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Financial ADVSR advisor directory · SEC adviser records

Ascendor Wealth, LLC financial advisors in North Carolina

Every SEC-registered investment adviser representative at a Ascendor Wealth, LLC office in North Carolina, by city and A to Z.

The short answer

6 registered advisors work at Ascendor Wealth, LLC in North Carolina, out of 6 nationwide; it's the firm's number 1 state by advisors, and the most are in Wilmington (5). 4 list the CFP designation and 0 are also registered broker representatives.

Ascendor Wealth, LLC advisors by city in North Carolina

Every firm in North Carolina →

Wilmington 5Oak Ridge 1

Ascendor Wealth, LLC advisors in North Carolina, A to Z

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Ascendor Wealth, LLC advisors in every state →Ascendor Wealth, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Ascendor Wealth, LLC financial advisors are in North Carolina?

6 investment adviser representatives are registered at Ascendor Wealth, LLC offices in North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 6 at the firm nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.

Where in North Carolina does Ascendor Wealth, LLC have the most advisors?

Wilmington, with 5, then Oak Ridge (1). Ascendor Wealth, LLC has advisors in 2 cities in North Carolina.

How do I check a Ascendor Wealth, LLC advisor in North Carolina?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Ascendor Wealth, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.