Financial advisors in Davidson, NC

51 match · page 1 of 2

Brandon Whelan
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Brendan Willmann
Financial advisor at Granada Wealth Management, LLC
Granada Wealth Management, LLC · $171.4M AUM
CFP®VerifiedFinancial planning
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Brett Stoner
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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David Carrara
Financial advisor at Citizens Securities, Inc.
Citizens Securities, Inc. · $12.87B AUM
CFP®VerifiedFinancial planning
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Jerathen Tillman
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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John Frechette
Financial advisor at Foundry Financial LLC
Foundry Financial LLC · $232.6M AUM
CFP®VerifiedFinancial planning
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Johnny Coble
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Joseph Neal
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Kyle Lambeth
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Noah Allmaras
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Tod Wells
Financial advisor at &Partners
&Partners · $30.27B AUM
CFP®VerifiedFinancial planning
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William Haugen
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alexander Cohen
Financial advisor at &Partners
&Partners · $30.27B AUM
VerifiedFinancial planning
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Angela Childers
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Bart Knight
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Benton Pruitt
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Brooks Riley
Financial advisor at Grp Retirement Planning
Grp Retirement Planning · $155.3M AUM
VerifiedFinancial planning
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Christina McConnell
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Craig Flowe
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Hedges
Financial advisor at Bookman Bright, Inc.
Bookman Bright, Inc. · $22.6M AUM
VerifiedFinancial planning
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Deborah Stamets
Financial advisor at Merit Financial Advisors
Merit Financial Advisors · $23.88B AUM
VerifiedFinancial planning
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Diane Davis
Financial advisor at Capital Investment Advisory Services, LLC
Capital Investment Advisory Services, LLC · $2.39B AUM
VerifiedFinancial planning
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Elizabeth Heiligenthaler
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Elliott Ashe
Financial advisor at &Partners
&Partners · $30.27B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ethan Buysse
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Heather Desieno
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Tapp
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Jean Pelletier
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Jeffrey Coble
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Thompson
Financial advisor at Geneos Wealth Management, Inc.
Geneos Wealth Management, Inc. · $9.22B AUM
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 Davidson, 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.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in Davidson, NC.

How this list works

Before you hire an advisor in Davidson, NC