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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Winston, NC

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

The short answer

1 CFP advisor work in Winston; the most are at Truist Advisory Services, Inc. (1). 1 are also registered broker representatives.

CFP advisors in Winston, A to Z

Every advisor in Winston →
  • Joshua KincaidTruist Advisory Services, Inc. · Certified Financial Planner

Firms with the most CFP professionals in Winston

Truist Advisory Services, Inc. 1

CFP advisors in other North Carolina cities

All of North Carolina →

Charlotte 641Raleigh 366Greensboro 115Wilmington 89Durham 88Chapel Hill 67Cary 60Asheville 58Huntersville 36Winston Salem 30Winston-Salem 24Cornelius 23Matthews 19Greenville 17Apex 16Concord 13Southern Pines 13Fayetteville 12Mooresville 12Wake Forest 12Davidson 11Hendersonville 11New Bern 11Pinehurst 11

Questions

How many CFP financial advisors are in Winston, NC?

1 SEC-registered investment adviser representatives at firm offices in Winston, North Carolina list the CFP designation; Truist Advisory Services, Inc. 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 Winston?

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.