Financial advisors in New Bern, NC

64 match · page 1 of 3

Caroline Jones
Financial advisor at Bluesky Wealth Advisors, LLC
Bluesky Wealth Advisors, LLC · $1B AUM
CFP®VerifiedFinancial planning
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Charles Benson
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 ↗
David Wilkins
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
CFP®VerifiedFinancial planning
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Jay Rishel
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Joanna Carr
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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John Staton
Financial advisor at Bluesky Wealth Advisors, LLC
Bluesky Wealth Advisors, LLC · $1B AUM
CFP®VerifiedFinancial planning
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Kevin Page
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Madeline Valente
Financial advisor at Bluesky Wealth Advisors, LLC
Bluesky Wealth Advisors, LLC · $1B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mark Conard
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Molly Sutz
Financial advisor at Bluesky Wealth Advisors, LLC
Bluesky Wealth Advisors, LLC · $1B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Timothy Garrett
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Travis Moser
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
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Abdul Ar-Rushdi
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Adam Persky
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
VerifiedFinancial planning
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Andrew McKnight
Financial advisor at Level Four Advisory Services
Level Four Advisory Services · $6.54B AUM
VerifiedFinancial planning
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Angie Moran
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ashley Carpenter
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ayasha Jones
Financial advisor at Bluesky Wealth Advisors, LLC
Bluesky Wealth Advisors, LLC · $1B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bruce Fortin
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Bryson Farley
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
VerifiedFinancial planning
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Charles Knisley
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Christie Bonacci
Financial advisor at Bluesky Wealth Advisors, LLC
Bluesky Wealth Advisors, LLC · $1B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Richey
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Dale Elks
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Murphy
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Roberts
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Daniel Roberts
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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David Blain
Financial advisor at Bluesky Wealth Advisors, LLC
Bluesky Wealth Advisors, LLC · $1B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Deborah Cook
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Elevia Hearne
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B 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 New Bern, 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 New Bern, NC.

How this list works

Before you hire an advisor in New Bern, NC