Financial ADVSR advisor directory · SEC adviser records
Corient financial advisors in North Carolina
Every SEC-registered investment adviser representative at a Corient office in North Carolina, by city and A to Z.
13 registered advisors work at Corient in North Carolina, out of 639 nationwide; it's the firm's number 15 state by advisors, and the most are in Charlotte (13). 12 list the CFP designation and 0 are also registered broker representatives.
Corient advisors by city in North Carolina
Every firm in North Carolina →Corient advisors in North Carolina, A to Z
Search by name →- Matthew J. AllenCharlotte · Certified Financial Planner
- William M. ByronCharlotte
- Brett M. CovertCharlotte · Certified Financial Planner
- Jason R. CrossCharlotte · Certified Financial Planner
- Tenley E. DesjardinsCharlotte · Certified Financial Planner, Personal Financial Specialist
- Thomas W. FarmerCharlotte · Certified Financial Planner
- Herman E. Freitag IIICharlotte · Certified Financial Planner
- Eric A. HarbertCharlotte · Certified Financial Planner
- Joshua S. MayorCharlotte · Certified Financial Planner
- Brett S. MillerCharlotte · Certified Financial Planner
- Katharine E. OsborneCharlotte · Certified Financial Planner, Chartered Financial Consultant
- Jon R. PetersonCharlotte · Certified Financial Planner
- Kenneth W. Poe Jr.Charlotte · Certified Financial Planner
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Corient in other states
Texas 105California 85Illinois 77New York 62Florida 42Washington 35Ohio 30Massachusetts 28New Jersey 28Pennsylvania 24Georgia 15Maine 15Oklahoma 15Indiana 13Tennessee 13Colorado 10Michigan 8Utah 4Arkansas 3Arizona 3Connecticut 3
Questions
How many Corient financial advisors are in North Carolina?
13 investment adviser representatives are registered at Corient offices in North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 639 at the firm nationwide. 12 list the CFP designation and 0 are also registered as broker representatives.
Where in North Carolina does Corient have the most advisors?
Charlotte, with 13. Corient has advisors in 1 city in North Carolina.
How do I check a Corient 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 Corient office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.