Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Wilmington, NC
Every SEC-registered financial advisor at a firm office in Wilmington who lists the Certified Financial Planner designation, A to Z.
The short answer
90 CFP professionals work in Wilmington; the most are at Edward Jones (9). 57 are also registered broker representatives.
CFP advisors in Wilmington, A to Z
Every advisor in Wilmington →- Walker L. AbneyTilia Fiduciary Partners, Inc. · Certified Financial Planner
- Andrew M. Basinger IIILive Oak Private Wealth, LLC · Certified Financial Planner
- Jeremy D. BeakesRBC Capital Markets, LLC · Certified Financial Planner
- Brenner A. BoydWells Fargo Clearing Services, LLC · Certified Financial Planner
- Matthew K. BrennemanCetera Investment Advisers LLC · Certified Financial Planner
- Michael BrownWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- David BrownlowWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Allen R. BurtonMasonboro Advisors · Certified Financial Planner
- Lawrence S. CarrOmnistar Financial Group, Inc. · Certified Financial Planner
- Keith L. CarterAscendor Wealth, LLC · Certified Financial Planner
- Ryan E. CaseyTilia Fiduciary Partners, Inc. · Certified Financial Planner
- Shannon ChiarelloRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Jeffrey L. ColeUBS Financial Services Inc. · Certified Financial Planner
- Geoffrey B. CollinsWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- James M. CowgillEdward Jones · Certified Financial Planner
- Alex S. CrouchTech Financial Planning · Certified Financial Planner
- Alexis L. DeliaTilia Fiduciary Partners, Inc. · Certified Financial Planner
- Adam L. DeskinsMercer Global Advisors Inc. · Certified Financial Planner, Chartered Financial Consultant
- Andrea M. DoolanWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Bryce EdmisterMasonboro Advisors · Certified Financial Planner
- Paul J. EdmundsMoney Concepts Capital Corp. · Certified Financial Planner
- Jordan FelixWells Fargo Clearing Services, LLC · Certified Financial Planner
- Carolyn A. FinickEdward Jones · Certified Financial Planner
- Roger L. FullerOmnistar Financial Group, Inc. · Certified Financial Planner
- Kenneth R. GarrisCredit Union Investment Services · Certified Financial Planner
- Stephen W. GaskinsIndependent Advisor Alliance, LLC · Certified Financial Planner
- Michael D. GiblinDovetail Financial Group LLC · Certified Financial Planner
- Charles N. GoingsAscendor Wealth, LLC · Certified Financial Planner
- Frances GoodmanWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Ricky GravesAscendor Wealth, LLC · Certified Financial Planner
- Travis GuerryCetera Investment Advisers LLC · Certified Financial Planner
- Brandon W. HainesStrategic Blueprint, LLC · Certified Financial Planner
- Reid A. HarrisEdward Jones · Certified Financial Planner
- David R. HartnessCaptrust · Certified Financial Planner
- Beverley M. Hawfield IIIWells Fargo Clearing Services, LLC · Certified Financial Planner
- Dustin T. HockenOmnistar Financial Group, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Teresa R. HolzwarthCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Bradley S. HudsonRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Daniel B. HughesLive Oak Private Wealth, LLC · Certified Financial Planner
- Paul D. KnottOld North State Wealth Management, LLC · Certified Financial Planner, Personal Financial Specialist
- Kevin M. KramerEdward Jones · Certified Financial Planner
- Steven E. KrasnipolMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Gregory C. KutrowWorld Investment Advisors, LLC · Certified Financial Planner
- Robert P. LowethCommonwealth Financial Network · Certified Financial Planner
- Kelly LuckhausEdward Jones · Certified Financial Planner
- Ross L. MarinoDovetail Financial Group LLC · Certified Financial Planner
- Brian M. McCormackCharles Schwab & Co., Inc. · Certified Financial Planner
- Alex G. McDonaldDomain Money Advisors, LLC · Certified Financial Planner
