Financial advisors in Shelby, NC

25 advisors

Wade Hartman
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
CFP®VerifiedFinancial planning
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Adam Larsen
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Bobby Watson
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
VerifiedFinancial planning
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Breann Weaver
Financial advisor at Gragg Financial
Gragg Financial · $215.4M AUM
VerifiedFinancial planning
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Cory Taylor
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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David Best
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Garrett Sharp
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Gary Gragg
Financial advisor at Gragg Financial
Gragg Financial · $215.4M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jackson Wilson
Financial advisor at Mauney-Pitt Financial Management, Inc.
Mauney-Pitt Financial Management, Inc. · $418M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jamie Richard
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Jason Gragg
Financial advisor at Gragg Financial
Gragg Financial · $215.4M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jonathan Rhodes
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Kathleen Bridges
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Lacey Beam
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nicholas Cato
Financial advisor at Credit Union Investment Services
Credit Union Investment Services · $93.6M AUM
VerifiedFinancial planning
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Patrick Mauney
Financial advisor at Mauney-Pitt Financial Management, Inc.
Mauney-Pitt Financial Management, Inc. · $418M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Phil Haydon
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Phillip Poston
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Richard Winn
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Richard Winn
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Pitt
Financial advisor at Mauney-Pitt Financial Management, Inc.
Mauney-Pitt Financial Management, Inc. · $418M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sara Richard
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Sheila Dobbins
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Stephen Price
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Thomas McNichol
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B 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 Shelby, 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 Shelby, NC.

How this list works

Before you hire an advisor in Shelby, NC