Financial ADVSR advisor directory · SEC adviser records
Svb Wealth financial advisors in North Carolina
Every SEC-registered investment adviser representative at a Svb Wealth office in North Carolina, by city and A to Z.
The short answer
10 registered advisors work at Svb Wealth in North Carolina, out of 70 nationwide; it's the firm's number 3 state by advisors, and the most are in Raleigh (8). 3 list the CFP designation and 9 are also registered broker representatives.
Svb Wealth advisors by city in North Carolina
Every firm in North Carolina →Svb Wealth advisors in North Carolina, A to Z
Search by name →- David L. BiliterRaleigh · Certified Financial Planner
- James R. Carson IIICharlotte
- Brent CilianoRaleigh · Chartered Financial Analyst
- Kenneth G. DuncanRaleigh
- Marc K. HorganCharlotte
- Charles A. JohnsonRaleigh · Certified Financial Planner
- David B. LentzCharlotte
- Charles F. McCallum IIIRaleigh · Certified Financial Planner
- Joshua G. ThomasRaleigh
- Olivia K. Van AmsterdamRaleigh
Svb Wealth advisors in every state →Svb Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →
Svb Wealth in other states
Questions
How many Svb Wealth financial advisors are in North Carolina?
10 investment adviser representatives are registered at Svb Wealth offices in North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 70 at the firm nationwide. 3 list the CFP designation and 9 are also registered as broker representatives.
Where in North Carolina does Svb Wealth have the most advisors?
Raleigh, with 8, then Charlotte (3). Svb Wealth has advisors in 2 cities in North Carolina.
How do I check a Svb 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 Svb Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.