Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in New Bern, NC

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

4 ChFC holders work in New Bern; the most are at Edward Jones (1). 4 are also registered broker representatives.

ChFC advisors in New Bern, A to Z

Every advisor in New Bern →

Deborah L. CookLPL Enterprise, LLC · Chartered Financial Consultant
Bruce FortinEdward Jones · Chartered Financial Consultant
Elizabeth HartmanRaymond James & Associates, Inc. · Chartered Financial Consultant
Thomas L. SouthernMML Investors Services, LLC · Chartered Financial Consultant

Firms with the most ChFC holders in New Bern

Edward Jones 1 LPL Enterprise, LLC 1 MML Investors Services, LLC 1 Raymond James & Associates, Inc. 1

ChFC advisors in other North Carolina cities

All of North Carolina →

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

Questions

How many ChFC financial advisors are in New Bern, NC?

4 SEC-registered investment adviser representatives at firm offices in New Bern, North Carolina list the ChFC designation; Edward Jones employs the most of them (1).

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 New Bern?

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.