Financial ADVSR advisor directory · SEC adviser records
Creative Planning financial advisors in North Carolina
Every SEC-registered investment adviser representative at a Creative Planning office in North Carolina, by city and A to Z.
8 registered advisors work at Creative Planning in North Carolina, out of 1,038 nationwide; it's the firm's number 18 state by advisors, and the most are in Charlotte (3). 7 list the CFP designation and 0 are also registered broker representatives.
Creative Planning advisors by city in North Carolina
Every firm in North Carolina →Creative Planning advisors in North Carolina, A to Z
Search by name →- Joseph A. DillonRaleigh · Certified Financial Planner
- Christopher M. GarrettCharlotte · Certified Financial Planner
- Kyle R. GensrickCharlotte · Certified Financial Planner
- Thomas W. GoldmanHigh Point
- Austen R. HawkeyRaleigh · Certified Financial Planner
- Whitney D. HillDurham · Certified Financial Planner
- Brenton W. SimonsonCharlotte · Certified Financial Planner
- Jason E. YoungWaxhaw · Certified Financial Planner
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Creative Planning in other states
Kansas 627California 49Texas 41Wisconsin 28Georgia 23Minnesota 23Illinois 22Missouri 19Virginia 18Pennsylvania 17Tennessee 17Florida 15Arizona 14Colorado 12Washington 11Maryland 10Michigan 8New York 7South Carolina 7Indiana 6Connecticut 5Massachusetts 5Nebraska 5Ohio 5Delaware 4Hawaii 4Louisiana 4New Jersey 4Oregon 4North Dakota 3Oklahoma 3
Questions
How many Creative Planning financial advisors are in North Carolina?
8 investment adviser representatives are registered at Creative Planning offices in North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 1,038 at the firm nationwide. 7 list the CFP designation and 0 are also registered as broker representatives.
Where in North Carolina does Creative Planning have the most advisors?
Charlotte, with 3, then Raleigh (2). Creative Planning has advisors in 5 cities in North Carolina.
How do I check a Creative Planning 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 Creative Planning office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.