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Financial ADVSR advisor directory · SEC adviser records

Oak City Investment Consulting financial advisors in North Carolina

Every SEC-registered investment adviser representative at a Oak City Investment Consulting office in North Carolina, by city and A to Z.

The short answer

3 registered advisors work at Oak City Investment Consulting in North Carolina, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Wake Forest (3). 0 list the CFP designation and 0 are also registered broker representatives.

Oak City Investment Consulting advisors by city in North Carolina

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Wake Forest 3

Oak City Investment Consulting advisors in North Carolina, A to Z

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Oak City Investment Consulting advisors in every state →Oak City Investment Consulting: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Oak City Investment Consulting financial advisors are in North Carolina?

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

Where in North Carolina does Oak City Investment Consulting have the most advisors?

Wake Forest, with 3. Oak City Investment Consulting has advisors in 1 city in North Carolina.

How do I check a Oak City Investment Consulting 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 Oak City Investment Consulting office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.