Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Charlotte, NC
Every SEC-registered financial advisor at a firm office in Charlotte who lists the Chartered Financial Consultant designation, A to Z.
89 ChFC holders work in Charlotte; the most are at MML Investors Services, LLC (9). 78 are also registered broker representatives.
ChFC advisors in Charlotte, A to Z
Every advisor in Charlotte →- Michael R. AcostaPark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- Kenneth R. AltmanMML Investors Services, LLC · Chartered Financial Consultant
- Benjamin C. AsseffEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Charles W. Bassing IVOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Charles A. BelkEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Scott A. BiedryckiMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner, Chartered Financial Consultant
- Jeffrey T. BrewerCreative Planning Institutional Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Andrew G. BrincefieldPark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- Thomas E. BrownRaymond James & Associates, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Charles T. CampbellKestra Advisory Services, LLC · Chartered Financial Consultant
- Robert W. CarmichaelEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Lyndon J. ClarkEquity Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Meghann C. CoyleStrategic Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Eric J. DadeBankers Life Advisory Services, Inc. · Chartered Financial Consultant
- Scott W. DavisLPL Financial LLC · Chartered Financial Consultant
- Ryan L. DonaghyMML Investors Services, LLC · Chartered Financial Consultant
- Monica DouglasSchwab Wealth Advisory, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Michael E. DuganVanguard Advisers, Inc. · Chartered Financial Consultant
- Thomas J. DumasPark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- Paul J. FaulknerAlight Financial Advisors, LLC · Chartered Financial Consultant
- David H. FergusonMML Investors Services, LLC · Chartered Financial Consultant
- Fredrick W. FisherMilestone Investments, Inc. · Chartered Financial Consultant
- Charles E. ForrestAllstate Financial Advisors, LLC · Chartered Financial Consultant
- Michael S. FreemanTruist Advisory Services, Inc. · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
- Robert M. Freeman Jr.Blueprint Financial Advisors · Certified Financial Planner, Chartered Financial Consultant
- Jeremy S. FulkersonState Farm Investment Management Corp. · Chartered Financial Consultant
- Patrick J. GalvinBlueprint Financial Advisors · Certified Financial Planner, Chartered Financial Consultant
- Robert L. Gardner Jr.Ip Financial Advisory Services LLC · Chartered Financial Consultant
- Michael J. GrantIp Financial Advisory Services LLC · Chartered Financial Consultant
- Kelli E. GreenVanguard Advisers, Inc. · Chartered Financial Consultant
- Douglas M. GroomeOsaic Wealth, Inc. · Chartered Financial Consultant
- Christopher S. GurganusOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Lisa L. HanlineRaymond James Financial Services Advisors, Inc. · Chartered Financial Consultant
- Thomas G. HarmanState Farm Investment Management Corp. · Chartered Financial Consultant
- James E. HarterEquity Services, Inc. · Chartered Financial Consultant
- Christopher R. HassettEagle Strategies LLC · Chartered Financial Consultant
- William L. HerfordArkadios Wealth Advisors · Chartered Financial Consultant
- Robert D. HigginsDalton Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Anthony W. Hinds-FritzIp Financial Advisory Services LLC · Certified Financial Planner, Chartered Financial Consultant
- Max A. HockenberryOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Jared HollandsAccelerate Retirement · Chartered Financial Consultant
- Robert A. HolmesPark Avenue Securities LLC · Chartered Financial Consultant
- Jeffrey D. HowardPark Avenue Securities LLC · Chartered Financial Consultant
- Lisa R. HundPark Avenue Securities LLC · Chartered Financial Consultant
- Jamal JordanAlly Invest Advisors · Chartered Financial Consultant
- James R. KirbyEquity Services, Inc. · Chartered Financial Consultant
- Kelli R. LittleEagle Strategies LLC · Chartered Financial Consultant
