Financial advisors in Fuquay Varina, NC

34 match · page 1 of 2

Allan Leung
Financial advisor at Planvision, LLC
Planvision, LLC
CFP®VerifiedFinancial planning
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Jaime Molina
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jared Reinstein
Financial advisor at Planvision, LLC
Planvision, LLC
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Piersall
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Mary Twiddy
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Randal Best
Financial advisor at Planvision, LLC
Planvision, LLC
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robin Wellings Loftus
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Ruth Chicca
Financial advisor at Planvision, LLC
Planvision, LLC
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Valerie Seymour
Financial advisor at Quest 10 Wealth Builders, Inc.
Quest 10 Wealth Builders, Inc. · $237.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alan Heltzel
Financial advisor at Planvision, LLC
Planvision, LLC
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Amber Honeycutt
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Andrew Davenport
Financial advisor at Quest 10 Wealth Builders, Inc.
Quest 10 Wealth Builders, Inc. · $237.7M AUM
VerifiedFinancial planning
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Christopher Vasques
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Cristof Ensslin
Financial advisor at Pine Ridge Wealth LLC
Pine Ridge Wealth LLC · $399K AUM
Verified
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David Hernandez
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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David Perkins
Financial advisor at Pharos Capital Management, LLC
Pharos Capital Management, LLC · $3.9M AUM
VerifiedFinancial planning
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Donald Delaria, Jr.
Financial advisor at Gradient Investments, LLC
Gradient Investments, LLC · $8.84B AUM
Verified
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Gerrit Van Schalkwyk
Financial advisor at Credit Union Investment Services
Credit Union Investment Services · $93.6M AUM
VerifiedFinancial planning
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Gregory Klein
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Heather Oakley
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Jake Galligan
Financial advisor at Alphastar Capital Management
Alphastar Capital Management · $2.5B AUM
VerifiedFinancial planning
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Jeroen Stone
Financial advisor at Credit Union Investment Services
Credit Union Investment Services · $93.6M AUM
VerifiedFinancial planning
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John Huber
Financial advisor at Saber Capital Management LLC
Saber Capital Management LLC · $129.3M AUM
Verified
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Joseph Uradnik
Financial advisor at Ae Wealth Management, LLC
Ae Wealth Management, LLC · $49.84B AUM
VerifiedFinancial planning
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Kenneth Stephenson
Financial advisor at Quest 10 Wealth Builders, Inc.
Quest 10 Wealth Builders, Inc. · $237.7M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kevin Perrault
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Kunal Patel
Financial advisor at Merit Financial Advisors
Merit Financial Advisors · $23.88B AUM
VerifiedFinancial planning
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Mark Zoril
Financial advisor at Planvision, LLC
Planvision, LLC
VerifiedFinancial planning
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Michael Nunez
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Brennan
Financial advisor at Credit Union Investment Services
Credit Union Investment Services · $93.6M 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 Fuquay Varina, 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 Fuquay Varina, NC.

How this list works

Before you hire an advisor in Fuquay Varina, NC