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Financial ADVSR advisor directory · SEC adviser records

Sycamore Financial Planning, LLC financial advisors in Durham, NC

Every SEC-registered investment adviser representative at a Sycamore Financial Planning, LLC office in Durham, A to Z.

The short answer

3 registered advisors work at Sycamore Financial Planning, LLC in Durham, out of 3 at the firm nationwide; it ranks number 23 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Sycamore Financial Planning, LLC advisors in Durham, A to Z

Every Sycamore Financial Planning, LLC advisor →

Sycamore Financial Planning, LLC advisors in every city and state →Advisor Moves: who changed firms this week →

Other firms in Durham

All Durham advisors →

Strategic Advisers LLC 235Edward Jones 30Verity Asset Management 27Tiaa-Cref Individual & Institutional Services, LLC 20Valic Financial Advisors, Inc. 20Cetera Investment Advisers LLC 12Northwestern Mutual Investment Services, LLC 8Raymond James Financial Services Advisors, Inc. 8LPL Financial LLC 7Slp Wealth 7State Farm Investment Management Corp. 7Wells Fargo Clearing Services, LLC 6

Questions

How many financial advisors does Sycamore Financial Planning, LLC have in Durham?

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

Is Sycamore Financial Planning, LLC one of the largest advisor employers in Durham?

Sycamore Financial Planning, LLC ranks number 23 in Durham by registered advisors; Strategic Advisers LLC has the most, with 235.

How do I check a Sycamore Financial Planning, LLC advisor in Durham?

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 Sycamore Financial Planning, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.