Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Raleigh, NC
Every SEC-registered financial advisor at a firm office in Raleigh who lists the Certified Financial Planner designation, A to Z.
361 CFP professionals work in Raleigh; the most are at Edward Jones (30). 243 are also registered broker representatives.
CFP advisors in Raleigh, A to Z
Every advisor in Raleigh →- William C. AbbottCaptrust · Certified Financial Planner
- Peter AdamsProsperity - An Eisneramper Company · Certified Financial Planner
- Lawrence R. AllenEdward Jones · Certified Financial Planner
- Lindsay M. AllenCaptrust · Certified Financial Planner
- Robert C. AllenEdward Jones · Certified Financial Planner
- Frederic K. AndersRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Katherine E. AndersCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Jonathan W. AndrewsCardinal Capital Management Inc. · Certified Financial Planner
- David J. AnsbroLPL Financial LLC · Certified Financial Planner
- Joseph A. AulisiFoundry Financial LLC · Certified Financial Planner
- Erik E. BabocsiCapital Investment Advisory Services, LLC · Certified Financial Planner
- Scott A. BaconCharter Wealth Management · Certified Financial Planner
- Suzanne G. BarhamEdward Jones · Certified Financial Planner
- George W. Barrett IIICaptrust · Certified Financial Planner
- Alexander L. BartolWells Fargo Clearing Services, LLC · Certified Financial Planner
- Catherine C. BassCaptrust · Certified Financial Planner
- Roy T. BassCapital Investment Advisory Services, LLC · Certified Financial Planner
- Eric P. BelangerRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Allison M. BergerFinancial Symmetry Inc. · Certified Financial Planner
- Laura F. BerraWells Fargo Clearing Services, LLC · Certified Financial Planner
- David L. BiliterFirst Citizens Investor Services, Inc. · Certified Financial Planner
- Darian C. BillingsleyFinancial Symmetry Inc. · Certified Financial Planner
- Thomas M. BillingtonWells Fargo Clearing Services, LLC · Certified Financial Planner
- Ian BloomOpen World Financial Life Planning · Certified Financial Planner
- Dennis BohmLPL Financial LLC · Certified Financial Planner
- David C. BookerWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Adam W. BoorPursuit Wealth Strategies, LLC · Certified Financial Planner
- Nathan BostEdward Jones · Certified Financial Planner
- Danny Bostic Jr.Edward Jones · Certified Financial Planner
- Salvatore R. BottoneJanney Montgomery Scott LLC · Certified Financial Planner
- William B. Bowers IIIThe Strategic Financial Alliance, Inc. · Certified Financial Planner
- Jason R. BowiePrincipal Securities, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Amy R. BoydMercer Global Advisors Inc. · Certified Financial Planner
- Christopher D. BrayRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Jared R. BrogdenProvision Wealth Management, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Kevin G. BrownFortress Private Ledger, LLC · Certified Financial Planner
- Spencer W. BrownCaptrust · Certified Financial Planner
- Tyler M. BrownRfg Advisory, LLC · Certified Financial Planner
- Matthew S. BuddoTruist Advisory Services, Inc. · Certified Financial Planner
- Joshua B. BurgessPeace Of Mind Wealth Management · Certified Financial Planner
- Kathleen W. BurkettTriangle Wealth Management · Certified Financial Planner
- Stephanie L. BurksVoya Financial Advisors, Inc. · Certified Financial Planner
- Erin P. CampbellBeacon Financial Strategies Corp. · Certified Financial Planner
- Brian CarrWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- John B. CarrCaptrust · Certified Financial Planner
- Brian M. CarrollOak Harbor Wealth Partners · Certified Financial Planner
- Dwight P. CarsonEdward Jones · Certified Financial Planner
- Tenesha T. CarterCredit Union Investment Services · Certified Financial Planner
- Zachary Q. CarverCerity Partners LLC · Certified Financial Planner
- Linda P. ChabinskyStrategic Advisers LLC · Certified Financial Planner
- Jessica M. ChristyWells Fargo Clearing Services, LLC · Certified Financial Planner
