Financial ADVSR advisor directory · SEC adviser records
Novare Capital Management financial advisors in North Carolina
Every SEC-registered investment adviser representative at a Novare Capital Management office in North Carolina, by city and A to Z.
The short answer
16 registered advisors work at Novare Capital Management in North Carolina, out of 16 nationwide; it's the firm's number 1 state by advisors, and the most are in Charlotte (16). 9 list the CFP designation and 0 are also registered broker representatives.
Novare Capital Management advisors by city in North Carolina
Every firm in North Carolina →Novare Capital Management advisors in North Carolina, A to Z
Search by name →- Cameron D. AmosCharlotte · Certified Financial Planner
- James S. BaynardCharlotte · Chartered Financial Analyst
- Charles A. DannCharlotte · Certified Financial Planner
- Andrew E. FisherCharlotte
- James R. HarlowCharlotte · Chartered Financial Analyst
- Laura L. KidoCharlotte · Certified Financial Planner
- Nicholas R. LloydCharlotte · Chartered Financial Analyst
- Parker MayoCharlotte · Certified Financial Planner
- Anne J. McPhailCharlotte · Certified Financial Planner
- John M. MenserCharlotte · Certified Financial Planner
- Christopher T. PattonCharlotte
- Jessica P. RickertCharlotte
- Brian A. RudisillCharlotte · Chartered Financial Analyst
- John V. RyanCharlotte · Certified Financial Planner
- Linda L. WaldenCharlotte · Certified Financial Planner
- John W. WilksCharlotte · Certified Financial Planner
Novare Capital Management advisors in every state →Novare Capital Management: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Novare Capital Management financial advisors are in North Carolina?
16 investment adviser representatives are registered at Novare Capital Management offices in North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 16 at the firm nationwide. 9 list the CFP designation and 0 are also registered as broker representatives.
Where in North Carolina does Novare Capital Management have the most advisors?
Charlotte, with 16. Novare Capital Management has advisors in 1 city in North Carolina.
How do I check a Novare Capital Management 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 Novare Capital Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.