Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Hendersonville, NC
Every SEC-registered financial advisor at a firm office in Hendersonville who lists the Certified Financial Planner designation, A to Z.
The short answer
11 CFP professionals work in Hendersonville; the most are at Edward Jones (2). 9 are also registered broker representatives.
CFP advisors in Hendersonville, A to Z
Every advisor in Hendersonville →- Matthew G. AldrichEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Richard B. Alexander Jr.Steward Partners Investment Advisory, LLC · Certified Financial Planner, Chartered Financial Consultant
- Timothy L. AskewRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Heather A. BanksLPL Enterprise, LLC · Certified Financial Planner
- Jeremie S. KeltPfg Advisors · Certified Financial Planner
- John T. LinkousOsaic Wealth, Inc. · Certified Financial Planner
- Robert A. MacdonaldMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- David J. MaupinEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Dwayne W. PowellRobert W. Baird & Co. Incorporated · Certified Financial Planner
- James T. TannerWells Fargo Clearing Services, LLC · Certified Financial Planner
- Germaine G. WeldonInspired Financial Planners · Certified Financial Planner, Personal Financial Specialist
Firms with the most CFP professionals in Hendersonville
Edward Jones 2Inspired Financial Planners 1LPL Enterprise, LLC 1Merrill Lynch, Pierce, Fenner & Smith Incorporated 1Osaic Wealth, Inc. 1Pfg Advisors 1Raymond James Financial Services Advisors, Inc. 1Robert W. Baird & Co. Incorporated 1Steward Partners Investment Advisory, 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 11Fayetteville 11Concord 10New Bern 10Pinehurst 10Burlington 9Southern Pines 9
Questions
How many CFP financial advisors are in Hendersonville, NC?
11 SEC-registered investment adviser representatives at firm offices in Hendersonville, North Carolina list the CFP designation; Edward Jones 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 Hendersonville?
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.