Jones (10). 46 are also registered broker representatives.
CFP advisors in Durham, A to Z
Every advisor in Durham →- Leith AliStrategic Advisers LLC · Certified Financial Planner
- Serene AlsousValic Financial Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Douglas V. AmisCardinal Retirement Planning, Inc. · Certified Financial Planner
- Gregory S. ArcherEdward Jones · Certified Financial Planner
- Ellen B. BaileyVerity Asset Management · Certified Financial Planner
- Marie E. BakerRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Megan BlumStrategic Advisers LLC · Certified Financial Planner
- Noah R. BrassStrategic Advisers LLC · Certified Financial Planner
- Eric D. BrotmanKestra Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- James C. BrownMinerva Planning Group · Certified Financial Planner
- William H. Bryant Jr.Bryant & Brannock, LLC. · Certified Financial Planner
- Curtis R. ByrdOnyx Wealth Management, LLC · Certified Financial Planner
- David A. CastroFocus Partners Wealth, LLC · Certified Financial Planner
- Charles R. CliftonSycamore Financial Planning, LLC · Certified Financial Planner
- James J. ContinoValic Financial Advisors, Inc. · Certified Financial Planner
- Ryan C. CookValic Financial Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Amanda M. DecesarTara Wealth · Certified Financial Planner
- Matthew T. DellaeroFacet · Certified Financial Planner
- Douglas S. DickersonEdward Jones · Certified Financial Planner
- Michelle A. DisneyAllworth Financial, L.P. · Certified Financial Planner
- Lance C. DoblerTiaa-Cref Individual & Institutional Services, LLC · Certified Financial Planner
- Michaelangelo DooleyNew Edge Wealth · Certified Financial Planner
- Jacob O. DoserRosewood Wealth Management · Certified Financial Planner
- William M. DurhamVerity Asset Management · Certified Financial Planner
- Ethan B. EarlesSycamore Financial Planning, LLC · Certified Financial Planner
- Brian C. ElefanteLPL Financial LLC · Certified Financial Planner
- Gary J. ElefanteLPL Financial LLC · Certified Financial Planner
- Michael A. EsserEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Thomas C. Figgatt Jr.Portolan Financial Planning LLC · Certified Financial Planner
- Lyle D. Finley Jr.Rj20, Inc. · Certified Financial Planner
- Christian FitzhughStrategic Advisers LLC · Certified Financial Planner
- Marcus W. FryarFryar Financial · Certified Financial Planner
- Lisa M. GabrielPinafore Wealth Counsel Inc. · Certified Financial Planner, Chartered Financial Consultant
- Gary GauldenOsaic Advisory Services, LLC · Certified Financial Planner
- Joseph M. GordonSummit Financial, LLC · Certified Financial Planner
- Alexander GraciaValic Financial Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Jeffrey S. GrizerTiaa-Cref Individual & Institutional Services, LLC · Certified Financial Planner, Chartered Financial Analyst
- Thomas D. Haden IIValic Financial Advisors, Inc. · Certified Financial Planner
- Jason R. HarmonKestra Advisory Services, LLC · Certified Financial Planner
- Christopher M. HarrisonVerity Asset Management · Certified Financial Planner
- Samantha L. HeflinSlp Wealth · Certified Financial Planner
- Whitney D. HillCreative Planning · Certified Financial Planner
- Joshua N. HollandSycamore Financial Planning, LLC · Certified Financial Planner
- Travis L. HornsbySlp Wealth · Certified Financial Planner, Chartered Financial Analyst
- Timothy T. IselerIseler Financial · Certified Financial Planner
- Madison JaneczkoStrategic Advisers LLC · Certified Financial Planner
- Daniel E. JobeValic Financial Advisors, Inc. · Certified Financial Planner
- Ohan KayikchyanAlohana Financial, LLC · Certified Financial Planner
- Christian D. KeedyGuardian Wealth Advisors, LLC · Certified Financial Planner
- Julie G. KellyEdward Jones · Certified Financial Planner
- Michael G. KothakotaWolfbridge Wealth · Certified Financial Planner
- Jennifer L. LazarusLazarus Financial Planning · Certified Financial Planner
- Robert E. LorelliStrategic Advisers LLC · Certified Financial Planner
- Kyle S. MaxwellStrategic Advisers LLC · Certified Financial Planner
- Scott T. McDonaldSlp Wealth · Certified Financial Planner
- Meagan R. McGuireSlp Wealth · Certified Financial Planner, Chartered Financial Consultant
- Raymond A. MennaVerity Asset Management · Certified Financial Planner
- Andrew L. MetzEdward Jones · Certified Financial Planner
- Joseph K. MillerConcurrent Investment Advisors, LLC · Certified Financial Planner
- Joseph G. MooreSummit Financial, LLC · Certified Financial Planner, Chartered Financial Analyst
- Mark D. NachimsonValic Financial Advisors, Inc. · Certified Financial Planner
- Mary-Charles NassifEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Henry H. NewtonEdward Jones · Certified Financial Planner
- Dakota D. NiedermeierKestra Advisory Services, LLC · Certified Financial Planner
- Robert H. OutenKuhn Advisors, Inc. · Certified Financial Planner
- Corey L. OvercashValic Financial Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Allen B. ParkerEdward Jones · Certified Financial Planner
- Derek J. ParrishEdward Jones · Certified Financial Planner
- Joshua C. PolidoriCetera Investment Advisers LLC · Certified Financial Planner
- Nicholas R. PowellValic Financial Advisors, Inc. · Certified Financial Planner
- Andres L. QuezadaStrategic Advisers LLC · Certified Financial Planner
- Laura E. RadkoStrategic Advisers LLC · Certified Financial Planner
- Janet F. RamseyLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Charles E. RoeKestra Advisory Services, LLC · Certified Financial Planner
- Grant A. RussellHub Investment Partners, LLC · Certified Financial Planner
- Kathleen E. ScharlScharl Advisory Services, Inc. · Certified Financial Planner
- Hans E. Scheil Jr.Brookstone Capital Management LLC · Certified Financial Planner, Chartered Financial Consultant
- Robert C. ScholesAllworth Financial, L.P. · Certified Financial Planner, Chartered Financial Analyst
- Elizabeth H. ScupinRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Nicholas C. SeligmanCenter Peak Financial · Certified Financial Planner
- Michael K. SharplesLPL Financial LLC · Certified Financial Planner
- James C. SummersEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- John ThomasStrategic Advisers LLC · Certified Financial Planner
- Augustus R. Thompson Jr.Cetera Investment Advisers LLC · Certified Financial Planner
- James H. TuckerCetera Investment Advisers LLC · Certified Financial Planner
- Donella R. WinklerAllworth Financial, L.P. · Certified Financial Planner
Firms with the most CFP professionals in Durham
Edward Jones 10Strategic Advisers LLC 10Valic Financial Advisors, Inc. 9Kestra Advisory Services, LLC 4LPL Financial LLC 4Slp Wealth 4Verity Asset Management 4Allworth Financial, L.P. 3Cetera Investment Advisers LLC 3Sycamore Financial Planning, LLC 3Raymond James Financial Services Advisors, Inc. 2Summit Financial, LLC 2Tiaa-Cref Individual & Institutional Services, LLC 2Alohana Financial, LLC 1Brookstone Capital Management LLC 1
CFP advisors in other North Carolina cities
All of North Carolina →Charlotte 644Raleigh 361Greensboro 113Wilmington 90Chapel 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 Durham, NC?
86 SEC-registered investment adviser representatives at firm offices in Durham, 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 Durham?
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.