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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Greensboro, NC

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

25 ChFC holders work in Greensboro; the most are at Edward Jones (3). 19 are also registered broker representatives.

ChFC advisors in Greensboro, A to Z

Every advisor in Greensboro →
  • Dorothy C. AydlettOnedigital · Certified Financial Planner, Chartered Financial Consultant
  • Richard W. BabusiakState Farm Investment Management Corp. · Chartered Financial Consultant
  • Dennis R. BissellCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • Steven T. BrannanEdward Jones · Chartered Financial Consultant
  • Charles E. CarrickBeacon Pointe Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Kermit J. Coble IIIEdward Jones · Chartered Financial Consultant
  • Edgar W. CollinsState Farm Investment Management Corp. · Chartered Financial Consultant
  • Richard A. DutchEdward Jones · Chartered Financial Consultant
  • Brent C. ElliottOsaic Advisory Services, LLC · Chartered Financial Consultant
  • Michael S. HenegarNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
  • Vernon A. HorneOsaic Wealth, Inc. · Chartered Financial Consultant
  • Wendell P. Jones Jr.Phoenix Financial Solutions, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • James G. KenerlyM Holdings Securities, Inc. · Chartered Financial Consultant
  • William K. KrebsRaymond James & Associates, Inc. · Chartered Financial Consultant
  • Orrin R. Magill IIIPark Avenue Securities LLC · Chartered Financial Consultant
  • Timothy A. MellonOsaic Advisory Services, LLC · Chartered Financial Consultant
  • Lynne H. MurrayMML Investors Services, LLC · Chartered Financial Consultant
  • Ruth R. PettyOsaic Wealth, Inc. · Chartered Financial Consultant
  • Michael QuinlivanPension Planning Solutions, Inc. · Chartered Financial Consultant
  • Christopher A. RegeisLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Amber M. SmithState Farm Investment Management Corp. · Chartered Financial Consultant
  • Blaise StevensStrategic Advisory Partners · Certified Financial Planner, Chartered Financial Consultant
  • Matthew A. StrattonOnedigital · Certified Financial Planner, Chartered Financial Consultant
  • John C. Watson IIIHornor, Townsend & Kent, LLC · Chartered Financial Consultant
  • William W. WatsonOppenheimer & Co. Inc. · Chartered Financial Consultant, Chartered Financial Analyst

Firms with the most ChFC holders in Greensboro

Edward Jones 3State Farm Investment Management Corp. 3Onedigital 2Osaic Advisory Services, LLC 2Osaic Wealth, Inc. 2Beacon Pointe Advisors, LLC 1Cetera Investment Advisers LLC 1Hornor, Townsend & Kent, LLC 1LPL Financial LLC 1M Holdings Securities, Inc. 1MML Investors Services, LLC 1Northwestern Mutual Investment Services, LLC 1Oppenheimer & Co. Inc. 1Park Avenue Securities LLC 1Pension Planning Solutions, Inc. 1

ChFC advisors in other North Carolina cities

All of North Carolina →

Charlotte 89Raleigh 45Durham 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 Greensboro, NC?

25 SEC-registered investment adviser representatives at firm offices in Greensboro, 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 Greensboro?

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.