Congratulations to the team for this enormous achievement! This list recognizes the largest financial planning firms in the Charlotte area, ranked by number of local CFPs.
The full list of firms can be found here on the Charlotte Business Journal website: https://www.bizjournals.com/charlotte/subscriber-only/2021/04/23/charlottes-largest-financial-planning.html?b=1619024950%5E21895174
If you’re thinking about moving to Charlotte or want to know more about North Carolina, read our white paper: Did you just relocate to North Carolina with your company?
Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one clients' evaluation. Generally, ratings, rankings, and recognition are based on information prepared and submitted by the advisor. A more thorough disclosure of the criteria used in any of these rankings can be provided upon request.