Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Colfax, NC

Every SEC-registered investment adviser representative at a firm office in Colfax, with the firms that employ the most of them.

The short answer

2 registered advisors work in Colfax; the most are at Blueprint Financial Advisors (2). 2 list the CFP designation and 0 are also registered broker representatives.

Firms with the most advisors in Colfax

Firm	Advisors in Colfax
Blueprint Financial Advisors	2
Strategic Planning Corporation	1

Advisors in Colfax, A to Z

CFP advisors in Colfax →

Philip J. CorsonBlueprint Financial Advisors · Certified Financial Planner
Richard M. FlandersStrategic Planning Corporation · Certified Financial Planner

Other cities in North Carolina

All of North Carolina →

Charlotte 4,345 Raleigh 1,727 Greensboro 517 Durham 494 Wilmington 440 Cary 273 Chapel Hill 273 Asheville 259 Winston Salem 240 Winston-Salem 237 Huntersville 194 Cornelius 172 Greenville 116 Mooresville 109 Fayetteville 93 Hickory 88 Matthews 87 Concord 86 High Point 82 Apex 68 New Bern 59 Wake Forest 59 Burlington 58 Hendersonville 58

Questions

How many financial advisors are in Colfax, NC?

2 investment adviser representatives are registered at firm offices in Colfax, North Carolina, according to the SEC's Investment Adviser Public Disclosure records. 0 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Colfax?

Blueprint Financial Advisors, with 2 registered advisors in Colfax, followed by Strategic Planning Corporation with 1.

How do I check a financial advisor in Colfax?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.