Financial advisors in Statesville, NC

42 match · page 1 of 2

Brent Bowman
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Sohovich
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jacob Hoheisel
Financial advisor at Autumn Branch Capital, LLC
Autumn Branch Capital, LLC
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Magee
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Staples
Financial advisor at Opus Financial Advisors, Inc.
Opus Financial Advisors, Inc. · $30M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nina Lloyd
Financial advisor at Opus Financial Advisors, Inc.
Opus Financial Advisors, Inc. · $30M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Amanda York
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ashley Pharr
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Barbara Witteborn
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Blair Homesley
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Payne
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Donald Masters
Financial advisor at Masters Tax and Financial Planning LLC
Masters Tax and Financial Planning LLC · $28.1M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Dorthy Hilt
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Eli Flores
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Elizabeth Dailey
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Eric Sides
Financial advisor at Stonex Advisors Inc.
Stonex Advisors Inc. · $5.09B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Garrett Bailey
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Herman Brunson
Financial advisor at Balance Investments
Balance Investments · $2.8M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Shoobridge
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Janna Deegan
Financial advisor at Opus Financial Advisors, Inc.
Opus Financial Advisors, Inc. · $30M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jennifer Lambert
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jennifer Walker
Financial advisor at Credit Union Investment Services
Credit Union Investment Services · $93.6M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joel Torres
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Stevenson
Financial advisor at Professional Wealth Management Services LLC
Professional Wealth Management Services LLC · $136.2M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Tan
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Justin Baldwin
Financial advisor at Empower Advisory Group, LLC
Empower Advisory Group, LLC · $195.43B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Katherine Waters
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 ↗
Kayla Smith
Financial advisor at Credit Union Investment Services
Credit Union Investment Services · $93.6M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kaylynne Willis
Financial advisor at A4 Wealth Advisors LLC
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kelsey Sowers
Financial advisor at Edward Jones
Edward Jones · $1.01T 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 Statesville, 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 Statesville, NC.

How this list works

Before you hire an advisor in Statesville, NC