Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Greensboro, NC
Every SEC-registered financial advisor at a firm office in Greensboro who lists the Certified Financial Planner designation, A to Z.
The short answer
113 CFP professionals work in Greensboro; the most are at LPL Financial LLC (9). 61 are also registered broker representatives.
CFP advisors in Greensboro, A to Z
Every advisor in Greensboro →- Walter E. AbeleCaptrust · Certified Financial Planner
- Nathan H. AldendailEdward Jones · Certified Financial Planner
- Christopher J. ArenaClef Financial, LLC · Certified Financial Planner
- Alvan M. Aron Jr.Valic Financial Advisors, Inc. · Certified Financial Planner
- Dorothy C. AydlettOnedigital · Certified Financial Planner, Chartered Financial Consultant
- Benjamin G. BaileySmith Salley Wealth Management · Certified Financial Planner
- Eric G. BarnettSmith Salley Wealth Management · Certified Financial Planner
- Edmund S. Batchelor Jr.Smith Salley Wealth Management · Certified Financial Planner
- David L. BelkCarolina Financial Advisors, Inc. · Certified Financial Planner
- Daniel T. BillingsAmeritas Advisory Services, LLC · Certified Financial Planner
- Dennis R. BissellCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Patricia A. BlairWedbush Securities Inc. · Certified Financial Planner
- Douglas W. Bridges Jr.Valic Financial Advisors, Inc. · Certified Financial Planner
- Lindsay R. BrockHightower Advisors, LLC · Certified Financial Planner
- Roberta A. BrumseyOsaic Wealth, Inc. · Certified Financial Planner
- Bradley N. BurkSmith Salley Wealth Management · Certified Financial Planner
- James C. Byers IIAdaptfirst Investments LLC · Certified Financial Planner
- Charles E. CarrickBeacon Pointe Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- David ChildsSpartan Planning Group · Certified Financial Planner
- Richard P. Class IID.A. Davidson & Co. · Certified Financial Planner
- Sanders CockmanMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Jacob O. CollinsworthSmith Salley Wealth Management · Certified Financial Planner, Chartered Financial Analyst
- Richard A. CookLevel Wealth Management LLC · Certified Financial Planner
- Ryan T. CookeTruist Advisory Services, Inc. · Certified Financial Planner
- Amber A. CornwellValic Financial Advisors, Inc. · Certified Financial Planner
- Phillip C. DanieleyDavenport & Company LLC · Certified Financial Planner
- Michael A. DavisLegs Financial · Certified Financial Planner
- Ikechukwu EgwuonwuRoot Financial Partners · Certified Financial Planner
- Phillip EptingCaptrust · Certified Financial Planner
- Albert D. ErbSanctuary Advisors, LLC · Certified Financial Planner
- Linda P. EricksonCetera Investment Advisers LLC · Certified Financial Planner
- Pasquale ErrichielloSmith Salley Wealth Management · Certified Financial Planner
- Everett R. FergusonFinancial Transparency · Certified Financial Planner
- Richard M. FlandersMatson Money, Inc. · Certified Financial Planner
- Charles R. FridingerAlta Advisors LLC · Certified Financial Planner
- Leslie GarnerAdaptfirst Investments LLC · Certified Financial Planner
- David P. Gray Jr.Capital Management LLC · Certified Financial Planner
- Roy S. GreerKestra Advisory Services, LLC · Certified Financial Planner
- Lori H. HaddockBlueprint Financial Advisors · Certified Financial Planner
- Kevin E. Herron Jr.Wedbush Securities Inc. · Certified Financial Planner
- Max HuebnerCetera Investment Advisers LLC · Certified Financial Planner
- Jeffery W. HwangBeacon Pointe Advisors, LLC · Certified Financial Planner
- Karla D. JohnsonStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Matthew H. JohnsonDefining Legacy Advisors · Certified Financial Planner
- Christopher W. JonesCarolina Financial Advisors, Inc. · Certified Financial Planner
- Wendell P. Jones Jr.Phoenix Financial Solutions, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Karen C. KahnTruist Advisory Services, Inc. · Certified Financial Planner
- Courtney A. KidwellHightower Advisors, LLC · Certified Financial Planner
- James C. KingMutual Advisors, LLC · Certified Financial Planner
- James D. Kirven IVRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Catriona J. Kyle-RiceWells Fargo Clearing Services, LLC · Certified Financial Planner
- Stephen M. LafranceRidgestone Wealth · Certified Financial Planner
- Phyllis G. LancasterMission Wealth Management, LP · Certified Financial Planner
- Kaitlyn R. LingardOnedigital · Certified Financial Planner
- Andrew M. LippertSimplified Wealth LLC · Certified Financial Planner, Chartered Financial Analyst
- Michael J. LonanoOsaic Wealth, Inc. · Certified Financial Planner
- Erica R. LyallStrategic Advisory Partners · Certified Financial Planner
- Ashley MaddenStrategic Blueprint, LLC · Certified Financial Planner
- John W. MarskeOnedigital · Certified Financial Planner
