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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Sanford, NC

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

The short answer

4 ChFC holders work in Sanford; the most are at Base Wealth Management (1). 2 are also registered broker representatives.

ChFC advisors in Sanford, A to Z

Every advisor in Sanford →

Firms with the most ChFC holders in Sanford

Base Wealth Management 1Canopy Financial Solutions 1Edward Jones 1Park Avenue Securities LLC 1

ChFC advisors in other North Carolina cities

All of North Carolina →

Charlotte 94Raleigh 48Greensboro 29Durham 19Wilmington 16Asheville 13Cary 13Matthews 8Mooresville 8Chapel Hill 7Hendersonville 7Salisbury 7Winston-Salem 7Cornelius 6Apex 5Monroe 5Statesville 5Winston Salem 5Burlington 4Fayetteville 4Hickory 4High Point 4Huntersville 4New Bern 4

Questions

How many ChFC financial advisors are in Sanford, NC?

4 SEC-registered investment adviser representatives at firm offices in Sanford, North Carolina list the ChFC designation; Base Wealth Management 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 Sanford?

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.