Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Winston Salem, NC
Every SEC-registered financial advisor at a firm office in Winston Salem who lists the Certified Financial Planner designation, A to Z.
The short answer
31 CFP professionals work in Winston Salem; the most are at LPL Financial LLC (5). 20 are also registered broker representatives.
CFP advisors in Winston Salem, A to Z
Every advisor in Winston Salem →- Benjamin J. AbitzCetera Investment Advisers LLC · Certified Financial Planner
- Neil A. AllertonEdward Jones · Certified Financial Planner
- Kimberley K. BakerOsaic Wealth, Inc. · Certified Financial Planner
- Max L. Barnhardt IIIAmeriprise Financial Services, LLC · Certified Financial Planner
- Ricky G. CanipeMillennium Investment And Retirement Advisors, LLC · Certified Financial Planner
- Melissa W. CombsWells Fargo Clearing Services, LLC · Certified Financial Planner
- Hunter H. CoordsRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Bryan N. DixonEdward Jones · Certified Financial Planner
- Joshua R. DonleyLPL Financial LLC · Certified Financial Planner
- Tracy C. DuncanLPL Financial LLC · Certified Financial Planner
- Matthew D. HearnFarther · Certified Financial Planner, Chartered Financial Consultant
- William E. Hege IVLPL Financial LLC · Certified Financial Planner
- William E. Hollan IIIArbor Investment Advisors · Certified Financial Planner
- Daniel C. Johnson IIIThe Wealth Conservatory · Certified Financial Planner
- Jennifer W. JohnsonThree Magnolias Financial Advisors · Certified Financial Planner
- Carter S. LievensJt Stratford, LLC · Certified Financial Planner
- John K. MartinWells Fargo Clearing Services, LLC · Certified Financial Planner
- Erika L. MielkeArbor Investment Advisors · Certified Financial Planner
- David R. MittelmanMittelman Jones Tax & Wealth · Certified Financial Planner
- Morris C. MoserRaymond James & Associates, Inc. · Certified Financial Planner
- Robert A. ProctorWells Fargo Clearing Services, LLC · Certified Financial Planner
- Rusty RussellLPL Financial LLC · Certified Financial Planner
- Tyler J. SchweigertResolved Financial · Certified Financial Planner
- Scott A. SettelenWells Fargo Clearing Services, LLC · Certified Financial Planner
- Benjamin D. ShambergerResolved Financial · Certified Financial Planner
- Trent R. SheetsSheets Smith Wealth Management · Certified Financial Planner
- Mickey L. SmithLPL Financial LLC · Certified Financial Planner
- Samuel B. SootsTimonier · Certified Financial Planner
- Scott A. SoutherlandRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Jeremy L. StanleyPrivate Advisor Group, LLC · Certified Financial Planner
- Jacob A. YoccoCardinal Retirement Planning, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Winston Salem
LPL Financial LLC 5Wells Fargo Clearing Services, LLC 4Arbor Investment Advisors 2Edward Jones 2Raymond James Financial Services Advisors, Inc. 2Resolved Financial 2Ameriprise Financial Services, LLC 1Cardinal Retirement Planning, Inc. 1Cetera Investment Advisers LLC 1Farther 1Jt Stratford, LLC 1Millennium Investment And Retirement Advisors, LLC 1Mittelman Jones Tax & Wealth 1Osaic Wealth, Inc. 1Private Advisor Group, LLC 1
CFP advisors in other North Carolina cities
All of North Carolina →Charlotte 644Raleigh 361Greensboro 113Wilmington 90Durham 86Chapel Hill 71Cary 62Asheville 59Huntersville 34Cornelius 24Greenville 18Matthews 18Apex 15Wake Forest 14Mooresville 12Davidson 11Fayetteville 11Hendersonville 11Concord 10New Bern 10Pinehurst 10Burlington 9Southern Pines 9Waxhaw 9
Questions
How many CFP financial advisors are in Winston Salem, NC?
31 SEC-registered investment adviser representatives at firm offices in Winston Salem, North Carolina list the CFP designation; LPL Financial LLC employs the most of them (5).
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 Salem?
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.