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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Chapel Hill, NC

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

7 ChFC holders work in Chapel Hill; the most are at Hilltop Wealth Advisors, LLC (3). 4 are also registered broker representatives.

ChFC advisors in Chapel Hill, A to Z

Every advisor in Chapel Hill →
  • Mackenzie L. BellHilltop Wealth Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Marc E. CramState Farm Investment Management Corp. · Chartered Financial Consultant
  • Russell S. EriksenHilltop Wealth Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Nicole J. RobertsonLPL Financial LLC · Chartered Financial Consultant
  • Kendall ThomasonWells Fargo Clearing Services, LLC · Chartered Financial Consultant
  • Benjamin B. Woodard Jr.Equitable Advisors, LLC · Chartered Financial Consultant
  • Benjamin R. YeagerHilltop Wealth Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Chapel Hill

Hilltop Wealth Advisors, LLC 3Equitable Advisors, LLC 1LPL Financial LLC 1State Farm Investment Management Corp. 1Wells Fargo Clearing Services, LLC 1

ChFC advisors in other North Carolina cities

All of North Carolina →

Charlotte 89Raleigh 45Greensboro 25Durham 18Wilmington 15Asheville 12Cary 12Matthews 8Winston-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 Chapel Hill, NC?

7 SEC-registered investment adviser representatives at firm offices in Chapel Hill, North Carolina list the ChFC designation; Hilltop Wealth Advisors, LLC 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 Chapel Hill?

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.