Financial advisors in Huntersville, NC

212 advisors · page 1 of 8

Adwowa Afenyi-Annan
Financial advisor at 3a Financial Group, LLC
3a Financial Group, LLC · $18.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Amber Robinson
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Andrew Smith
Financial advisor at Cornerstone Wealth
Cornerstone Wealth · $2.49B AUM
CFP®VerifiedFinancial planning
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Barrett Brooks
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brandi Behlke
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brandon Bastuba
Financial advisor at Newedge Advisors
Newedge Advisors · $43.21B AUM
CFP®VerifiedFinancial planning
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Brandon Opre
Financial advisor at Trusttree Financial LLC
Trusttree Financial LLC · $78M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christian Burns
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Cole Blankenship
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Cory Esposito
Financial advisor at A4 Wealth Advisors LLC
A4 Wealth Advisors LLC · $213.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Storment
Financial advisor at T. Rowe Price Advisory Services, Inc.
T. Rowe Price Advisory Services, Inc. · $5.9B AUM
CFP®VerifiedFinancial planning
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Delvin Joyce
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
CFP®VerifiedFinancial planning
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Douglas Marlow
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Edward Wood
Financial advisor at Cornerstone Wealth
Cornerstone Wealth · $2.49B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ioulia Link
Financial advisor at Credit Union Investment Services
Credit Union Investment Services · $93.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Bailey
Financial advisor at Savant Wealth Management
Savant Wealth Management · $55.61B AUM
CFP®VerifiedFinancial planning
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James Krapfel
Financial advisor at Glass Lake Wealth Management
Glass Lake Wealth Management · $25.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jared McDaniel
Financial advisor at Cornerstone Wealth
Cornerstone Wealth · $2.49B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jason Shell
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 ↗
Jeffrey Carbone
Financial advisor at Cornerstone Wealth
Cornerstone Wealth · $2.49B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Emminger
Financial advisor at Domain Money Advisors, LLC
Domain Money Advisors, LLC · $43.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jennifer Fensley
Financial advisor at Capsouth Wealth Management
Capsouth Wealth Management · $1B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeremy Grant
Financial advisor at Cornerstone Wealth
Cornerstone Wealth · $2.49B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jerett Dimarzio
Financial advisor at Cornerstone Wealth
Cornerstone Wealth · $2.49B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jermile Hayes
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Balcerzak
Financial advisor at A4 Wealth Advisors LLC
A4 Wealth Advisors LLC · $213.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Matheny
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jon Schrand
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jonathan Lentz
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kara Kunz
Financial advisor at Cornerstone Wealth
Cornerstone Wealth · $2.49B 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 Huntersville, 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 Huntersville, NC.

How this list works

Before you hire an advisor in Huntersville, NC