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Financial ADVSR advisor directory · SEC adviser records

Castle Wealth Group financial advisors in North Carolina

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

The short answer

3 registered advisors work at Castle Wealth Group in North Carolina, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Mooresville (3). 0 list the CFP designation and 1 are also registered broker representatives.

Castle Wealth Group advisors by city in North Carolina

Every firm in North Carolina →

Mooresville 3

Castle Wealth Group advisors in North Carolina, A to Z

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Questions

How many Castle Wealth Group financial advisors are in North Carolina?

3 investment adviser representatives are registered at Castle Wealth Group offices in North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 0 list the CFP designation and 1 are also registered as broker representatives.

Where in North Carolina does Castle Wealth Group have the most advisors?

Mooresville, with 3. Castle Wealth Group has advisors in 1 city in North Carolina.

How do I check a Castle Wealth Group 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 Castle Wealth Group office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.