Financial advisors in Southern Pines, NC

45 advisors · page 1 of 2

Audra Lubawski
Financial advisor at Osaic Institutions, Inc.
Osaic Institutions, Inc. · $6.49B AUM
CFP®VerifiedFinancial planning
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Danielle Dettenmayer
Financial advisor at Tactical Wealth Partners
Tactical Wealth Partners · $13.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Howell Neville
Financial advisor at The Pines Wealth Management, LLC
The Pines Wealth Management, LLC · $485.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Tucker
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Kittrell
Financial advisor at Modera Wealth Management, LLC
Modera Wealth Management, LLC · $17.68B AUM
CFP®VerifiedFinancial planning
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Joshua Polidori
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Mary Zastrow
Financial advisor at Newedge Advisors
Newedge Advisors · $43.21B AUM
CFP®VerifiedFinancial planning
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Michael Conley
Financial advisor at Credit Union Investment Services
Credit Union Investment Services · $93.6M AUM
CFP®VerifiedFinancial planning
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Michael White
Financial advisor at Dreher Financial Partners
Dreher Financial Partners · $148.2M AUM
CFP®VerifiedFinancial planning
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Michelle Robinson
Financial advisor at The Pines Wealth Management, LLC
The Pines Wealth Management, LLC · $485.9M AUM
CFP®VerifiedFinancial planning
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Samanthia Smith
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
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Taylor Clement
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Thomas Velevis
Financial advisor at Dreher Financial Partners
Dreher Financial Partners · $148.2M AUM
CFP®VerifiedFinancial planning
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Timothy Hicks
Financial advisor at Hicks Financial Partners, LLC
Hicks Financial Partners, LLC · $35.4M AUM
CFP®VerifiedFinancial planning
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Tracey McInnis
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Aaron Breasseale
Financial advisor at Newedge Advisors
Newedge Advisors · $43.21B AUM
VerifiedFinancial planning
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Alexander Witt
Financial advisor at Park Avenue Securities LLC
Park Avenue Securities LLC · $19.58B AUM
VerifiedFinancial planning
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Amelia Penkiunas
Financial advisor at Mariner
Mariner · $125.41B AUM
VerifiedFinancial planning
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Bryan Griffin
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
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Christopher Bleeker
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Colleen O'donnell
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Hammond
Financial advisor at First Command Advisory Services
First Command Advisory Services · $24.43B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Hayden Ayers
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jody Johnson
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Justin Bradford
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Katherine Ives
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Katherine Stevick
Financial advisor at Align Financial Planning
Align Financial Planning · $2.8M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kenneth Heaney
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mary Spooner Rocca
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Gregory
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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 Southern Pines, 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 Southern Pines, NC.

How this list works

Before you hire an advisor in Southern Pines, NC