Financial advisors in Apex, NC

71 match · page 2 of 3

Faith Rash
Financial advisor at Alight Financial Advisors, LLC
Alight Financial Advisors, LLC · $35.05B AUM
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Franklin Brizendine, III
Financial advisor at Onedigital
Onedigital · $155.41B AUM
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George Leisure
Financial advisor at Bsg Advisers
Bsg Advisers · $134.8M AUM
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George Nowack
Financial advisor at Hunter Street Investment Advisors LLC
Hunter Street Investment Advisors LLC · $166.4M AUM
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Hazem Mustafa Mohsen
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Isaac Artinger
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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James McMahon
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Jeffrey Adams
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Jennifer Lewis
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Jonathan Bandy
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Jonathan Morgan
Financial advisor at Taelos Financial Partners LLC
Taelos Financial Partners LLC · $11.1M AUM
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Kevin Cochran
Financial advisor at Hunter Street Investment Advisors LLC
Hunter Street Investment Advisors LLC · $166.4M AUM
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Kimberly Benfield
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
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Kristofer Alban
Financial advisor at Bsg Advisers
Bsg Advisers · $134.8M AUM
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Lucas Bourne
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Madison Held
Financial advisor at Mariner Independent
Mariner Independent · $7.34B AUM
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Mark Spring
Financial advisor at Mai Capital Management, LLC
Mai Capital Management, LLC · $52.1B AUM
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Matthew Maiers
Financial advisor at Hunter Street Investment Advisors LLC
Hunter Street Investment Advisors LLC · $166.4M AUM
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Matthew Scuderi
Financial advisor at Capital Financial Advisory Group, LLC
Capital Financial Advisory Group, LLC
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Meralyn Ratnasekera
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Meredith Barbour
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Michael O'rourke
Financial advisor at Hunter Street Investment Advisors LLC
Hunter Street Investment Advisors LLC · $166.4M AUM
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Nancy Ayers
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Nathan Philbrook
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Parker Holland
Financial advisor at Foundations Investment Advisors LLC
Foundations Investment Advisors LLC · $10.1B AUM
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Patrick Newsome
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Paulo Ribeiro De Lemos
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
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Peter D'arruda
Financial advisor at Foundations Investment Advisors LLC
Foundations Investment Advisors LLC · $10.1B AUM
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Richard Ward
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Robert Picha
Financial advisor at Bsg Advisers
Bsg Advisers · $134.8M AUM
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Apex, NC

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Apex, NC.

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Before you hire an advisor in Apex, NC