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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in New Bern, NC

Every SEC-registered financial advisor at a firm office in New Bern who lists the Certified Financial Planner designation, A to Z.

10 CFP professionals work in New Bern; the most are at Bluesky Wealth Advisors, LLC (2). 8 are also registered broker representatives.

CFP advisors in New Bern, A to Z

Every advisor in New Bern →

Firms with the most CFP professionals in New Bern

Bluesky Wealth Advisors, LLC 2Edward Jones 2Truist Advisory Services, Inc. 2Cetera Investment Advisers LLC 1Osaic Wealth, Inc. 1Raymond James Financial Services Advisors, Inc. 1Wells Fargo Advisors Financial Network, 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 10Pinehurst 10Burlington 9Southern Pines 9

Questions

How many CFP financial advisors are in New Bern, NC?

10 SEC-registered investment adviser representatives at firm offices in New Bern, North Carolina list the CFP designation; Bluesky Wealth Advisors, 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 New Bern?

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.