Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Wendell, NC

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

5 CFP professionals work in Wendell; the most are at Edward Jones (1). 5 are also registered broker representatives.

CFP advisors in Wendell, A to Z

Every advisor in Wendell →

Joshua A. FilyawStrategic Advisers LLC · Certified Financial Planner
Timothy C. Flanagan Jr.MML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
Lesia S. McKenzieEdward Jones · Certified Financial Planner
Colton R. NarronPNC Wealth Management LLC · Certified Financial Planner
Jonathan N. PerryOsaic Wealth, Inc. · Certified Financial Planner

Firms with the most CFP professionals in Wendell

Edward Jones 1 MML Investors Services, LLC 1 Osaic Wealth, Inc. 1 PNC Wealth Management LLC 1 Strategic Advisers 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 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 Wendell, NC?

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

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.