Financial advisors in Cornelius, NC

27 match

Andrew Breasure
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Antonio Burkett
Financial advisor at Aspire Private Capital
Aspire Private Capital · $509.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Austin Portelance
Financial advisor at Kestra Private Wealth Services, LLC
Kestra Private Wealth Services, LLC · $13.45B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bjorn Borg
Financial advisor at Alphastar Capital Management
Alphastar Capital Management · $2.5B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Lee
Financial advisor at Passport Wealth Management
Passport Wealth Management · $115.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Tobias
Financial advisor at Passport Wealth Management
Passport Wealth Management · $115.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Danna Nealon
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Byrne
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Hahl
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Schiff
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gregory Padgitt
Financial advisor at Aspire Private Capital
Aspire Private Capital · $509.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jason List
Financial advisor at Aventus Investment Advisors, Inc.
Aventus Investment Advisors, Inc. · $136.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jason Ma
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jonathan Blevins
Financial advisor at Alphastar Capital Management
Alphastar Capital Management · $2.5B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Justin Champlain
Financial advisor at Alphastar Capital Management
Alphastar Capital Management · $2.5B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kenneth Putnam
Financial advisor at Independent Advisor Alliance, LLC
Independent Advisor Alliance, LLC · $17.23B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Larkin Wobbe
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lateesha McCullough
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Luis Lopez
Financial advisor at Alphastar Capital Management
Alphastar Capital Management · $2.5B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Melissa Carlson
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nicholas Lavella
Financial advisor at Integrative Planning, Inc.
Integrative Planning, Inc. · $101.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Rob Bacharach
Financial advisor at Iht Wealth Management LLC
Iht Wealth Management LLC · $9.8B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sean Travis
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Thomas Farrell
Financial advisor at Aspire Private Capital
Aspire Private Capital · $509.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Vincent Tizono
Financial advisor at Alphastar Capital Management
Alphastar Capital Management · $2.5B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Wesley Taylor
Financial advisor at Aspire Private Capital
Aspire Private Capital · $509.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Zachary Popovec
Financial advisor at Alphastar Capital Management
Alphastar Capital Management · $2.5B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

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 Cornelius, 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 Cornelius, NC.

How this list works

Before you hire an advisor in Cornelius, NC