- Stephen R. ColemanAmeriprise Financial Services, LLC · Certified Financial Planner
- Christopher ComanWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Brian J. CookCerity Partners LLC · Certified Financial Planner
- Renee D. CooleyOsaic Wealth, Inc. · Certified Financial Planner
- Louis J. Costanzo IIIFounders Financial Alliance, LLC · Certified Financial Planner, Chartered Financial Consultant
- Anastasia T. CouncilEdward Jones · Certified Financial Planner
- Timothy J. CowheyFocus Partners Wealth, LLC · Certified Financial Planner
- Elizabeth E. CraftStrategic Advisers LLC · Certified Financial Planner
- Louis T. CrawfordCharles Schwab & Co., Inc. · Certified Financial Planner, Chartered Financial Analyst
- Charles A. CrewsPrincipal Securities, Inc. · Certified Financial Planner
- Rebecca M. CrumplerCommonwealth Financial Network · Certified Financial Planner
- Jennifer CurtisStrategic Advisers LLC · Certified Financial Planner
- Philip R. D'UngerCaptrust · Certified Financial Planner
- Nathan K. DavidsonRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Jonathan B. DavisWells Fargo Clearing Services, LLC · Certified Financial Planner
- Joshua V. DavisCredit Union Investment Services · Certified Financial Planner
- Richard C. Day IIICaptrust · Certified Financial Planner
- Jeremy B. De FalcoJanney Montgomery Scott LLC · Certified Financial Planner
- Bryan R. DearolfMariner Independent · Certified Financial Planner, Chartered Financial Consultant
- Eric J. DelaneyLPL Financial LLC · Certified Financial Planner
- Christopher J. DemarestIndependent Advisor Alliance, LLC · Certified Financial Planner
- Jason M. DeshayesCerity Partners LLC · Certified Financial Planner, Personal Financial Specialist
- Charles R. Dickinson Jr.First Citizens Investor Services, Inc. · Certified Financial Planner
- David O. DifilippoWells Fargo Clearing Services, LLC · Certified Financial Planner
- Joseph A. DillonCreative Planning · Certified Financial Planner
- Niamh DouglasFinancial Symmetry Inc. · Certified Financial Planner
- Hannah C. DysingerCuri Capital, LLC · Certified Financial Planner
- Amee L. EarlWells Fargo Clearing Services, LLC · Certified Financial Planner
- John D. EasonJanney Montgomery Scott LLC · Certified Financial Planner
- Michael B. EklundFinancial Symmetry Inc. · Certified Financial Planner
- Ryan C. EmmingerJme Wealth Management · Certified Financial Planner
- Claren W. EnglebrethEdward Jones · Certified Financial Planner
- Frank J. EversEdward Jones · Certified Financial Planner
- Tyler FaggartEdward Jones · Certified Financial Planner
- William S. FairclothTruist Advisory Services, Inc. · Certified Financial Planner
- Scott M. FergusonMariner Independent · Certified Financial Planner, Chartered Financial Consultant
- Tanner W. FieldsCaptrust · Certified Financial Planner
- Brandie T. FintchreFirst Citizens Investor Services, Inc. · Certified Financial Planner
- Allison M. FlippinCredit Union Investment Services · Certified Financial Planner
- Mark J. FortierEdward Jones · Certified Financial Planner
- Brandon L. FosterFirst Citizens Investor Services, Inc. · Certified Financial Planner
- Christopher M. FosterStrategic Advisers LLC · Certified Financial Planner
- Joseph B. FreedlandCapital Investment Advisory Services, LLC · Certified Financial Planner
- Robert FryeWells Fargo Clearing Services, LLC · Certified Financial Planner
- Yupeng FuModern Capital Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Chandler E. Fugate-LausTilly, Inc. · Certified Financial Planner
- Leslie K. GaddisCommonwealth Financial Network · Certified Financial Planner
- Noah A. GearKestra Advisory Services, LLC · Certified Financial Planner
- Philip S. GeigerEdward Jones · Certified Financial Planner
- Donald D. Getman Jr.RBC Capital Markets, LLC · Certified Financial Planner, Chartered Financial Consultant
- Jack G. GiamportoneEdward Jones · Certified Financial Planner
- Caroline M. GoodingEdward Jones · Certified Financial Planner
- Andrew D. GosselinAmeriprise Financial Services, LLC · Certified Financial Planner