- Harold A. Lockwood Jr.First Citizens Investor Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Luther A. Lockwood IIMbl Advisors · Chartered Financial Consultant
- Robert E. Matricardi Jr.MML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- James L. McManusNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
- Wade M. MeadowsPNC Capital Advisors LLC · Certified Financial Planner, Chartered Financial Consultant
- William C. MillerPark Avenue Securities LLC · Chartered Financial Consultant
- Yvette C. MillsStrategic Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- James E. MonizSupreme Alliance LLC · Chartered Financial Consultant
- Sunil P. NagpalMML Investors Services, LLC · Chartered Financial Consultant
- John E. NatoliEagle Strategies LLC · Certified Financial Planner, Chartered Financial Consultant
- Katharine E. OsborneCorient · Certified Financial Planner, Chartered Financial Consultant
- Frank R. Owen IIIGwn Securities Inc. · Chartered Financial Consultant
- Paige H. PasseralloRaymond James & Associates, Inc. · Chartered Financial Consultant
- Edwin B. Peacock IIIValmark Advisers, Inc. · Chartered Financial Consultant
- Matthew D. PrattArkadios Wealth Advisors · Chartered Financial Consultant
- Mahendra S. RathoreOmega Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Michael J. ReardenAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Edgar P. Roberts Jr.Equity Services, Inc. · Chartered Financial Consultant
- Carl E. Rogers Jr.Ameritas Advisory Services, LLC · Chartered Financial Consultant
- Juan S. RubioState Farm Investment Management Corp. · Chartered Financial Consultant
- James RussellAlight Financial Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Mark H. RutledgeInsight Folios · Chartered Financial Consultant
- Kenneth R. Samuelson Jr.Valmark Advisers, Inc. · Chartered Financial Consultant
- Leigh B. SmithInsight Folios · Chartered Financial Consultant
- Andrew T. SpaffordMML Investors Services, LLC · Chartered Financial Consultant
- Wendell D. StallingsEagle Strategies LLC · Certified Financial Planner, Chartered Financial Consultant
- Karl J. StuppnigMML Investors Services, LLC · Chartered Financial Consultant
- Andrew C. SumalloBrookstone Capital Management LLC · Chartered Financial Consultant
- Adam T. TaffMML Investors Services, LLC · Chartered Financial Consultant
- Keith E. TaylorPark Avenue Securities LLC · Chartered Financial Consultant
- Barry A. TeagueEquity Services, Inc. · Chartered Financial Consultant
- Genie B. TheimerPark Avenue Securities LLC · Chartered Financial Consultant
- James L. Todd Sr.MML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Stacey A. TreanorSynergy Fg · Certified Financial Planner, Chartered Financial Consultant
- Kimberly S. TurnerLPL Enterprise, LLC · Chartered Financial Consultant
- Mark R. VosslerAlight Financial Advisors, LLC · Chartered Financial Consultant
- Mark C. WeatherlyIp Financial Advisory Services LLC · Chartered Financial Consultant
- Bryan M. WelbornVanguard Advisers, Inc. · Certified Financial Planner, Chartered Financial Consultant
- John S. Welch Sr.Equity Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Alexander WilliamsonState Farm Investment Management Corp. · Chartered Financial Consultant
- William B. Wilmer Jr.Osaic Wealth, Inc. · Chartered Financial Consultant
- Steve V. WorthyOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
Firms with the most ChFC holders in Charlotte
MML Investors Services, LLC 9Park Avenue Securities LLC 9Equity Services, Inc. 6Osaic Wealth, Inc. 6Eagle Strategies LLC 4Ip Financial Advisory Services LLC 4State Farm Investment Management Corp. 4Alight Financial Advisors, LLC 3Edward Jones 3Vanguard Advisers, Inc. 3Arkadios Wealth Advisors 2Blueprint Financial Advisors 2Insight Folios 2Raymond James & Associates, Inc. 2Strategic Advisers LLC 2
ChFC advisors in other North Carolina cities
All of North Carolina →Raleigh 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 3
Questions
How many ChFC financial advisors are in Charlotte, NC?
89 SEC-registered investment adviser representatives at firm offices in Charlotte, North Carolina list the ChFC designation; MML Investors Services, LLC employs the most of them (9).
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 Charlotte?
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.