Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Waxhaw, NC
Every SEC-registered financial advisor at a firm office in Waxhaw who lists the Certified Financial Planner designation, A to Z.
9 CFP professionals work in Waxhaw; the most are at Creative Planning (1). 4 are also registered broker representatives.
CFP advisors in Waxhaw, A to Z
Every advisor in Waxhaw →- Wesley AlimEdward Jones · Certified Financial Planner
- Scott A. ClarkSequoia Financial Group, L.L.C. · Certified Financial Planner
- Brian L. HeadrickLegend Private Wealth, LLC · Certified Financial Planner
- Robert HopkinsSchwab Wealth Advisory, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Sarah A. PiferHightower Advisors, LLC · Certified Financial Planner
- David SchwarzkopfStrategic Advisers LLC · Certified Financial Planner
- Charles S. TerryShepherd Wealth Partners · Certified Financial Planner
- Andrew T. Van Alstyne Sr.High Rock Wealth Management · Certified Financial Planner
- Jason E. YoungCreative Planning · Certified Financial Planner
Firms with the most CFP professionals in Waxhaw
Creative Planning 1Edward Jones 1High Rock Wealth Management 1Hightower Advisors, LLC 1Legend Private Wealth, LLC 1Schwab Wealth Advisory, Inc. 1Sequoia Financial Group, L.L.C. 1Shepherd Wealth Partners 1Strategic Advisers 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 10Pinehurst 10Burlington 9
Questions
How many CFP financial advisors are in Waxhaw, NC?
9 SEC-registered investment adviser representatives at firm offices in Waxhaw, North Carolina list the CFP designation; Creative Planning employs the most of them (1).
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 Waxhaw?
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.