Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Cornelius, NC
Every SEC-registered financial advisor at a firm office in Cornelius who lists the Chartered Financial Consultant designation, A to Z.
6 ChFC holders work in Cornelius; the most are at Alphastar Capital Management (3). 2 are also registered broker representatives.
ChFC advisors in Cornelius, A to Z
Every advisor in Cornelius →- Jonathan P. BlevinsAlphastar Capital Management · Certified Financial Planner, Chartered Financial Consultant
- Thomas J. DingleyAlphastar Capital Management · Chartered Financial Consultant
- Scott J. JacobAlphastar Capital Management · Chartered Financial Consultant
- Franklin J. McElroyKestra Advisory Services, LLC · Chartered Financial Consultant
- John E. MisleCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
- David L. PowellPowell Wealth · Chartered Financial Consultant
Firms with the most ChFC holders in Cornelius
Alphastar Capital Management 3Cambridge Investment Research Advisors, Inc. 1Kestra Advisory Services, LLC 1Powell Wealth 1
ChFC advisors in other North Carolina cities
All of North Carolina →Charlotte 89Raleigh 45Greensboro 25Durham 18Wilmington 15Asheville 12Cary 12Matthews 8Chapel Hill 7Winston-Salem 7Hendersonville 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 Cornelius, NC?
6 SEC-registered investment adviser representatives at firm offices in Cornelius, North Carolina list the ChFC designation; Alphastar Capital Management 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 Cornelius?
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.