Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Wake Forest, NC

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

14 CFP professionals work in Wake Forest; the most are at Edward Jones (3). 11 are also registered broker representatives.

CFP advisors in Wake Forest, A to Z

Every advisor in Wake Forest →

Seth A. AsbillEdward Jones · Certified Financial Planner
Justin R. BaasOak Wealth Advisors LLC · Certified Financial Planner
Michael J. BaerEdward Jones · Certified Financial Planner
David E. CaballeroLPL Financial LLC · Certified Financial Planner
Gregory D. DanielsRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
Blair C. GriffinEdward Jones · Certified Financial Planner
Daniel F. Haines Jr.Osaic Wealth, Inc. · Certified Financial Planner
Sean M. HilliardRivertree Wealth · Certified Financial Planner
Anthony G. MuttilloOsaic Wealth, Inc. · Certified Financial Planner
Zachary A. NelsonOsaic Wealth, Inc. · Certified Financial Planner
Jeffrey M. StewartLucid Wealth Planning LLC · Certified Financial Planner
Thomas R. ThalmanColorado Financial Service Corporation · Certified Financial Planner
Ryan TownerStrategic Advisers LLC · Certified Financial Planner
Reid J. TwineWells Fargo Clearing Services, LLC · Certified Financial Planner

Firms with the most CFP professionals in Wake Forest

Edward Jones 3 Osaic Wealth, Inc. 3 Colorado Financial Service Corporation 1 LPL Financial LLC 1 Lucid Wealth Planning LLC 1 Oak Wealth Advisors LLC 1 Raymond James Financial Services Advisors, Inc. 1 Rivertree Wealth 1 Strategic Advisers LLC 1 Wells Fargo Clearing Services, LLC 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 Mooresville 12 Davidson 11 Fayetteville 11 Hendersonville 11 Concord 10 New Bern 10 Pinehurst 10 Burlington 9 Southern Pines 9

Questions

How many CFP financial advisors are in Wake Forest, NC?

14 SEC-registered investment adviser representatives at firm offices in Wake Forest, 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 Wake Forest?

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.