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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in High Point, NC

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

4 ChFC holders work in High Point; the most are at LPL Enterprise, LLC (2). 4 are also registered broker representatives.

ChFC advisors in High Point, A to Z

Every advisor in High Point →
  • Jeffrey L. BarkerOsaic Wealth, Inc. · Chartered Financial Consultant
  • David W. BicklerLPL Enterprise, LLC · Chartered Financial Consultant
  • Julie A. HocevarLPL Enterprise, LLC · Chartered Financial Consultant
  • Stanley R. SmithRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in High Point

LPL Enterprise, LLC 2Osaic Wealth, Inc. 1Raymond James Financial Services Advisors, Inc. 1

ChFC advisors in other North Carolina cities

All of North Carolina →

Charlotte 89Raleigh 45Greensboro 25Durham 18Wilmington 15Asheville 12Cary 12Matthews 8Chapel Hill 7Winston-Salem 7Cornelius 6Hendersonville 6Mooresville 6Salisbury 6Apex 5Monroe 5Statesville 5Winston Salem 5Burlington 4Fayetteville 4Huntersville 4New Bern 4Greenville 3Hickory 3

Questions

How many ChFC financial advisors are in High Point, NC?

4 SEC-registered investment adviser representatives at firm offices in High Point, North Carolina list the ChFC designation; LPL Enterprise, LLC employs the most of them (2).

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 High Point?

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.