Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Holly Springs, NC
Every SEC-registered financial advisor at a firm office in Holly Springs who lists the Certified Financial Planner designation, A to Z.
The short answer
6 CFP professionals work in Holly Springs; the most are at Bellwether Investment Group, LLC (1). 5 are also registered broker representatives.
CFP advisors in Holly Springs, A to Z
Every advisor in Holly Springs →- Christian FitzhughStrategic Advisers LLC · Certified Financial Planner
- William B. GronerCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- William R. McGoldrick Sr.Osaic Wealth, Inc. · Certified Financial Planner
- Lance R. RayBellwether Investment Group, LLC · Certified Financial Planner
- Michael J. StoneEdward Jones · Certified Financial Planner
- Marcin F. SwiderskiLPL Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in Holly Springs
Bellwether Investment Group, LLC 1Cambridge Investment Research Advisors, Inc. 1Edward Jones 1LPL Financial LLC 1Osaic Wealth, Inc. 1Strategic Advisers 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 Holly Springs, NC?
6 SEC-registered investment adviser representatives at firm offices in Holly Springs, North Carolina list the CFP designation; Bellwether Investment Group, LLC 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 Holly Springs?
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.