Financial advisors in Greenville, NC

21 match

Bret Smith
Financial advisor at Lincoln Investment
Lincoln Investment · $21.99B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Jenkins
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Taylor
Financial advisor at Resurgent Advisors
Resurgent Advisors · $354.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Hunt
Financial advisor at Integrated Wealth Concepts LLC
Integrated Wealth Concepts LLC · $23.58B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Denny Purser
Financial advisor at First Heartland Consultants, Inc.
First Heartland Consultants, Inc. · $2.09B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Don Keel
Financial advisor at Keel & Long Financial Management, LLC
Keel & Long Financial Management, LLC · $75M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Bengala
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Buie
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Pagnani
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Taunton
Financial advisor at Geneos Wealth Management, Inc.
Geneos Wealth Management, Inc. · $9.22B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Janet Carpenter
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Hoyt
Financial advisor at H. L. Ormond & Company, LLC
H. L. Ormond & Company, LLC · $401.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jonathan Blackwell
Financial advisor at Carolina Wealth Management, Inc.
Carolina Wealth Management, Inc. · $798.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jonathan Powers
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Marie Peele
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Delia
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nathaniel Cohen
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Hough
Financial advisor at Integrated Wealth Concepts LLC
Integrated Wealth Concepts LLC · $23.58B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Samuel Hylton
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Tanner Hoyt
Financial advisor at H. L. Ormond & Company, LLC
H. L. Ormond & Company, LLC · $401.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Thomas Rouse
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B 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 Greenville, 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 Greenville, NC.

How this list works

Before you hire an advisor in Greenville, NC