Financial advisors in Southport, NC

28 match

Jeremy Jones
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nicholas Kaplenski
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
William Eitze
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 ↗
Zachary Ashburn
Financial advisor at Reach Strategic Wealth LLC
Reach Strategic Wealth LLC · $21.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Adam Powell
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Albert Elrod
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Carlos Ramos
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
View page Check on SEC IAPD ↗
Emily Poole
Financial advisor at Credit Union Investment Services
Credit Union Investment Services · $93.6M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Hogan Disbrow
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Erwin
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Lawrence
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jonathan Grocott
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joseph Seegers
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Katherine Pepper
Financial advisor at First Citizens Investor Services, Inc.
First Citizens Investor Services, Inc. · $2.63B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Leigh Bucholtz
Financial advisor at RBC Rochdale, LLC
RBC Rochdale, LLC · $72.96B AUM
Verified
View page Check on SEC IAPD ↗
Mark Brown
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mayo Fitzhugh
Financial advisor at First Financial Coaching, Inc.
First Financial Coaching, Inc. · $670.6M AUM
Verified
View page Check on SEC IAPD ↗
Michael Faulkenbury
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Milazzo
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nathanial Hanson
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Peter Kelly
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Randall Trimm
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Richard Greulich
Financial advisor at Reg Capital Advisors
Reg Capital Advisors · $1.7M AUM
Verified
View page Check on SEC IAPD ↗
Roy Johnson
Financial advisor at Principal Securities, Inc.
Principal Securities, Inc. · $17.02B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Wanda McGowan
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
William Gauldin
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
William McKeithan
Financial advisor at Independent Advisor Alliance, LLC
Independent Advisor Alliance, LLC · $17.23B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
William Wiggins
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B 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 Southport, 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 Southport, NC.

How this list works

Before you hire an advisor in Southport, NC