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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Raleigh, NC

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

45 ChFC holders work in Raleigh; the most are at LPL Financial LLC (4). 39 are also registered broker representatives.

ChFC advisors in Raleigh, A to Z

Every advisor in Raleigh →
  • John E. AndersonModern Capital Advisors, LLC · Chartered Financial Consultant
  • Dale C. BerryEagle Strategies LLC · Chartered Financial Consultant
  • Jason R. BowiePrincipal Securities, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Jared R. BrogdenProvision Wealth Management, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Cecil A. BurtState Farm Investment Management Corp. · Chartered Financial Consultant
  • Ewelina A. CaplapLPL Financial LLC · Chartered Financial Consultant
  • Blake CasonSteward Partners Investment Advisory, LLC · Chartered Financial Consultant
  • Louis J. Costanzo IIIFounders Financial Alliance, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Charles S. CunninghamKestra Advisory Services, LLC · Chartered Financial Consultant
  • Bryan R. DearolfMariner Independent · Certified Financial Planner, Chartered Financial Consultant
  • Arch R. DecastriqueCapital Investment Advisory Services, LLC · Chartered Financial Consultant
  • Joshua DenneyEagle Strategies LLC · Chartered Financial Consultant
  • Paul A. DowdPark Avenue Securities LLC · Chartered Financial Consultant
  • Scott M. FergusonMariner Independent · Certified Financial Planner, Chartered Financial Consultant
  • Duff G. FreemanOsaic Wealth, Inc. · Chartered Financial Consultant
  • Yupeng FuModern Capital Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Daniel M. GaugertCapital Advisers, Inc. · Chartered Financial Consultant
  • Donald D. Getman Jr.RBC Capital Markets, LLC · Certified Financial Planner, Chartered Financial Consultant
  • David H. GrubbsFortress Private Ledger, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Tony N. HarrisonStrategic Advisers LLC · Chartered Financial Consultant
  • John T. HopperPrincipal Securities, Inc. · Chartered Financial Consultant
  • Alan M. HughesRaymond James & Associates, Inc. · Chartered Financial Consultant
  • Andrew M. JohnsonCredit Union Investment Services · Certified Financial Planner, Chartered Financial Consultant
  • Kerry R. JohnsonOsaic Wealth, Inc. · Chartered Financial Consultant
  • Andrew J. MacdougallRobert W. Baird & Co. Incorporated · Certified Financial Planner, Chartered Financial Consultant
  • Vernon C. MaplesPrincipal Securities, Inc. · Chartered Financial Consultant
  • Philip D. NationLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Paul M. OdlandState Farm Investment Management Corp. · Chartered Financial Consultant
  • John M. ParrottCapital Investment Advisory Services, LLC · Chartered Financial Consultant
  • Michael G. PattersonCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • Thomas B. PembertonPark Avenue Securities LLC · Chartered Financial Consultant
  • Vincent C. PerryIndependent Advisor Alliance, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Matthew B. PhillipsState Farm Investment Management Corp. · Chartered Financial Consultant
  • Susan C. PokwatkaFounders Financial Alliance, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Ezekiel C. PowellFirst Citizens Investor Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Sue C. Sandlin-PlaehnMutual Of Omaha Investor Services, Inc. · Chartered Financial Consultant
  • Bryan E. SmithLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Scott D. SorrellOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Guy S. SwainCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
  • Carmen G. TaylorCetera Investment Advisers LLC · Chartered Financial Consultant
  • David B. VaiknessLPL Financial LLC · Chartered Financial Consultant
  • Joshua T. WallOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Mark D. WeaverCommonwealth Financial Network · Chartered Financial Consultant
  • Caleb WhiteProvision Wealth Management, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Teresa D. YentUSA Financial Securities LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Raleigh

LPL Financial LLC 4Osaic Wealth, Inc. 4Principal Securities, Inc. 3State Farm Investment Management Corp. 3Capital Investment Advisory Services, LLC 2Cetera Investment Advisers LLC 2Commonwealth Financial Network 2Eagle Strategies LLC 2Founders Financial Alliance, LLC 2Mariner Independent 2Modern Capital Advisors, LLC 2Park Avenue Securities LLC 2Provision Wealth Management, Inc. 2Capital Advisers, Inc. 1Credit Union Investment Services 1

ChFC advisors in other North Carolina cities

All of North Carolina →

Charlotte 89Greensboro 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 Raleigh, NC?

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

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 Raleigh?

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.