Financial ADVSR advisor directory · SEC adviser records
Slp Wealth financial advisors in North Carolina
Every SEC-registered investment adviser representative at a Slp Wealth office in North Carolina, by city and A to Z.
The short answer
7 registered advisors work at Slp Wealth in North Carolina, out of 13 nationwide; it's the firm's number 1 state by advisors, and the most are in Durham (7). 5 list the CFP designation and 0 are also registered broker representatives.
Slp Wealth advisors by city in North Carolina
Every firm in North Carolina →Slp Wealth advisors in North Carolina, A to Z
Search by name →- Jacob M. CourtneyDurham · Certified Financial Planner
- Travis L. HornsbyDurham · Certified Financial Planner, Chartered Financial Analyst
- Scott T. McDonaldDurham · Certified Financial Planner
- Meagan R. McGuireDurham · Certified Financial Planner, Chartered Financial Consultant
- Angela M. PackDurham · Certified Financial Planner
- Bryan L. SnappDurham
- Sariah TolsmaDurham · Chartered Financial Consultant
Slp Wealth advisors in every state →Slp Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Slp Wealth financial advisors are in North Carolina?
7 investment adviser representatives are registered at Slp Wealth offices in North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 13 at the firm nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Where in North Carolina does Slp Wealth have the most advisors?
Durham, with 7. Slp Wealth has advisors in 1 city in North Carolina.
How do I check a Slp Wealth 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 Slp Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.