Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in High Point, NC
Every SEC-registered financial advisor at a firm office in High Point who lists the Certified Financial Planner designation, A to Z.
6 CFP professionals work in High Point; the most are at &Partners (1). 5 are also registered broker representatives.
CFP advisors in High Point, A to Z
Every advisor in High Point →- Daniel S. CraverStrategic Advisers LLC · Certified Financial Planner
- Duane K. EdwardsWells Fargo Clearing Services, LLC · Certified Financial Planner
- Raymond C. KuetheEdward Jones · Certified Financial Planner
- Kurt W. ShulerSledge And Company Wealth Advisors · Certified Financial Planner
- Stanley R. SmithRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- David S. Thompson&Partners · Certified Financial Planner
Firms with the most CFP professionals in High Point
&Partners 1Edward Jones 1Raymond James Financial Services Advisors, Inc. 1Sledge And Company Wealth Advisors 1Strategic Advisers 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 11Hendersonville 11Concord 10New Bern 10Pinehurst 10Burlington 9
Questions
How many CFP financial advisors are in High Point, NC?
6 SEC-registered investment adviser representatives at firm offices in High Point, North Carolina list the CFP designation; &Partners employs the most of them (1).
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 High Point?
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.