Financial ADVSR advisor directory · SEC adviser records
Balentine financial advisors in North Carolina
Every SEC-registered investment adviser representative at a Balentine office in North Carolina, by city and A to Z.
The short answer
4 registered advisors work at Balentine in North Carolina, out of 17 nationwide; it's the firm's number 2 state by advisors, and the most are in Raleigh (4). 3 list the CFP designation and 0 are also registered broker representatives.
Balentine advisors by city in North Carolina
Every firm in North Carolina →Balentine advisors in North Carolina, A to Z
Search by name →- Marshall R. BrannockRaleigh · Certified Financial Planner
- Jennifer K. PcholinskyRaleigh · Certified Financial Planner
- Melissa W. PhillippiRaleigh · Certified Financial Planner
- Lucas E. RobersonRaleigh
Balentine advisors in every state →Balentine: assets, clients and custodians →Advisor Moves: who changed firms this week →
Balentine in other states
Questions
How many Balentine financial advisors are in North Carolina?
4 investment adviser representatives are registered at Balentine offices in North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 17 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Where in North Carolina does Balentine have the most advisors?
Raleigh, with 4. Balentine has advisors in 1 city in North Carolina.
How do I check a Balentine 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 Balentine office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.