Financial advisors in Durham, NC

273 match · page 4 of 10

Amber Roemmich
Financial advisor at Credit Union Investment Services
Credit Union Investment Services · $93.6M AUM
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Amber Schiffert
Financial advisor at Tara Wealth
Tara Wealth · $13.4M AUM
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Amy Friedrich
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Amy Peters
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Amy Simonson
Financial advisor at Verity Asset Management
Verity Asset Management · $1.15B AUM
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Andrew Beckman
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Andrew O Connell
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Andrew Snider
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Angelo Posillico
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Anna Lewis
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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August Pye
Financial advisor at Integrated Wealthcare, LLC
Integrated Wealthcare, LLC · $218.2M AUM
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Austin Bell
Financial advisor at Valic Financial Advisors, Inc.
Valic Financial Advisors, Inc. · $29.22B AUM
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Bilan Stribling
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
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Brad Corbett
Financial advisor at Verity Asset Management
Verity Asset Management · $1.15B AUM
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Brett Walters
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Brian Futch
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
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Brian Kurtzer
Financial advisor at Verity Asset Management
Verity Asset Management · $1.15B AUM
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Bryan Snapp
Financial advisor at Slp Wealth
Slp Wealth · $63.7M AUM
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Byron Gabriel
Financial advisor at Krilogy
Krilogy · $5.2B AUM
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Calvin Williamson
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
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Carlos Cirkovic Von Hubbenet
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Cecilia Waters
Financial advisor at Valic Financial Advisors, Inc.
Valic Financial Advisors, Inc. · $29.22B AUM
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Christopher Bolles
Financial advisor at Verity Asset Management
Verity Asset Management · $1.15B AUM
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Christopher Gray
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Christopher Hance
Financial advisor at Advice and Planning Services
Advice and Planning Services · $37.93B AUM
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Christopher Satalino
Financial advisor at Credit Union Investment Services
Credit Union Investment Services · $93.6M AUM
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Clayton Fillian
Financial advisor at Verity Asset Management
Verity Asset Management · $1.15B AUM
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Cooper Taylor
Financial advisor at Sounding Line Wealth Management, LLC
Sounding Line Wealth Management, LLC
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Courtney Bauke
Financial advisor at Capital Consulting & Investment Group LLC
Capital Consulting & Investment Group LLC
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Cynda Beauchamp
Financial advisor at Edward Jones
Edward Jones · $1.01T 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 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.

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Financial advisors in Durham, NC.

How this list works

Before you hire an advisor in Durham, NC