- Michael J. GottmanFirst Citizens Investor Services, Inc. · Certified Financial Planner
- Nathan C. GouletWells Fargo Clearing Services, LLC · Certified Financial Planner
- Joseph N. Grabar IIIFortress Private Ledger, LLC · Certified Financial Planner
- Kent GravelyFortress Private Ledger, LLC · Certified Financial Planner
- Alexander S. GreenStrategic Advisers LLC · Certified Financial Planner
- Zachary C. GreenMerit Financial Advisors · Certified Financial Planner
- Caleb R. GriffithTownsend Asset Management Corp. · Certified Financial Planner
- Gordon W. Grimes IITruist Advisory Services, Inc. · Certified Financial Planner
- Todd C. GronewaldAmeriprise Financial Services, LLC · Certified Financial Planner
- David H. GrubbsFortress Private Ledger, LLC · Certified Financial Planner, Chartered Financial Consultant
- Frederick D. GuntherLPL Financial LLC · Certified Financial Planner
- Russell N. HadleyOsaic Wealth, Inc. · Certified Financial Planner
- Geoffrey A. Hall IIBeacon Wealthcare LLC · Certified Financial Planner
- Lauren T. HarperJanney Montgomery Scott LLC · Certified Financial Planner
- Robert S. HartingerCaptrust · Certified Financial Planner
- Dustin HatcherStrategic Advisers LLC · Certified Financial Planner
- Austen R. HawkeyCreative Planning · Certified Financial Planner
- Martin C. HefnerCredit Union Investment Services · Certified Financial Planner
- Ryan A. HelderLPL Financial LLC · Certified Financial Planner
- Cameron H. HendricksFinancial Symmetry Inc. · Certified Financial Planner
- Mary W. HendrixCredit Union Investment Services · Certified Financial Planner
- William R. Hesmer Jr.Oak Harbor Wealth Partners · Certified Financial Planner
- George G. HicksCapital Investment Advisory Services, LLC · Certified Financial Planner
- Michael S. HilemanEdward Jones · Certified Financial Planner
- Charles L. Hite Jr.Captrust · Certified Financial Planner
- Samuel H. Hodgson Jr.Wells Fargo Clearing Services, LLC · Certified Financial Planner
- Miller B. HoffmanTradewinds, LLC · Certified Financial Planner
- Michael T. HollowayCerity Partners LLC · Certified Financial Planner
- Bruce M. Honeycutt Jr.LPL Financial LLC · Certified Financial Planner
- Erin F. HorneEdward Jones · Certified Financial Planner
- Justin HorowitzJust Advising · Certified Financial Planner
- Marquita HyltonStrategic Advisers LLC · Certified Financial Planner
- Nicholas C. HymansonPeace Of Mind Wealth Management · Certified Financial Planner
- Frances H. HymillerMercer Global Advisors Inc. · Certified Financial Planner
- Nathan R. Hymiller IIIBeacon Financial Strategies Corp. · Certified Financial Planner
- Raymond J. Irons IICaptrust · Certified Financial Planner
- L T. JamesMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Andrew M. JohnsonCredit Union Investment Services · Certified Financial Planner, Chartered Financial Consultant
- Charles A. JohnsonFirst Citizens Investor Services, Inc. · Certified Financial Planner
- Francis T. JohnsonTlg Advisors, Inc. · Certified Financial Planner
- Matthew B. JohnsonTruist Advisory Services, Inc. · Certified Financial Planner
- Donn A. JohnstonCaptrust · Certified Financial Planner
- Donn A. JohnstonCaptrust · Certified Financial Planner
- Victoria L. JohnstonEdward Jones · Certified Financial Planner
- Calvin JonesWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Jennifer J. JonesFocus Partners Wealth, LLC · Certified Financial Planner
- Jonathan D. JonesCredit Union Investment Services · Certified Financial Planner
- Paige H. JoynerAmeriprise Financial Services, LLC · Certified Financial Planner
- Audrey R. KahRBC Capital Markets, LLC · Certified Financial Planner
- Murat KaptanogluIndependent Advisor Alliance, LLC · Certified Financial Planner
- Jarrod KeenWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Meredith KeeverLPL Financial LLC · Certified Financial Planner
- Matthew KelleherCommonwealth Financial Network · Certified Financial Planner
- Mark S. KellyUniversity Financial Strategies, LLC. · Certified Financial Planner
- Stephen P. KeshishianCaptrust · Certified Financial Planner
