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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Apex, NC

Every SEC-registered financial advisor at a firm office in Apex who lists the Chartered Financial Consultant designation, A to Z.

5 ChFC holders work in Apex; the most are at Edward Jones (2). 2 are also registered broker representatives.

ChFC advisors in Apex, A to Z

Every advisor in Apex →
  • Joshua R. AlmondEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Stephen HedrickEdward Jones · Chartered Financial Consultant
  • Parker R. HollandCapital Financial Advisory Group, LLC · Chartered Financial Consultant
  • Joseph A. MalfeoHunter Street Investment Advisors LLC · Certified Financial Planner, Chartered Financial Consultant
  • Mark M. SpringMai Capital Management, LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Apex

Edward Jones 2Capital Financial Advisory Group, LLC 1Foundations Investment Advisors LLC 1Hunter Street Investment Advisors LLC 1Mai Capital Management, LLC 1

ChFC advisors in other North Carolina cities

All of North Carolina →

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

Questions

How many ChFC financial advisors are in Apex, NC?

5 SEC-registered investment adviser representatives at firm offices in Apex, North Carolina list the ChFC designation; Edward Jones employs the most of them (2).

What is a ChFC?

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

How do I check a ChFC in Apex?

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