Financial advisors in Greensboro, NC

520 match · page 1 of 18

Aaron Parrish
Financial advisor at Level Wealth Management LLC
Level Wealth Management LLC · $236.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Albert Erb
Financial advisor at Sanctuary Advisors, LLC
Sanctuary Advisors, LLC · $34.88B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Allen Ropp
Financial advisor at Smith Salley Wealth Management
Smith Salley Wealth Management · $2.89B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alvan Aron
Financial advisor at Valic Financial Advisors, Inc.
Valic Financial Advisors, Inc. · $29.22B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Amanda Bateman
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Amber Cornwell
Financial advisor at Valic Financial Advisors, Inc.
Valic Financial Advisors, Inc. · $29.22B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Clark
Financial advisor at Smith Salley Wealth Management
Smith Salley Wealth Management · $2.89B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Lippert
Financial advisor at Simplified Wealth LLC
Simplified Wealth LLC · $9.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Mayon
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ann Zuraw
Financial advisor at Zuraw Financial Advisors, LLC
Zuraw Financial Advisors, LLC · $519.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ashley Madden
Financial advisor at Strategic Blueprint, LLC
Strategic Blueprint, LLC · $2.54B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Benjamin Bailey
Financial advisor at Smith Salley Wealth Management
Smith Salley Wealth Management · $2.89B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Blaise Stevens
Financial advisor at Strategic Advisory Partners
Strategic Advisory Partners · $191.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bradley Burk
Financial advisor at Smith Salley Wealth Management
Smith Salley Wealth Management · $2.89B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Winstead
Financial advisor at Davenport & Company LLC
Davenport & Company LLC · $24.7B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brittany Robertson
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Catriona Kyle-Rice
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Charles Carrick
Financial advisor at Beacon Pointe Advisors, LLC
Beacon Pointe Advisors, LLC · $54.87B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Arena
Financial advisor at Clef Financial, LLC
Clef Financial, LLC · $3.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Barbee
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Jones
Financial advisor at Carolina Financial Advisors, Inc.
Carolina Financial Advisors, Inc. · $240.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Regeis
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Courtney Kidwell
Financial advisor at Hightower Advisors, LLC
Hightower Advisors, LLC · $198.58B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Billings
Financial advisor at Ameritas Advisory Services, LLC
Ameritas Advisory Services, LLC · $13.75B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Belk
Financial advisor at Carolina Financial Advisors, Inc.
Carolina Financial Advisors, Inc. · $240.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Childs
Financial advisor at Spartan Planning Group
Spartan Planning Group · $383.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Gray
Financial advisor at Capital Management LLC
Capital Management LLC · $383M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Morgan
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 ↗
David Ruck
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Dennis Bissell
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B 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.

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Financial advisors in Greensboro, NC.

How this list works

Before you hire an advisor in Greensboro, NC