Financial advisors in Rocky Mount, NC

54 match · page 2 of 2

Lisa Taylor
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mackenzie Thompson Stussie
Financial advisor at Whitener Capital Management, Inc
Whitener Capital Management, Inc · $598.5M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Marcella McCachren
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mark Roberts
Financial advisor at Ironsides Asset Advisors, LLC
Ironsides Asset Advisors, LLC · $1.42B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Vaughan
Financial advisor at Capital Investment Advisory Services, LLC
Capital Investment Advisory Services, LLC · $2.39B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Melanie Hernandez-Calzada
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Kennedy
Financial advisor at Whitener Capital Management, Inc
Whitener Capital Management, Inc · $598.5M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Monty Pollard
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nathan Lindeman
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Richard Sanford
Financial advisor at Whitener Capital Management, Inc
Whitener Capital Management, Inc · $598.5M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Grady
Financial advisor at Osaic Institutions, Inc.
Osaic Institutions, Inc. · $6.49B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Roscoe Speight
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Russell Proctor
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Russell Proctor
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sarah Dixon
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Shanna Strickland
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sherlon Belk
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Steven Felton
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Thomas Alston
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Warren Braswell
Financial advisor at First Advisors National, LLC
First Advisors National, LLC · $505.9M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
William Collier
Financial advisor at Live Oak Private Wealth, LLC
Live Oak Private Wealth, LLC · $1.32B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
William Gupton
Financial advisor at Emerald Asset Management, Inc.
Emerald Asset Management, Inc. · $120.8M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
William Weeks
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Zachary Leonard
Financial advisor at Prosperity Capital Advisors
Prosperity Capital Advisors · $4.39B 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 Rocky Mount, 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.

Browse every state at Find an advisor.

Financial advisors in Rocky Mount, NC.

How this list works

Before you hire an advisor in Rocky Mount, NC