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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Pinehurst, NC

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

10 CFP professionals work in Pinehurst; the most are at Wells Fargo Clearing Services, LLC (3). 7 are also registered broker representatives.

CFP advisors in Pinehurst, A to Z

Every advisor in Pinehurst →
  • Mark A. BareGolden Pine Advisory, LLC · Certified Financial Planner
  • Albert ChenCourse Management Investment Advisors, LLC · Certified Financial Planner
  • William R. EastmanStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
  • Blanchard I. GranvilleGranville Wealth Management, Inc. · Certified Financial Planner
  • Chemerin M. GreggLPL Financial LLC · Certified Financial Planner
  • Betty B. KingWells Fargo Clearing Services, LLC · Certified Financial Planner
  • Jill A. PainterWells Fargo Clearing Services, LLC · Certified Financial Planner
  • Joseph B. Vaughan Jr.Stifel, Nicolaus & Company, Incorporated · Certified Financial Planner
  • Ira R. YermishCetera Investment Advisers LLC · Certified Financial Planner
  • David YoderWells Fargo Clearing Services, LLC · Certified Financial Planner

Firms with the most CFP professionals in Pinehurst

Wells Fargo Clearing Services, LLC 3Stifel, Nicolaus & Company, Incorporated 2Cetera Investment Advisers LLC 1Course Management Investment Advisors, LLC 1Golden Pine Advisory, LLC 1Granville Wealth Management, Inc. 1LPL Financial 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 10Burlington 9Southern Pines 9

Questions

How many CFP financial advisors are in Pinehurst, NC?

10 SEC-registered investment adviser representatives at firm offices in Pinehurst, North Carolina list the CFP designation; Wells Fargo Clearing Services, LLC employs the most of them (3).

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 Pinehurst?

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.