- Walter B. KeysCaptrust · Certified Financial Planner
- Alexander W. KhanStrategic Advisers LLC · Certified Financial Planner
- Sherry C. KhoAmeriprise Financial Services, LLC · Certified Financial Planner
- Garrick M. KingFinancial Symmetry Inc. · Certified Financial Planner
- Julie KnightJanney Montgomery Scott LLC · Certified Financial Planner
- Jared B. KorverBeacon Wealthcare LLC · Certified Financial Planner
- Brandan M. KotTruist Advisory Services, Inc. · Certified Financial Planner
- Eric M. KoteckiCredit Union Investment Services · Certified Financial Planner
- Grace R. KvantasFinancial Symmetry Inc. · Certified Financial Planner
- Brannon T. LambertCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Deborah LangerCaptrust · Certified Financial Planner
- Cheryl W. LangstonEdelman Financial Engines · Certified Financial Planner
- Ted LaporteWells Fargo Clearing Services, LLC · Certified Financial Planner
- Trevor C. LawsonOsaic Wealth, Inc. · Certified Financial Planner
- Jon LeeEdward Jones · Certified Financial Planner
- Nathan R. LegrandGuardian Wealth Advisors, LLC · Certified Financial Planner
- Serena R. LesterTruist Advisory Services, Inc. · Certified Financial Planner
- Douglas J. LewisLewis Financial Management, LLC · Certified Financial Planner
- John C. LiddicoatFirst Citizens Investor Services, Inc. · Certified Financial Planner
- Andrew S. LipsonIndependent Advisor Alliance, LLC · Certified Financial Planner
- Morgan K. LitchfieldWells Fargo Clearing Services, LLC · Certified Financial Planner
- Nicholas E. LivecchiFounders Financial Alliance, LLC · Certified Financial Planner
- Megan S. LoftinCaptrust · Certified Financial Planner
- Daniel R. LoganBeacon Wealthcare LLC · Certified Financial Planner
- Kevin W. LunsfordEdward Jones · Certified Financial Planner
- Dylan W. LustigMariner · Certified Financial Planner
- Andrew J. MacdougallRobert W. Baird & Co. Incorporated · Certified Financial Planner, Chartered Financial Consultant
- John B. MaddisonBalentine · Certified Financial Planner, Chartered Financial Analyst
- Blake H. ManleyTruist Advisory Services, Inc. · Certified Financial Planner
- Kenneth H. MarshFirst Citizens Investor Services, Inc. · Certified Financial Planner
- David H. MarshallFifth Third Securities, Inc. · Certified Financial Planner
- Ellen B. MartinBeacon Wealthcare LLC · Certified Financial Planner
- Joshua G. MartinCaptrust · Certified Financial Planner
- Mark W. MaurerCapital Investment Advisory Services, LLC · Certified Financial Planner
- Daniel W. McCallTruist Advisory Services, Inc. · Certified Financial Planner
- Charles F. McCallum IIIFirst Citizens Investor Services, Inc. · Certified Financial Planner
- Craig M. McDanielCapital Investment Advisory Services, LLC · Certified Financial Planner
- Cornelius T. McDonald IIIPhysicians Financial Services, Inc. · Certified Financial Planner
- David A. McDougallHighwind Wealth Management · Certified Financial Planner
- Thomas W. McGee Jr.Truist Advisory Services, Inc. · Certified Financial Planner
- Michelle J. McNamaraTruist Advisory Services, Inc. · Certified Financial Planner
- Dominique A. McQueenStrategic Advisers LLC · Certified Financial Planner, Chartered Financial Analyst
- Larry R. Melton Jr.Strategic Advisers LLC · Certified Financial Planner
- Thomas M. MenseEdward Jones · Certified Financial Planner
- Benjamin R. MichamOsaic Wealth, Inc. · Certified Financial Planner
- Allison R. MillerArmor Investment Advisors, LLC · Certified Financial Planner
- Brandon J. MillerEdward Jones · Certified Financial Planner
- Craig B. MillerPrincipal Securities, Inc. · Certified Financial Planner
- Joshua E. MillerCharles Schwab & Co., Inc. · Certified Financial Planner
- Matthew C. MillerArmor Investment Advisors, LLC · Certified Financial Planner
- William S. MillerLPL Financial LLC · Certified Financial Planner
- Ervin R. Millwood IIIGuardian Wealth Advisors, LLC · Certified Financial Planner
- Matthew R. MinerMiner Wealth Management · Certified Financial Planner
- Michael A. MinottiEdward Jones · Certified Financial Planner
