Financial advisors in Greenville, NC

120 match · page 2 of 4

Bruce Wackelin
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
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Bynum Satterwhite
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
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Carl Blackwood
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
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Carla Batten
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Carolyn Crews
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Charles Bridgers
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
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Charles Laughridge
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
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Charles Satterwhite
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
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Christopher Alexander
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Christopher Emanuel
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Christopher House
Financial advisor at Integrated Wealth Concepts LLC
Integrated Wealth Concepts LLC · $23.58B AUM
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Claudia Ortega
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
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Connie Pritchard
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Connor Woodlief
Financial advisor at Gradient Advisors, LLC
Gradient Advisors, LLC · $289.3M AUM
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Damian Lombardi
Financial advisor at The Fiduciary Alliance
The Fiduciary Alliance · $2.53B AUM
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Daniel Stieh
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
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David Damm
Financial advisor at Carolina Wealth Management, Inc.
Carolina Wealth Management, Inc. · $798.5M AUM
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David Leigh
Financial advisor at Advice and Planning Services
Advice and Planning Services · $37.93B AUM
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Deanna Wetherington
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Debra Allen
Financial advisor at First Citizens Investor Services, Inc.
First Citizens Investor Services, Inc. · $2.63B AUM
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Derek Pszenny
Financial advisor at Carolina Wealth Management, Inc.
Carolina Wealth Management, Inc. · $798.5M AUM
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Diana Rath
Financial advisor at Credit Union Investment Services
Credit Union Investment Services · $93.6M AUM
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Don Rudolph
Financial advisor at Founders Financial Alliance, LLC
Founders Financial Alliance, LLC · $1.19B AUM
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Dorsey Tyndall
Financial advisor at Vandalia Wealth
Vandalia Wealth · $249.6M AUM
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Elisa McLawhorn
Financial advisor at First Heartland Consultants, Inc.
First Heartland Consultants, Inc. · $2.09B AUM
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Gentry Porter
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
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George Bell
Financial advisor at Advice and Planning Services
Advice and Planning Services · $37.93B AUM
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Gregory Weigum
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Herbert Ormond
Financial advisor at H. L. Ormond & Company, LLC
H. L. Ormond & Company, LLC · $401.4M AUM
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James Buckman
Financial advisor at Geneos Wealth Management, Inc.
Geneos Wealth Management, Inc. · $9.22B 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 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