Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Rocky Mount, VA

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

3 CFP professionals work in Rocky Mount; the most are at Cetera Investment Advisers LLC (1). 3 are also registered broker representatives.

CFP advisors in Rocky Mount, A to Z

Every advisor in Rocky Mount →

Derek H. LaymanCetera Investment Advisers LLC · Certified Financial Planner
Charles D. Mitchell Jr.Truist Advisory Services, Inc. · Certified Financial Planner
Zachary J. WimmerEdward Jones · Certified Financial Planner

Firms with the most CFP professionals in Rocky Mount

Cetera Investment Advisers LLC 1 Edward Jones 1 Truist Advisory Services, Inc. 1

CFP advisors in other Virginia cities

All of Virginia →

Richmond 202 McLean 169 Reston 114 Virginia Beach 102 Vienna 96 Alexandria 78 Fairfax 78 Arlington 58 Glen Allen 52 Charlottesville 45 Roanoke 43 Midlothian 40 Williamsburg 37 Tysons Corner 34 Norfolk 33 Leesburg 32 Falls Church 29 Harrisonburg 27 Ashburn 26 Herndon 21 Winchester 17 Newport News 16 Lynchburg 15 Tysons 13

Questions

How many CFP financial advisors are in Rocky Mount, VA?

3 SEC-registered investment adviser representatives at firm offices in Rocky Mount, Virginia list the CFP designation; Cetera Investment Advisers LLC 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 Rocky Mount?

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.