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Financial ADVSR advisor directory · SEC adviser records

Live Oak Private Wealth, LLC financial advisors in North Carolina

Every SEC-registered investment adviser representative at a Live Oak Private Wealth, LLC office in North Carolina, by city and A to Z.

The short answer

10 registered advisors work at Live Oak Private Wealth, LLC in North Carolina, out of 10 nationwide; it's the firm's number 1 state by advisors, and the most are in Wilmington (7). 3 list the CFP designation and 0 are also registered broker representatives.

Live Oak Private Wealth, LLC advisors by city in North Carolina

Every firm in North Carolina →

Wilmington 7Rocky Mount 3

Live Oak Private Wealth, LLC advisors in North Carolina, A to Z

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Live Oak Private Wealth, LLC advisors in every state →Live Oak Private Wealth, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Live Oak Private Wealth, LLC financial advisors are in North Carolina?

10 investment adviser representatives are registered at Live Oak Private Wealth, LLC offices in North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 10 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Where in North Carolina does Live Oak Private Wealth, LLC have the most advisors?

Wilmington, with 7, then Rocky Mount (3). Live Oak Private Wealth, LLC has advisors in 2 cities in North Carolina.

How do I check a Live Oak Private Wealth, 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 Live Oak Private Wealth, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.