Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Greenville, NC
Every SEC-registered financial advisor at a firm office in Greenville who lists the Certified Financial Planner designation, A to Z.
The short answer
18 CFP professionals work in Greenville; the most are at Ameriprise Financial Services, LLC (2). 13 are also registered broker representatives.
CFP advisors in Greenville, A to Z
Every advisor in Greenville →- James M. BengalaAmeriprise Financial Services, LLC · Certified Financial Planner
- Jonathan C. BlackwellCarolina Wealth Management, Inc. · Certified Financial Planner
- James BuieWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Janet E. CarpenterCetera Investment Advisers LLC · Certified Financial Planner
- Michael J. DeliaLPL Financial LLC · Certified Financial Planner
- Robert B. HoughIntegrated Wealth Concepts LLC · Certified Financial Planner
- Tanner K. HoytH. L. Ormond & Company, LLC · Certified Financial Planner
- David R. HuntIntegrated Wealth Concepts LLC · Certified Financial Planner
- Samuel R. HyltonTruist Advisory Services, Inc. · Certified Financial Planner
- Christopher E. JenkinsCetera Investment Advisers LLC · Certified Financial Planner
- Don F. KeelKeel & Long Financial Management, LLC · Certified Financial Planner
- James PagnaniWells Fargo Clearing Services, LLC · Certified Financial Planner
- Marie B. PeeleAmeriprise Financial Services, LLC · Certified Financial Planner
- Jonathan R. PowersEdward Jones · Certified Financial Planner
- Denny W. PurserFirst Heartland Consultants, Inc. · Certified Financial Planner
- Bryan A. Rendon SalazarOsaic Advisory Services, LLC · Certified Financial Planner
- Bret D. SmithLincoln Investment · Certified Financial Planner, Chartered Financial Consultant
- James G. TauntonGeneos Wealth Management, Inc. · Certified Financial Planner, Chartered Financial Consultant
Firms with the most CFP professionals in Greenville
Ameriprise Financial Services, LLC 2Cetera Investment Advisers LLC 2Integrated Wealth Concepts LLC 2Carolina Wealth Management, Inc. 1Edward Jones 1First Heartland Consultants, Inc. 1Geneos Wealth Management, Inc. 1H. L. Ormond & Company, LLC 1Keel & Long Financial Management, LLC 1LPL Financial LLC 1Lincoln Investment 1Osaic Advisory Services, LLC 1Truist Advisory Services, Inc. 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 22Matthews 18Apex 15Wake Forest 14Mooresville 12Davidson 11Fayetteville 11Hendersonville 11Concord 10New Bern 10Pinehurst 10Burlington 9Southern Pines 9
Questions
How many CFP financial advisors are in Greenville, NC?
18 SEC-registered investment adviser representatives at firm offices in Greenville, North Carolina list the CFP designation; Ameriprise Financial Services, LLC employs the most of them (2).
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 Greenville?
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.