Financial advisors in Concord, NC

97 advisors · page 3 of 4

Kawii Jayjay
Financial advisor at Empower Advisory Group, LLC
Empower Advisory Group, LLC · $195.43B AUM
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Keith Laibson
Financial advisor at Matson Money, Inc.
Matson Money, Inc. · $24.33B AUM
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Kenneth Miller
Financial advisor at Exodus Wealth, LLC
Exodus Wealth, LLC · $483.6M AUM
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Kevin O'hare
Financial advisor at Fifth Third Securities, Inc.
Fifth Third Securities, Inc. · $10.92B AUM
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Kimberly Negre
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
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Leo Theriault
Financial advisor at Family Wealth Partners Concord, Inc
Family Wealth Partners Concord, Inc · $39M AUM
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Lexter Fennell
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Lindsey Adams
Financial advisor at Advice and Planning Services
Advice and Planning Services · $37.93B AUM
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Loretta Gifford
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Luann Barnes
Financial advisor at Wmc Capital Management, LLC
Wmc Capital Management, LLC · $16.2M AUM
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Marc Shepherd
Financial advisor at Principal Securities, Inc.
Principal Securities, Inc. · $17.02B AUM
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Margaret Suite-Arnold
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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Mark Thomas
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
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Mark Whitley
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
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Marshall Ward
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Matthew Leonard
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
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Max Miller
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Michael Marasco
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
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Michael Specht
Financial advisor at Advice and Planning Services
Advice and Planning Services · $37.93B AUM
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Michelle Floris
Financial advisor at Advice and Planning Services
Advice and Planning Services · $37.93B AUM
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Neeharika Kadiri
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Omar Richardson
Financial advisor at Advice and Planning Services
Advice and Planning Services · $37.93B AUM
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Patrick Riley
Financial advisor at Optimal Planning LLC
Optimal Planning LLC · $43.4M AUM
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Philip Miller
Financial advisor at Exodus Wealth, LLC
Exodus Wealth, LLC · $483.6M AUM
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Przemyslaw Waszczeniuk
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
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Rashaan Robertson
Financial advisor at Advice and Planning Services
Advice and Planning Services · $37.93B AUM
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Robert Brannan
Financial advisor at Uwharrie Investment Advisors, Inc.
Uwharrie Investment Advisors, Inc. · $337.8M AUM
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Robert Church
Financial advisor at Advice and Planning Services
Advice and Planning Services · $37.93B AUM
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Ronald Smith
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Rose-Ann Thompson
Financial advisor at Advice and Planning Services
Advice and Planning Services · $37.93B AUM
VerifiedFinancial planning
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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 Concord, 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 Concord, NC.

How this list works

Before you hire an advisor in Concord, NC