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Financial ADVSR advisor directory · SEC adviser records

Cetera Planning Partners financial advisors in Greensboro, NC

Every SEC-registered investment adviser representative at a Cetera Planning Partners office in Greensboro, A to Z.

The short answer

4 registered advisors work at Cetera Planning Partners in Greensboro, out of 283 at the firm nationwide; it ranks number 33 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Cetera Planning Partners advisors in Greensboro, A to Z

Every Cetera Planning Partners advisor →

Cetera Planning Partners advisors in other cities

Leawood, KS 30Lafayette, LA 20Dubuque, IA 17Rapid City, SD 7Seven Fields, PA 7Indianapolis, IN 6Parsippany, NJ 6Algona, IA 5Houston, TX 5Dallas, TX 4Evansville, IN 4Honolulu, HI 4Louisville, KY 4Morgan City, LA 4Pella, IA 4

Other firms in Greensboro

All Greensboro advisors →

LPL Financial LLC 43Merrill Lynch, Pierce, Fenner & Smith Incorporated 39Wells Fargo Clearing Services, LLC 29Edward Jones 26Valic Financial Advisors, Inc. 22Ameriprise Financial Services, LLC 21Strategic Advisers LLC 16Smith Salley Wealth Management 14Cetera Investment Advisers LLC 13Raymond James Financial Services Advisors, Inc. 13Truist Advisory Services, Inc. 13Stifel, Nicolaus & Company, Incorporated 12

Questions

How many financial advisors does Cetera Planning Partners have in Greensboro?

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

Is Cetera Planning Partners one of the largest advisor employers in Greensboro?

Cetera Planning Partners ranks number 33 in Greensboro by registered advisors; LPL Financial LLC has the most, with 43.

How do I check a Cetera Planning Partners advisor in Greensboro?

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. Weighing a move? Compare payouts by firm or value a recruiting offer.