Financial advisors in Durham, NC

98 match · page 1 of 4

Aldrin Hewakopara
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Alexander Gracia
Financial advisor at Valic Financial Advisors, Inc.
Valic Financial Advisors, Inc. · $29.22B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alexander Khan
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alexander Nelson
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Allen Parker
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Amanda Decesar
Financial advisor at Tara Wealth
Tara Wealth · $13.4M AUM
CFP®VerifiedFinancial planning
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Andres Quezada
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Metz
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Angela Pack
Financial advisor at Slp Wealth
Slp Wealth · $63.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Augustus Thompson
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Elefante
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Bruce Frankel
Financial advisor at Parallel Advisors, LLC
Parallel Advisors, LLC · $10.31B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bryan Piccirillo
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Carter Ellis
Financial advisor at Guardian Wealth Advisors, LLC
Guardian Wealth Advisors, LLC · $2.74B AUM
CFP®VerifiedFinancial planning
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Charles Carrick
Financial advisor at Beacon Pointe Advisors, LLC
Beacon Pointe Advisors, LLC · $54.87B AUM
CFP®VerifiedFinancial planning
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Charles Clifton
Financial advisor at Sycamore Financial Planning, LLC
Sycamore Financial Planning, LLC · $104.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Charles Roe
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christian Keedy
Financial advisor at Guardian Wealth Advisors, LLC
Guardian Wealth Advisors, LLC · $2.74B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Harrison
Financial advisor at Verity Asset Management
Verity Asset Management · $1.15B AUM
CFP®VerifiedFinancial planning
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Corey Overcash
Financial advisor at Valic Financial Advisors, Inc.
Valic Financial Advisors, Inc. · $29.22B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Curtis Byrd
Financial advisor at Onyx Wealth Management, LLC
Onyx Wealth Management, LLC · $6.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Dakota Niedermeier
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Jobe
Financial advisor at Valic Financial Advisors, Inc.
Valic Financial Advisors, Inc. · $29.22B AUM
CFP®VerifiedFinancial planning
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David Castro
Financial advisor at Focus Partners Wealth, LLC
Focus Partners Wealth, LLC · $181.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Derek Parrish
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Douglas Dickerson
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Elizabeth Scupin
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 ↗
Ellen Bailey
Financial advisor at Verity Asset Management
Verity Asset Management · $1.15B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ethan Earles
Financial advisor at Sycamore Financial Planning, LLC
Sycamore Financial Planning, LLC · $104.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Evan Guinn
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T 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 Durham, 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 Durham, NC.

How this list works

Before you hire an advisor in Durham, NC