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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Winston-Salem, NC

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

7 ChFC holders work in Winston-Salem; the most are at Westhampton Capital (2). 4 are also registered broker representatives.

ChFC advisors in Winston-Salem, A to Z

Every advisor in Winston-Salem →

Firms with the most ChFC holders in Winston-Salem

Westhampton Capital 2Cetera Investment Advisers LLC 1Commonwealth Financial Network 1Edward Jones 1Jt Stratford, LLC 1Park Avenue Securities LLC 1

ChFC advisors in other North Carolina cities

All of North Carolina →

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

Questions

How many ChFC financial advisors are in Winston-Salem, NC?

7 SEC-registered investment adviser representatives at firm offices in Winston-Salem, North Carolina list the ChFC designation; Westhampton Capital 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 Winston-Salem?

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.