Financial advisors in Indian Trail, NC

21 advisors

Joseph Small
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Andrew Sessions
Financial advisor at Ascensus Investment Advisors, LLC
Ascensus Investment Advisors, LLC · $12.97B AUM
Verified
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Brooke Humphrey
Financial advisor at Concurrent Investment Advisors, LLC
Concurrent Investment Advisors, LLC · $15.73B AUM
VerifiedFinancial planning
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Christopher Zino
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Daniel Ockey
Financial advisor at Three Phases Wealth Advisors LLC
Three Phases Wealth Advisors LLC
VerifiedFinancial planning
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David Hoshour
Financial advisor at Cornerstone Investment Services, Inc.
Cornerstone Investment Services, Inc. · $67M AUM
VerifiedFinancial planning
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David Rawson
Financial advisor at Three Phases Wealth Advisors LLC
Three Phases Wealth Advisors LLC
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Davidson Carroll
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Franklin Babylon
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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John English
Financial advisor at J W English Investment Management Services LLC
J W English Investment Management Services LLC · $5.5M AUM
Verified
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Joseph Valenti
Financial advisor at Advice and Planning Services
Advice and Planning Services · $37.93B AUM
VerifiedFinancial planning
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Keyton Elmore
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Lucas Elliott
Financial advisor at Tactical Capital LLC
Tactical Capital LLC · $2.4M AUM
Verified
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Marc Blount
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Marcus Sturdivant
Financial advisor at The Abc Squared
The Abc Squared · $1.4M AUM
VerifiedFinancial planning
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Mathias Rick
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
VerifiedFinancial planning
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Maxim Biruk
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Nataly Tracy
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
VerifiedFinancial planning
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Pierre Flores Vargas
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Sinae Kim
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Zachary Williams
Financial advisor at Three Phases Wealth Advisors LLC
Three Phases Wealth Advisors LLC
VerifiedFinancial planning
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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 Indian Trail, 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 Indian Trail, NC.

How this list works

Before you hire an advisor in Indian Trail, NC