- David T. MisenheimerGuardian Wealth Advisors, LLC · Certified Financial Planner
- Haley J. ModlinFinancial Symmetry Inc. · Certified Financial Planner
- Austin B. MooreTradewinds, LLC · Certified Financial Planner
- Lauren E. MossburgJanney Montgomery Scott LLC · Certified Financial Planner
- Ronald L. NalvenModern Capital Advisors, LLC · Certified Financial Planner
- Philip D. NationLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Connor H. NewsomeCredit Union Investment Services · Certified Financial Planner
- Michael T. NewtonWells Fargo Clearing Services, LLC · Certified Financial Planner
- Brooks R. NicholsLifeplan Group · Certified Financial Planner
- Bowman J. NicholsonCapital Investment Advisory Services, LLC · Certified Financial Planner
- Van B. Noah Jr.Janney Montgomery Scott LLC · Certified Financial Planner
- Mary T. NortonCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Nathan A. OltmansStrategic Blueprint, LLC · Certified Financial Planner
- Brian S. OrolRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Andrew B. OrrTruist Advisory Services, Inc. · Certified Financial Planner
- Gregory W. OwenWells Fargo Clearing Services, LLC · Certified Financial Planner
- Mark N. PaccioneEqv Advisory, LLC · Certified Financial Planner, Chartered Financial Analyst
- Michael H. PalmerArk Royal Wealth Management LLC · Certified Financial Planner
- Zachary M. PalmerArk Royal Wealth Management LLC · Certified Financial Planner
- Joanna M. PappasFirst Citizens Investor Services, Inc. · Certified Financial Planner
- Michael G. PattersonCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Douglas A. PayneCredit Union Investment Services · Certified Financial Planner
- Jennifer K. PcholinskyBalentine · Certified Financial Planner
- Michael F. PearlCapital Investment Advisory Services, LLC · Certified Financial Planner
- Jason F. PeckRaymond James & Associates, Inc. · Certified Financial Planner
- Katie A. PeedenFirst Citizens Investor Services, Inc. · Certified Financial Planner
- Gray E. PendletonPendleton Financial Wealth Management · Certified Financial Planner
- Elizabeth J. PerryEdward Jones · Certified Financial Planner
- Vincent C. PerryIndependent Advisor Alliance, LLC · Certified Financial Planner, Chartered Financial Consultant
- John A. PetretichEdward Jones · Certified Financial Planner
- Jonathan S. PhillipsMorgan Stanley · Certified Financial Planner
- Kimberly D. PittmanCredit Union Investment Services · Certified Financial Planner
- Susan C. PokwatkaFounders Financial Alliance, LLC · Certified Financial Planner, Chartered Financial Consultant
- Christian A. PolancoFinancial Symmetry Inc. · Certified Financial Planner
- Brian M. PollardCaptrust · Certified Financial Planner
- William B. PomeroyEdward Jones · Certified Financial Planner
- Shay D. PondLPL Financial LLC · Certified Financial Planner
- Ezekiel C. PowellFirst Citizens Investor Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Logan S. PriceCredit Union Investment Services · Certified Financial Planner
- John V. PurringtonArmor Investment Advisors, LLC · Certified Financial Planner
- Michael R. Ragsdale Jr.Eqv Advisory, LLC · Certified Financial Planner
- David W. RakestrawTruist Advisory Services, Inc. · Certified Financial Planner
- William A. Ramsay IIIFinancial Symmetry Inc. · Certified Financial Planner
- Geoffrey C. RaynorMorgan Stanley · Certified Financial Planner
- Stephen T. RehReh Wealth Advisors LLC · Certified Financial Planner, Chartered Financial Analyst
- Robert W. RevelsPiecapital · Certified Financial Planner, Chartered Financial Analyst
- Timothy W. RiebockStrategic Advisers LLC · Certified Financial Planner
- Pamela S. RigsbyPursuit Wealth Strategies, LLC · Certified Financial Planner
- Amanda H. RitterCaptrust · Certified Financial Planner
- Joseph M. RobbinsOsaic Wealth, Inc. · Certified Financial Planner
- John A. RobinsonRaymond James & Associates, Inc. · Certified Financial Planner
- Brendan RoddenWells Fargo Clearing Services, LLC · Certified Financial Planner
- Ella RogersFinancial Symmetry Inc. · Certified Financial Planner
