Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Cary, NC
Every SEC-registered financial advisor at a firm office in Cary who lists the Chartered Financial Consultant designation, A to Z.
12 ChFC holders work in Cary; the most are at Edward Jones (3). 8 are also registered broker representatives.
ChFC advisors in Cary, A to Z
Every advisor in Cary →- Samir J. AlameEagle Strategies LLC · Chartered Financial Consultant
- Misty L. BusseyEdward Jones · Chartered Financial Consultant
- Justin C. ClaytonEdward Jones · Chartered Financial Consultant
- Mark R. CourtemancheAe Wealth Management, LLC · Chartered Financial Consultant
- David A. FruchterGreat Plans Capital Management, LLC · Chartered Financial Consultant
- Andrea C. HardyPrincipal Securities, Inc. · Certified Financial Planner, Chartered Financial Consultant
- James C. McGlothlinEdward Jones · Chartered Financial Consultant
- Christopher W. MervinState Farm Investment Management Corp. · Chartered Financial Consultant
- Christopher G. MurphyCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
- Kenneth D. ShoresFirst Command Advisory Services · Certified Financial Planner, Chartered Financial Consultant
- Kevin J. SwanOsaic Wealth, Inc. · Chartered Financial Consultant
- James E. TrullCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
Firms with the most ChFC holders in Cary
Edward Jones 3Commonwealth Financial Network 2Ae Wealth Management, LLC 1Eagle Strategies LLC 1First Command Advisory Services 1Great Plans Capital Management, LLC 1Osaic Wealth, Inc. 1Principal Securities, Inc. 1State Farm Investment Management Corp. 1
ChFC advisors in other North Carolina cities
All of North Carolina →Charlotte 89Raleigh 45Greensboro 25Durham 18Wilmington 15Asheville 12Matthews 8Chapel Hill 7Winston-Salem 7Cornelius 6Hendersonville 6Mooresville 6Salisbury 6Apex 5Monroe 5Statesville 5Winston Salem 5Burlington 4Fayetteville 4High Point 4Huntersville 4New Bern 4Greenville 3Hickory 3
Questions
How many ChFC financial advisors are in Cary, NC?
12 SEC-registered investment adviser representatives at firm offices in Cary, North Carolina list the ChFC designation; Edward Jones employs the most of them (3).
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 Cary?
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.