Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Huntersville, NC
Every SEC-registered financial advisor at a firm office in Huntersville who lists the Certified Financial Planner designation, A to Z.
The short answer
34 CFP professionals work in Huntersville; the most are at Strategic Advisers LLC (7). 22 are also registered broker representatives.
CFP advisors in Huntersville, A to Z
Every advisor in Huntersville →- Adwowa F. Afenyi-Annan3a Financial Group, LLC · Certified Financial Planner
- John B. BalcerzakA4 Wealth Advisors LLC · Certified Financial Planner
- Brandi BehlkeStrategic Advisers LLC · Certified Financial Planner
- Cole C. BlankenshipStrategic Advisers LLC · Certified Financial Planner
- Barrett J. BrooksStrategic Advisers LLC · Certified Financial Planner
- Stephan BukerStrategic Advisers LLC · Certified Financial Planner
- Christian W. BurnsEdward Jones · Certified Financial Planner
- Jeffrey A. CarboneCornerstone Wealth · Certified Financial Planner
- Robert P. ClarkRaymond James & Associates, Inc. · Certified Financial Planner
- Jerett R. DimarzioCornerstone Wealth · Certified Financial Planner
- Cory M. EspositoA4 Wealth Advisors LLC · Certified Financial Planner
- Jennifer G. FensleyCapsouth Wealth Management · Certified Financial Planner
- Jeri M. GlazerIp Financial Advisory Services LLC · Certified Financial Planner
- Jeremy W. GrantCornerstone Wealth · Certified Financial Planner
- Jermile B. HayesStrategic Advisers LLC · Certified Financial Planner
- Katherine P. HolmesFirst Command Advisory Services · Certified Financial Planner
- Delvin L. JoyceLPL Enterprise, LLC · Certified Financial Planner, Chartered Financial Consultant
- David KittermanEmpower Advisory Group, LLC · Certified Financial Planner
- James K. KrapfelGlass Lake Wealth Management · Certified Financial Planner, Chartered Financial Analyst
- Kara B. KunzCornerstone Wealth · Certified Financial Planner
- Austin LarsonStrategic Advisers LLC · Certified Financial Planner
- Jonathan W. LentzEdward Jones · Certified Financial Planner
- Ioulia A. LinkCredit Union Investment Services · Certified Financial Planner
- Douglas MarlowCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Leonard MarteAbundant Advisors, LLC · Certified Financial Planner
- Matthew A. MoyzisCornerstone Wealth · Certified Financial Planner
- Brandon R. OpreTrusttree Financial LLC · Certified Financial Planner
- Amber L. RobinsonAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Scott D. RobinsonAmeriprise Financial Services, LLC · Certified Financial Planner
- Ryan A. RubinEdward Jones · Certified Financial Planner
- Jon C. SchrandStrategic Advisers LLC · Certified Financial Planner
- Zachary A. SpainhourA4 Wealth Advisors LLC · Certified Financial Planner
- Mallory WarrenAerden LLC · Certified Financial Planner
- Edward M. Wood IIICornerstone Wealth · Certified Financial Planner
Firms with the most CFP professionals in Huntersville
Strategic Advisers LLC 7Cornerstone Wealth 6A4 Wealth Advisors LLC 3Edward Jones 3Ameriprise Financial Services, LLC 23a Financial Group, LLC 1Abundant Advisors, LLC 1Aerden LLC 1Capsouth Wealth Management 1Cetera Investment Advisers LLC 1Credit Union Investment Services 1Empower Advisory Group, LLC 1First Command Advisory Services 1Glass Lake Wealth Management 1Ip Financial Advisory Services LLC 1
CFP advisors in other North Carolina cities
All of North Carolina →Charlotte 644Raleigh 361Greensboro 113Wilmington 90Durham 86Chapel Hill 71Cary 62Asheville 59Winston 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 Huntersville, NC?
34 SEC-registered investment adviser representatives at firm offices in Huntersville, North Carolina list the CFP designation; Strategic Advisers LLC employs the most of them (7).
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 Huntersville?
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.