- Philip RomanoWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Kristopher A. RoperFortress Private Ledger, LLC · Certified Financial Planner
- Andrew K. RoseOsaic Wealth, Inc. · Certified Financial Planner
- Nicholas T. RossArk Royal Wealth Management LLC · Certified Financial Planner
- Philip H. RothsteinTruist Advisory Services, Inc. · Certified Financial Planner
- Andrew R. RotzMercer Global Advisors Inc. · Certified Financial Planner
- Charles A. Royal IIIMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Carlos D. Ruiz Jr.Mission Wealth Management, LP · Certified Financial Planner
- Sandra S. RussCommonwealth Financial Network · Certified Financial Planner
- Charles T. Savidge IIIAmeriprise Financial Services, LLC · Certified Financial Planner
- David E. Schoening Jr.MML Investors Services, LLC · Certified Financial Planner
- Jessica M. ScottPeak Planning Group, LLC · Certified Financial Planner
- Edward B. SecrestSummit Financial, LLC · Certified Financial Planner
- Randy M. SeePrincipal Securities, Inc. · Certified Financial Planner
- Catherine M. SeeberCaptrust · Certified Financial Planner
- Samuel D. SextonGuardian Wealth Advisors, LLC · Certified Financial Planner
- Kaitlyn M. SeybuckLPL Financial LLC · Certified Financial Planner
- Wesley ShadeTruist Advisory Services, Inc. · Certified Financial Planner
- Graham F. ShepherdArmor Investment Advisors, LLC · Certified Financial Planner
- John F. ShortOsaic Wealth, Inc. · Certified Financial Planner
- Daniel C. SigmonCollegiate Capital Management, Inc. · Certified Financial Planner
- Jill J. SincebaughCaptrust · Certified Financial Planner
- Sarah M. SlatteryPiecapital · Certified Financial Planner
- John P. SleesmanSummit Financial, LLC · Certified Financial Planner
- Joshua P. SlezakEdward Jones · Certified Financial Planner
- William B. SloanSound Financial Management, Inc. · Certified Financial Planner
- William A. SloanSound Financial Management, Inc. · Certified Financial Planner
- Briana G. SmithCaptrust · Certified Financial Planner
- Bryan E. SmithLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Daniel G. SmithFirst Citizens Investor Services, Inc. · Certified Financial Planner
- Martha K. SmithCredit Union Investment Services · Certified Financial Planner
- Micheal C. SmithFinancial Symmetry Inc. · Certified Financial Planner
- Russell B. SmithGuardian Wealth Advisors, LLC · Certified Financial Planner
- Ryan T. SmithBeacon Wealthcare LLC · Certified Financial Planner
- Troy M. SmithWake Wealth Management Co. · Certified Financial Planner
- Matthew M. SnuggsPursuit Wealth Strategies, LLC · Certified Financial Planner
- Scott D. SorrellOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Derek M. SoxWells Fargo Clearing Services, LLC · Certified Financial Planner
- Brant E. SpesshardtLPL Financial LLC · Certified Financial Planner
- Eric W. StaffordRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Radon N. StancilPeace Of Mind Wealth Management · Certified Financial Planner
- Donald R. SteichenWells Fargo Clearing Services, LLC · Certified Financial Planner
- Jonathan L. SteinerFirst Citizens Investor Services, Inc. · Certified Financial Planner
- Samuel J. SuggWells Fargo Clearing Services, LLC · Certified Financial Planner
- Benjamin C. SummersIndependent Financial Partners · Certified Financial Planner
- Katherine L. SurlesCredit Union Investment Services · Certified Financial Planner
- Alex P. SutherlandLifeplan Group · Certified Financial Planner
- Guy S. SwainCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
- Benjamin SwaneyWells Fargo Advisors Financial Network, LLC · Certified Financial Planner, Chartered Financial Analyst
- Marti T. SwitzerWells Fargo Clearing Services, LLC · Certified Financial Planner
- Grady B. Sykes IIILPL Enterprise, LLC · Certified Financial Planner
- Warren M. SypineroFirst Citizens Investor Services, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Mursaleen M. TariqPeace Of Mind Wealth Management · Certified Financial Planner
- John W. TaylorTruist Advisory Services, Inc. · Certified Financial Planner
