Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Cardinal Retirement Planning, Inc. financial advisors in North Carolina

Every SEC-registered investment adviser representative at a Cardinal Retirement Planning, Inc. office in North Carolina, by city and A to Z.

The short answer

3 registered advisors work at Cardinal Retirement Planning, Inc. in North Carolina, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Chapel Hill (1). 2 list the CFP designation and 0 are also registered broker representatives.

Cardinal Retirement Planning, Inc. advisors by city in North Carolina

Every firm in North Carolina →

Chapel Hill 1Durham 1Winston Salem 1

Cardinal Retirement Planning, Inc. advisors in North Carolina, A to Z

Search by name →

Cardinal Retirement Planning, Inc. advisors in every state →Cardinal Retirement Planning, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Cardinal Retirement Planning, Inc. financial advisors are in North Carolina?

3 investment adviser representatives are registered at Cardinal Retirement Planning, Inc. offices in North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Where in North Carolina does Cardinal Retirement Planning, Inc. have the most advisors?

Chapel Hill, with 1, then Durham (1). Cardinal Retirement Planning, Inc. has advisors in 3 cities in North Carolina.

How do I check a Cardinal Retirement Planning, Inc. advisor in North Carolina?

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, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Cardinal Retirement Planning, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.