- Dylan W. MartinThe Fiduciary Alliance · Certified Financial Planner
- Tara H. MaxwellHightower Advisors, LLC · Certified Financial Planner
- Andrew J. MayonEdward Jones · Certified Financial Planner
- Matthew J. McCoyLPL Financial LLC · Certified Financial Planner
- Chad J. McKinneyValic Financial Advisors, Inc. · Certified Financial Planner
- Paula McMillanHightower Advisors, LLC · Certified Financial Planner
- Luke MillsTruist Advisory Services, Inc. · Certified Financial Planner
- Steven MoffittXypn Sapphire · Certified Financial Planner
- David R. MorganRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Steven H. MortonCaptrust · Certified Financial Planner
- Uno NieebanOsaic Wealth, Inc. · Certified Financial Planner
- Aaron H. ParrishLevel Wealth Management LLC · Certified Financial Planner
- Robert A. PatroneteWells Fargo Clearing Services, LLC · Certified Financial Planner
- Parrish L. PeddrickGranville Capital, Inc. · Certified Financial Planner
- Jonathan D. PetersLPL Financial LLC · Certified Financial Planner
- Durriya D. PierceFruitful · Certified Financial Planner
- William S. PolandCarolina Financial Advisors, Inc. · Certified Financial Planner
- Jeffrey N. PowellCornerstone Wealth · Certified Financial Planner
- Travis RayBy Design Financial Planning · Certified Financial Planner
- Christopher A. RegeisLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- John E. RileyJanney Montgomery Scott LLC · Certified Financial Planner
- Brittany N. RobertsonCetera Investment Advisers LLC · Certified Financial Planner
- Allen J. RoppSmith Salley Wealth Management · Certified Financial Planner
- Timothy RossiterOsaic Wealth, Inc. · Certified Financial Planner
- David RuckEdward Jones · Certified Financial Planner
- Michael J. SandlinLPL Financial LLC · Certified Financial Planner
- Virginia B. SaslowOppenheimer & Co. Inc. · Certified Financial Planner
- Trent O. SchlonegerValic Financial Advisors, Inc. · Certified Financial Planner
- John G. Scott Jr.Stifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Stephen D. SextonLPL Financial LLC · Certified Financial Planner
- Michael A. SigmonWells Fargo Clearing Services, LLC · Certified Financial Planner
- Kent D. SimmonsEdward Jones · Certified Financial Planner
- Joanna B. SmithKestra Advisory Services, LLC · Certified Financial Planner
- Justin W. SmithSmith Partners Wealth Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- Kyle H. SmithLPL Financial LLC · Certified Financial Planner
- Jamie G. SmothersFirst Citizens Investor Services, Inc. · Certified Financial Planner
- Jonathan L. SpillmanEdward Jones · Certified Financial Planner
- Edward B. Stephens1808 Capital Partners · Certified Financial Planner
- Blaise StevensStrategic Advisory Partners · Certified Financial Planner, Chartered Financial Consultant
- Matthew A. StrattonOnedigital · Certified Financial Planner, Chartered Financial Consultant
- Ursula M. StrongEdward Jones · Certified Financial Planner
- Teresa E. TaltonHightower Advisors, LLC · Certified Financial Planner
- Timothy A. ToweryValic Financial Advisors, Inc. · Certified Financial Planner
- Sammy R. Tuggle Jr.LPL Financial LLC · Certified Financial Planner
- Paul A. VidovichStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- John H. VoightAmeriprise Financial Services, LLC · Certified Financial Planner
- Logan T. WhitlockCetera Investment Advisers LLC · Certified Financial Planner
- James E. WilkieLPL Financial LLC · Certified Financial Planner
- Joel WilliamsonLPL Financial LLC · Certified Financial Planner
- Brian E. WinsteadDavenport & Company LLC · Certified Financial Planner
- Lawrence W. Wiswall Jr.Tcs Financial Services, Inc. · Certified Financial Planner
- Jeremy M. ZittingCharles Schwab & Co., Inc. · Certified Financial Planner
- Mary H. ZogzasStrategic Advisers LLC · Certified Financial Planner
- Ann B. ZurawZuraw Financial Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
Firms with the most CFP professionals in Greensboro
LPL Financial LLC 9Smith Salley Wealth Management 7Edward Jones 6Valic Financial Advisors, Inc. 6Cetera Investment Advisers LLC 5Hightower Advisors, LLC 5Onedigital 4Osaic Wealth, Inc. 4Captrust 3Carolina Financial Advisors, Inc. 3Stifel, Nicolaus & Company, Incorporated 3Truist Advisory Services, Inc. 3Wells Fargo Clearing Services, LLC 3Adaptfirst Investments LLC 2Beacon Pointe Advisors, LLC 2
CFP advisors in other North Carolina cities
All of North Carolina →Charlotte 644Raleigh 361Wilmington 90Durham 86Chapel 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 Greensboro, NC?
113 SEC-registered investment adviser representatives at firm offices in Greensboro, North Carolina list the CFP designation; LPL Financial LLC employs the most of them (9).
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 Greensboro?
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.