- Clifton W. Thomas Jr.Wells Fargo Clearing Services, LLC · Certified Financial Planner
- David S. TrettelBeacon Financial Strategies Corp. · Certified Financial Planner
- Chad P. TrevithickSummit Financial, LLC · Certified Financial Planner
- Kyle L. TuckerCaptrust · Certified Financial Planner
- Frederick P. TurnerCapital Investment Advisory Services, LLC · Certified Financial Planner
- Charles B. Upshaw IIICapital Investment Advisory Services, LLC · Certified Financial Planner
- Willard P. Varnum IIWells Fargo Clearing Services, LLC · Certified Financial Planner
- Mark E. VitekNc Money Management, Inc. · Certified Financial Planner
- Stacey J. WaddellCredit Union Investment Services · Certified Financial Planner
- Joshua T. WallOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Ryan A. WaltonCredit Union Investment Services · Certified Financial Planner
- Kathleen A. WarrenCardinal Capital Management Inc. · Certified Financial Planner
- Jane G. WatsonTruist Advisory Services, Inc. · Certified Financial Planner
- Chad L. WeathermanMariner · Certified Financial Planner
- Amy G. WelbornLPL Financial LLC · Certified Financial Planner
- James C. WellsEdward Jones · Certified Financial Planner
- Micah N. WheatGuardian Wealth Advisors, LLC · Certified Financial Planner
- Brian T. WhiteEdward Jones · Certified Financial Planner
- Caleb WhiteProvision Wealth Management, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Charles B. White IIIStrategic Advisers LLC · Certified Financial Planner
- William C. White IIIRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Kinston D. WhitenerCordgrass Capital Advisors, LLC · Certified Financial Planner
- Susan S. WhitfieldCapital Investment Advisory Services, LLC · Certified Financial Planner
- Ricky B. WhitleyFirst Citizens Investor Services, Inc. · Certified Financial Planner
- Timothy M. WhitneyTradewinds, LLC · Certified Financial Planner
- Bradley A. WilliamsIndependent Advisor Alliance, LLC · Certified Financial Planner
- Britton R. WilliamsCalamita Wealth Management · Certified Financial Planner
- Elliot L. WilliamsCerity Partners LLC · Certified Financial Planner
- Matthew J. WilliamsMercer Global Advisors Inc. · Certified Financial Planner
- Stephanie R. WilliamsTradewinds, LLC · Certified Financial Planner
- Robert S. WilsonLifeplan Group · Certified Financial Planner
- Thomas WilsonEdward Jones · Certified Financial Planner
- Taylor K. WolvertonPeace Of Mind Wealth Management · Certified Financial Planner
- Caleb M. WoodJ.P. Morgan Securities LLC · Certified Financial Planner
- Mary I. WoodardEdward Jones · Certified Financial Planner
- Bryan P. WylieProvision Wealth Management, Inc. · Certified Financial Planner
- Lori A. YorkTruist Advisory Services, Inc. · Certified Financial Planner
- Charles T. ZalmanCredit Union Investment Services · Certified Financial Planner
- Lawrence ZavadoffCapital Investment Advisory Services, LLC · Certified Financial Planner
- Michael J. ZebloRidgeline Wealth Advisors, LLC. · Certified Financial Planner
- Levente F. ZsuppanTruist Advisory Services, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Raleigh
Edward Jones 30Captrust 25Wells Fargo Clearing Services, LLC 21Truist Advisory Services, Inc. 18Credit Union Investment Services 17First Citizens Investor Services, Inc. 16LPL Financial LLC 14Capital Investment Advisory Services, LLC 12Financial Symmetry Inc. 12Strategic Advisers LLC 12Osaic Wealth, Inc. 9Janney Montgomery Scott LLC 7Raymond James Financial Services Advisors, Inc. 7Wells Fargo Advisors Financial Network, LLC 7Ameriprise Financial Services, LLC 6
CFP advisors in other North Carolina cities
All of North Carolina →Charlotte 644Greensboro 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 9Southern Pines 9
Questions
How many CFP financial advisors are in Raleigh, NC?
361 SEC-registered investment adviser representatives at firm offices in Raleigh, North Carolina list the CFP designation; Edward Jones employs the most of them (30).
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 Raleigh?
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.