Financial ADVSR advisor directory · SEC adviser records
Kestra Advisory Services, LLC financial advisors in North Carolina
Every SEC-registered investment adviser representative at a Kestra Advisory Services, LLC office in North Carolina, by city and A to Z.
The short answer
21 registered advisors work at Kestra Advisory Services, LLC in North Carolina, out of 1,312 nationwide; it's the firm's number 15 state by advisors, and the most are in Durham (4). 9 list the CFP designation and 21 are also registered broker representatives.
Kestra Advisory Services, LLC advisors by city in North Carolina
Every firm in North Carolina →Durham 4Charlotte 3Greensboro 3Raleigh 3Holly Springs 2Apex 1Asheboro 1Asheville 1Concord 1Cornelius 1Fayetteville 1Franklin 1Winston Salem 1
Kestra Advisory Services, LLC advisors in North Carolina, A to Z
Search by name →- Earl E. Bain Jr.Fayetteville · Chartered Financial Consultant
- Stephanie B. BowensApex
- Charles T. CampbellCharlotte · Chartered Financial Consultant
- Charles S. CunninghamRaleigh · Chartered Financial Consultant
- Benjamin S. DobsonCharlotte
- Noah A. GearRaleigh · Certified Financial Planner
- Roy S. GreerGreensboro · Certified Financial Planner
- Jason R. HarmonDurham · Certified Financial Planner
- Eric S. HauserAsheville
- William B. KingConcord · Certified Financial Planner
- Roger L. Mabe Jr.Asheboro
- Franklin J. McElroyCornelius · Chartered Financial Consultant
- Dakota D. NiedermeierDurham · Certified Financial Planner
- Charles E. RoeDurham · Certified Financial Planner
- Brandyn D. ShetlerCharlotte · Certified Financial Planner
- Jonathan A. ShimerRaleigh
- Joanna B. SmithGreensboro · Certified Financial Planner
- Joseph R. VartanianGreensboro
- Robert J. WebbGreensboro · Certified Financial Planner
- Don F. White Jr.Winston Salem
- Michael F. WiercinskiFranklin
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Kestra Advisory Services, LLC in other states
Texas 508New Jersey 66New York 66Florida 64Pennsylvania 63California 57Maryland 41Illinois 37Ohio 30Arizona 28Massachusetts 28Michigan 28Colorado 27Minnesota 27Connecticut 21Virginia 21Georgia 19Indiana 17South Carolina 15Missouri 14Tennessee 13Wisconsin 13Alabama 11Kansas 10Washington 10Kentucky 6Iowa 5Louisiana 5Vermont 5Mississippi 4New Hampshire 4New Mexico 4Arkansas 3Nebraska 3Nevada 3Oklahoma 3Rhode Island 3
Questions
How many Kestra Advisory Services, LLC financial advisors are in North Carolina?
21 investment adviser representatives are registered at Kestra Advisory Services, LLC offices in North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 1,312 at the firm nationwide. 9 list the CFP designation and 21 are also registered as broker representatives.
Where in North Carolina does Kestra Advisory Services, LLC have the most advisors?
Durham, with 4, then Charlotte (3). Kestra Advisory Services, LLC has advisors in 13 cities in North Carolina.
How do I check a Kestra Advisory Services, 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 Kestra Advisory Services, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.