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Designations / CFP® professionals

CFP® professionals in North Carolina

CERTIFIED FINANCIAL PLANNER™ professionals complete coursework, a comprehensive exam, experience requirements, and ongoing education, and commit to acting as fiduciaries when giving financial advice.

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2,326 advisors

Capital Investment Advisory Services
46yrs
Charles Upshaw
Financial advisor
100 E. Six Forks Road Suite 200
Raleigh, NC 27609
Top advisor by experience at Capital Investment Advisory Services
CFP®Fiduciary
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Stifel, Nicolaus & Company
46yrs
Frank Dworsky
Financial advisor
1414 Raleigh Road
Chapel Hill, NC 27517
Top 1% by experience in North Carolina
CFP®Fiduciary
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Lewis Financial Management
46yrs
Douglas Lewis
Financial advisor
1611 East Millbrook Road
Raleigh, NC 27609
Top 1% by experience in Raleigh
CFP®
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Raymond James & Associates
45yrs
John Burns
Financial advisor
3540 Toringdon Way Suite 510
Charlotte, NC 28277
Top 1% by experience in Charlotte
CFP®Fiduciary
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Coleman Advisory
45yrs
John Coleman
Financial advisor
Asheville, NC
Top advisor by experience in Asheville
CFP®ChFCFiduciary
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Durant Wealth MGMT Advisory Services
45yrs
William Howard
Financial advisor
Mooresville, NC
Top advisor by experience in Mooresville
CFP®ChFC
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Wells Fargo Advisors
45yrs
David Difilippo
Financial advisor
3105 Glenwood Ave Stes 201 & 302
Raleigh, NC 27612
Top 1% by experience in Raleigh
CFP®Fiduciary
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Merrill
45yrs
L James
Financial advisor
4242 Six Forks Rd
Raleigh, NC 27609
Top 1% by experience in North Carolina
CFP®Fiduciary
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Wells Fargo Advisors
44yrs
William Haugen
Financial advisor
130 Harbour Pl Dr Suite 200
Davidson, NC 28036
Top advisor by experience in Davidson
CFP®Fiduciary
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Opus Financial Advisors
44yrs
James Staples
Financial advisor
126 East Water St
Statesville, NC 28677
Top advisor by experience in Statesville
CFP®
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Osaic Wealth
44yrs
James Sandlin
Financial advisor
1200 SE Maynard Road Suite 101
Cary, NC 27511
Top advisor by experience in Cary
CFP®Fiduciary
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Capital Investment Advisory Services
44yrs
Craig McDaniel
Financial advisor
100 E. Six Forks Road Suite 200
Raleigh, NC 27609
Top 1% by experience in Raleigh
CFP®
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Ameriprise Financial Services
44yrs
James Bengala
Financial advisor
300 A W Arlington Blvd
Greenville, NC 27834
Top 1% by experience in North Carolina
CFP®
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Stifel, Nicolaus & Company
43yrs
Paul Vidovich
Financial advisor
629 Green Valley Road Suite 211
Greensboro, NC 27408
Top 1% by experience in North Carolina
CFP®Fiduciary
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Edward Jones
43yrs
Jeffrey Davis
Financial advisor
2602 West Vernon Avenue Suite B
Kinston, NC 28504
Top advisor by experience in Kinston
CFP®Fiduciary
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Osaic Wealth
43yrs
Steve Worthy
Financial advisor
10800 Sikes Place Suite 205
Charlotte, NC 28277
Top 1% by experience in Charlotte
CFP®ChFCFiduciary
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Independent Advisor Alliance
43yrs
Stuart Gardner
Financial advisor
3530 Toringdon Way Suite 108
Charlotte, NC 28277
Top 1% by experience in Charlotte
CFP®Fiduciary
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Osaic Wealth
43yrs
Ben Miller
Financial advisor
1344 Ashley Square
Winston-Salem, NC 27103
Top 1% by experience in North Carolina
CFP®Fiduciary
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Scharl Advisory Services
43yrs
Kathleen Scharl
Financial advisor
5836 Fayetteville Rd Suite 104
Durham, NC 27713
Top 1% by experience in Durham
CFP®
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Inspired Financial Planners
43yrs
Germaine Weldon
Financial advisor
Hendersonville, NC
Top 1% by experience in North Carolina
CFP®CPA/PFSFiduciary
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Captrust
43yrs
Donn Johnston
Financial advisor
4208 Six Forks Rd Suite 1700
Raleigh, NC 27609
Top 1% by experience in Raleigh
CFP®Fiduciary
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Osaic Wealth
43yrs
Daniel Haines
Financial advisor
Wake Forest, NC
Top advisor by experience in Wake Forest
CFP®Fiduciary
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Commonwealth Financial Network
43yrs
Graham Wilson
Financial advisor
119 South Trade Street Suite 101
Matthews, NC 28105
Top advisor by experience in Matthews
CFP®ChFC
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Muirfield Wealth Advisors
43yrs
Philip Bailey
Financial advisor
6101 Carnegie Blvd. Suite 550
Charlotte, NC 28209
Top 1% by experience in Charlotte
CFP®Fiduciary
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