Financial advisors in Hillsborough, NC

23 advisors

Demarcus Bowden
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
George Bingham
Financial advisor at 3sisters Sustainable Management, Inc
3sisters Sustainable Management, Inc · $104M AUM
CFP®Verified
View page Check on SEC IAPD ↗
Robert Creedle
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Thomas Sikes
Financial advisor at Wanderwealth Inc.
Wanderwealth Inc. · $5.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Thomas Struckmeyer
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Angelina Bellochio
Financial advisor at 3sisters Sustainable Management, Inc
3sisters Sustainable Management, Inc · $104M AUM
Verified
View page Check on SEC IAPD ↗
Chelsea Trimble
Financial advisor at Credit Union Investment Services
Credit Union Investment Services · $93.6M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Martell
Financial advisor at 3sisters Sustainable Management, Inc
3sisters Sustainable Management, Inc · $104M AUM
Verified
View page Check on SEC IAPD ↗
Douglas Wegman
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Inger Jansen
Financial advisor at Advisors Asset Management, Inc.
Advisors Asset Management, Inc. · $2.21B AUM
Verified
View page Check on SEC IAPD ↗
Jimmy Dooley
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jo Mullens
Financial advisor at Verity Asset Management
Verity Asset Management · $1.15B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jody White
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Netherton
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kari Andrade
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kristin Moore
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
View page Check on SEC IAPD ↗
Mary Macdonald
Financial advisor at Personal Path Financial Planning
Personal Path Financial Planning
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Hughes
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mikaela Bradshaw
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nicholas Cellini
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ryan Kasten
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Stephen Sorrell
Financial advisor at Credit Union Investment Services
Credit Union Investment Services · $93.6M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Travis Kruse
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T 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 Hillsborough, 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 Hillsborough, NC.

How this list works

Before you hire an advisor in Hillsborough, NC