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Financial ADVSR advisor directory · SEC adviser records

Cetera Planning Partners financial advisors in North Carolina

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

The short answer

4 registered advisors work at Cetera Planning Partners in North Carolina, out of 283 nationwide; it's the firm's number 18 state by advisors, and the most are in Greensboro (4). 0 list the CFP designation and 0 are also registered broker representatives.

Cetera Planning Partners advisors by city in North Carolina

Every firm in North Carolina →

Greensboro 4

Cetera Planning Partners advisors in North Carolina, A to Z

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Cetera Planning Partners advisors in every state →Cetera Planning Partners: assets, clients and custodians →Cetera news and advisor moves →Advisor Moves: who changed firms this week →

Cetera Planning Partners in other states

Iowa 46Kansas 36Louisiana 28California 19Texas 19Minnesota 17New Jersey 13Indiana 11Pennsylvania 10South Dakota 9Michigan 8Nebraska 7Illinois 6Florida 5Kentucky 5Tennessee 5Colorado 4Ohio 4Arkansas 3North Dakota 3New York 3Utah 3

Questions

How many Cetera Planning Partners financial advisors are in North Carolina?

4 investment adviser representatives are registered at Cetera Planning Partners offices in North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 283 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Where in North Carolina does Cetera Planning Partners have the most advisors?

Greensboro, with 4. Cetera Planning Partners has advisors in 1 city in North Carolina.

How do I check a Cetera Planning Partners 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 Cetera Planning Partners office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.