- Gary M. McLambEdward Jones · Certified Financial Planner
- Pantelis E. MiliotisCommonwealth Financial Network · Certified Financial Planner
- Charles W. MintzRaymond James & Associates, Inc. · Certified Financial Planner
- Reid MurchisonWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Nicholas J. MurphyCounterweight Private Wealth · Certified Financial Planner
- Kathryn J. OswaldStrategic Blueprint, LLC · Certified Financial Planner
- Maria Papageorgiou-McGrathUBS Financial Services Inc. · Certified Financial Planner
- Michael C. PearsonRockefeller Financial LLC · Certified Financial Planner
- Paul J. PittmanWealthplan Investment Management LLC · Certified Financial Planner
- Tucker P. PolstonEdward Jones · Certified Financial Planner
- Danielle PottsD.A. Davidson & Co. · Certified Financial Planner
- Weston PoulosLPL Financial LLC · Certified Financial Planner
- Leslie M. PriceEdward Jones · Certified Financial Planner
- Jillian M. PropstRockefeller Financial LLC · Certified Financial Planner
- Stevan A. RexroadCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
- Christopher M. RileyCaptrust · Certified Financial Planner
- Helen M. RileyWells Fargo Clearing Services, LLC · Certified Financial Planner
- Mark S. RushwaldRushwald, Mark Steven · Certified Financial Planner
- Richard J. SchrumIndependent Advisor Alliance, LLC · Certified Financial Planner
- Lorissa ScottEdward Jones · Certified Financial Planner
- Richard A. SementaD.A. Davidson & Co. · Certified Financial Planner
- Peter J. ShammasShammas Financial Planning · Certified Financial Planner
- Chad M. SlateCommonwealth Financial Network · Certified Financial Planner
- Donis N. SmithRockefeller Capital Management · Certified Financial Planner
- Katherine SnyderCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- David SongWells Fargo Clearing Services, LLC · Certified Financial Planner
- Matthew J. StephensStrategic Blueprint, LLC · Certified Financial Planner
- Riley A. StephensonRockefeller Capital Management · Certified Financial Planner
- Matthew E. StockburgerQ3 Advisors, LLC · Certified Financial Planner
- Steven M. SwierkowskiCounterweight Private Wealth · Certified Financial Planner
- Christopher R. ThomasFarther · Certified Financial Planner
- Robert T. ThomasRBC Capital Markets, LLC · Certified Financial Planner
- David C. TingelstadRBC Capital Markets, LLC · Certified Financial Planner
- Brett J. TushinghamSavvy · Certified Financial Planner
- Jennifer H. VanasseWells Fargo Clearing Services, LLC · Certified Financial Planner
- Frank D. VoliCommonwealth Financial Network · Certified Financial Planner
- Matthew E. WeissmanAe Wealth Management, LLC · Certified Financial Planner
- Susan S. WillettCaptrust · Certified Financial Planner
- James S. WilliamsCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
- Ralph B. Williams IIICommonwealth Financial Network · Certified Financial Planner
- Tyler C. YawWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- John B. ZacharyCommonwealth Financial Network · Certified Financial Planner
Firms with the most CFP professionals in Wilmington
Edward Jones 9Commonwealth Financial Network 8Wells Fargo Advisors Financial Network, LLC 7Wells Fargo Clearing Services, LLC 6Ascendor Wealth, LLC 3Captrust 3Omnistar Financial Group, Inc. 3RBC Capital Markets, LLC 3Rockefeller Capital Management 3Strategic Blueprint, LLC 3Tilia Fiduciary Partners, Inc. 3Cambridge Investment Research Advisors, Inc. 2Cetera Investment Advisers LLC 2Counterweight Private Wealth 2D.A. Davidson & Co. 2
CFP advisors in other North Carolina cities
All of North Carolina →Charlotte 644Raleigh 361Greensboro 113Durham 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 Wilmington, NC?
90 SEC-registered investment adviser representatives at firm offices in Wilmington, North Carolina list the CFP designation; Edward Jones employs the most of them (9).
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 Wilmington?
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.