Financial advisors in Greensboro, NC

129 match · page 3 of 5

Jonathan Reganess
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 Spillman
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Justin Smith
Financial advisor at Smith Partners Wealth Management, LLC
Smith Partners Wealth Management, LLC · $196.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Karen Kahn
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Karla Johnson
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
CFP®VerifiedFinancial planning
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Kenneth Shahbaz
Financial advisor at Holderness Investments Co
Holderness Investments Co · $660.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kent Simmons
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kevin Herron
Financial advisor at Wedbush Securities Inc.
Wedbush Securities Inc. · $6.75B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kevin Kennedy
Financial advisor at Xypn Sapphire
Xypn Sapphire · $1.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kyle Brown
Financial advisor at Beacon Pointe Advisors, LLC
Beacon Pointe Advisors, LLC · $54.87B AUM
CFP®VerifiedFinancial planning
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Kyle Smith
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lawrence Wiswall
Financial advisor at Tcs Financial Services, Inc.
Tcs Financial Services, Inc. · $80.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Leslie Garner
Financial advisor at Adaptfirst Investments LLC
Adaptfirst Investments LLC · $107.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Linda Erickson
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lindsay Brock
Financial advisor at Hightower Advisors, LLC
Hightower Advisors, LLC · $198.58B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Logan Whitlock
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Luke Mills
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mary Zogzas
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Johnson
Financial advisor at Defining Legacy Advisors
Defining Legacy Advisors · $13.6M AUM
CFP®VerifiedFinancial planning
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Matthew McCoy
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Stratton
Financial advisor at Onedigital
Onedigital · $155.41B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Davis
Financial advisor at Legs Financial
Legs Financial · $1.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Devon
Financial advisor at Davenport & Company LLC
Davenport & Company LLC · $24.7B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Lonano
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Sandlin
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Sigmon
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nathan Aldendail
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nathaniel Carswell
Financial advisor at Forthright Capital
Forthright Capital · $107.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nicholas Johnson
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Parrish Peddrick
Financial advisor at Granville Capital, Inc.
Granville Capital, Inc. · $1.37B 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 Greensboro, 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 Greensboro, NC.

How this list works

Before you hire an advisor in Greensboro, NC