Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Sanford, NC

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

The short answer

6 CFP professionals work in Sanford; the most are at Edward Jones (3). 5 are also registered broker representatives.

CFP advisors in Sanford, A to Z

Every advisor in Sanford →

Leigh A. HarrisEdward Jones · Certified Financial Planner
James E. Mitchell IIIEdward Jones · Certified Financial Planner
Dargan L. MooreEdward Jones · Certified Financial Planner
Charles M. PaderickCaptrust · Certified Financial Planner
Miller D. RobinsCaptrust · Certified Financial Planner
Milton L. WestWest Financial Strategies, Inc. · Certified Financial Planner

Firms with the most CFP professionals in Sanford

Edward Jones 3 Captrust 2 West Financial Strategies, Inc. 1

CFP advisors in other North Carolina cities

All of North Carolina →

Charlotte 644 Raleigh 361 Greensboro 113 Wilmington 90 Durham 86 Chapel Hill 71 Cary 62 Asheville 59 Huntersville 34 Winston Salem 31 Cornelius 24 Winston-Salem 22 Greenville 18 Matthews 18 Apex 15 Wake Forest 14 Mooresville 12 Davidson 11 Fayetteville 11 Hendersonville 11 Concord 10 New Bern 10 Pinehurst 10 Burlington 9

Questions

How many CFP financial advisors are in Sanford, NC?

6 SEC-registered investment adviser representatives at firm offices in Sanford, North Carolina list the CFP designation; Edward Jones 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 Sanford?

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.