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Financial ADVSR advisor directory · SEC adviser records

Holderness Investments Co. financial advisors in North Carolina

Every SEC-registered investment adviser representative at a Holderness Investments Co. office in North Carolina, by city and A to Z.

The short answer

5 registered advisors work at Holderness Investments Co. in North Carolina, out of 5 nationwide; it's the firm's number 1 state by advisors, and the most are in Greensboro (3). 2 list the CFP designation and 0 are also registered broker representatives.

Holderness Investments Co. advisors by city in North Carolina

Every firm in North Carolina →

Greensboro 3Advance 1Charlotte 1

Holderness Investments Co. advisors in North Carolina, A to Z

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Questions

How many Holderness Investments Co. financial advisors are in North Carolina?

5 investment adviser representatives are registered at Holderness Investments Co. offices in North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 5 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Where in North Carolina does Holderness Investments Co. have the most advisors?

Greensboro, with 3, then Advance (1). Holderness Investments Co. has advisors in 3 cities in North Carolina.

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