Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Fayetteville, NC
Every SEC-registered financial advisor at a firm office in Fayetteville who lists the Certified Financial Planner designation, A to Z.
11 CFP professionals work in Fayetteville; the most are at Geneos Wealth Management, Inc. (3). 10 are also registered broker representatives.
CFP advisors in Fayetteville, A to Z
Every advisor in Fayetteville →- Isaac R. AllenStalwart Financial Planning · Certified Financial Planner
- Debbie BestEdward Jones · Certified Financial Planner
- Alicia S. DonahueStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Teresa M. ElliottWells Fargo Clearing Services, LLC · Certified Financial Planner
- Daniel C. Griffin IIIFirst Citizens Investor Services, Inc. · Certified Financial Planner
- James MelvinWells Fargo Advisors Financial Network, LLC · Certified Financial Planner, Chartered Financial Consultant
- David E. Nobles Sr.Geneos Wealth Management, Inc. · Certified Financial Planner
- David M. PoundGeneos Wealth Management, Inc. · Certified Financial Planner
- Nicholas J. RademacherGeneos Wealth Management, Inc. · Certified Financial Planner
- Catina M. RuizFirst Command Advisory Services · Certified Financial Planner
- James K. WilsonStrategic Advisers LLC · Certified Financial Planner
Firms with the most CFP professionals in Fayetteville
Geneos Wealth Management, Inc. 3Edward Jones 1First Citizens Investor Services, Inc. 1First Command Advisory Services 1Stalwart Financial Planning 1Stifel, Nicolaus & Company, Incorporated 1Strategic Advisers LLC 1Wells Fargo Advisors Financial Network, LLC 1Wells Fargo Clearing 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 11Hendersonville 11Concord 10New Bern 10Pinehurst 10Burlington 9Southern Pines 9
Questions
How many CFP financial advisors are in Fayetteville, NC?
11 SEC-registered investment adviser representatives at firm offices in Fayetteville, North Carolina list the CFP designation; Geneos Wealth Management, Inc. 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 Fayetteville?
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.