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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in North Carolina

Every SEC-registered financial advisor in North Carolina who lists the Chartered Financial Consultant designation, by city.

403 ChFC holders work in North Carolina; the most are in Charlotte (89).

Cities in North Carolina with ChFC holders

Every advisor in North Carolina →

Charlotte 89Raleigh 45Greensboro 25Durham 18Wilmington 15Asheville 12Cary 12Matthews 8Chapel Hill 7Winston-Salem 7Cornelius 6Hendersonville 6Mooresville 6Salisbury 6Apex 5Monroe 5Statesville 5Winston Salem 5Burlington 4Fayetteville 4High Point 4Huntersville 4New Bern 4Greenville 3Hickory 3Knightdale 3Shelby 3Waxhaw 3Wilson 3

67 smaller places with one or two ChFC holders are in the advisor search.

ChFC advisors in other states

CaliforniaNew YorkTexasFloridaPennsylvaniaIllinoisOhioMassachusettsMichiganColoradoNew JerseyGeorgiaVirginiaWashingtonMinnesotaArizonaConnecticutTennesseeWisconsinMarylandMissouriOregonIndianaUtahKansasSouth CarolinaIowaKentuckyOklahomaLouisianaNew HampshireAlabamaNebraskaNevadaArkansasIdahoRhode IslandVermontMississippiMaineDelawareMontanaNew MexicoWyomingHawaiiDistrict of ColumbiaSouth DakotaWest VirginiaNorth DakotaAlaska

Questions

How many ChFC financial advisors are in North Carolina?

403 SEC-registered investment adviser representatives in North Carolina list the ChFC designation; the most work in Charlotte (89).

What is a ChFC?

ChFC stands for Chartered Financial Consultant, The American College's financial-planning designation: eight courses and three years of experience.

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 ChFC with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and CFA charterholders.