Financial ADVSR advisor directory · SEC adviser records
Tiaa-Cref Individual & Institutional Services, LLC financial advisors in North Carolina
Every SEC-registered investment adviser representative at a Tiaa-Cref Individual & Institutional Services, LLC office in North Carolina, by city and A to Z.
The short answer
398 registered advisors work at Tiaa-Cref Individual & Institutional Services, LLC in North Carolina, out of 1,521 nationwide; it's the firm's number 1 state by advisors, and the most are in Charlotte (321). 5 list the CFP designation and 390 are also registered broker representatives.
Tiaa-Cref Individual & Institutional Services, LLC advisors by city in North Carolina
Every firm in North Carolina →Charlotte 321Durham 20Concord 15Huntersville 5Mooresville 4Pineville 3Waxhaw 3Belmont 2Cornelius 2Davidson 2Greenville 2Harrisburg 2Indian Trail 2Kannapolis 2Maiden 2China Grove 1Denver 1Gastonia 1Graham 1Kenly 1Kings Mountain 1Matthews 1Mint Hill 1Stanley 1
Tiaa-Cref Individual & Institutional Services, LLC advisors in North Carolina, A to Z
Search by name →- Lee A. AbbeyDurham
- Sean M. AbleCharlotte
- Neal AcharyaCharlotte
- Lindsey A. AdamsConcord
- Veronica C. AldredCharlotte
- Donna F. AllardicePineville
- Joseph T. AlloccaConcord
- Keval AminCharlotte
- Paul M. AndersonMint Hill
- Wendy M. AndersonCharlotte
- Marc A. AnstromDurham
- Kevin L. AntolMint Hill
- Colin J. ArchboldCharlotte
- Alon A. ArgovCharlotte
- Julian N. ArmstrongCharlotte
- Brian R. ArredondoLowell
- Samuel H. AskewCharlotte
- Paige M. AssaCharlotte
- James E. AughtryConcord
- Robert C. BaconCharlotte
- Andrew C. BainCharlotte
- Bryson L. BalentineCharlotte
- Justin E. BalmerConcord
- Pamela A. BarnettCharlotte
- Chad M. BeaverCharlotte
- George E. Bell IIIGreenville
- Angela N. BellamyCharlotte
- Madhuri V. BendaleCharlotte
- Bryce G. BlantonCharlotte
- Trudy M. BlantonCharlotte
- John L. BogertCharlotte
- Jakob A. BogojevichCharlotte
- Stephen J. BonjourCharlotte
- Andrew T. BooneCharlotte
- Grant T. BooterbaughCharlotte
- Max G. BozymskiCharlotte
- Emily K. BrandtCharlotte
- Frank H. Braswell IIICharlotte
- Casey N. BrightonCharlotte
- Taylor A. BrownCharlotte
- Zahria N. BrownCharlotte
- Salvatore T. BuffaCharlotte
- Mallory S. BurgessCharlotte
- Kevin J. BurtonDurham
- Beverly L. CaldwellCharlotte
- James D. CampbellCharlotte
- Sarina D. CampbellCharlotte
- Joseph CaporussoCharlotte
- Nicholas C. CappadoraCharlotte
- Victor A. CarboneHuntersville
- Jada R. CardwellCharlotte
- Anna E. CarsonCharlotte
- Nicholas M. ChambersCharlotte
- Jeffrey D. ChannellCharlotte
- Ishan A. ChitaleCharlotte
- Myla E. ChoCharlotte
- Haley M. ClantonCharlotte
- Dwight A. ClarkCharlotte
- Ingrid D. ClayCharlotte
- John A. ClementCharlotte
- Dylan J. CoeCharlotte
- Sean G. CogginCharlotte
- Dasha R. ColemanGastonia
- Justin T. ConklingCharlotte
- Christopher J. ConnorCharlotte
- Coty M. ConsicCharlotte
- Marc J. CoppotelliCharlotte
- Robert L. Cousar Jr.Charlotte
- Emmaline C. CrawfordCharlotte
- Andersen T. CrowderCharlotte
- Steffon P. CumberbatchMooresville
- Ethan J. CummingsCharlotte
- Robert J. CurthCharlotte
- Dean M. CushingCharlotte
- Erica V. DamatoCharlotte
- James C. DashnerCharlotte
- Jacob E. DaubenmireCharlotte
- Alex D. DavidsonCharlotte
- Robin D. DavisCharlotte
- Adam K. DawsonCharlotte
- Elizabeth J. DawsonConcord
- Gaetano M. DefazioCharlotte
- Kathryn L. DelkStanley
- Jonathan E. DellDurham
- Brooklyn G. Deshazo GriffinCharlotte
- Ruth A. DimmettCharlotte
- Michael C. DipentaDurham
- Christine A. DixonCharlotte
- Lance C. DoblerDurham · Certified Financial Planner
- Michael S. DoodyCharlotte
- John R. Dorothy Jr.Charlotte
- William H. DottererDurham
- Afi A. DouhadjiCharlotte
- Kevin M. Doyle Jr.Charlotte
- Kyle J. DurkinCharlotte
- Rama J. ElasmarBelmont
- Christopher W. EllerCharlotte
- Ian M. EllisCharlotte
- Zachary T. EvansDurham
- Willie T. FergusonCharlotte
- Ronald M. FlaggCharlotte
- Patrick R. FlemingCharlotte
- Paul T. FlorianiCharlotte
- Michelle H. FlorisConcord
- Daniel S. FloryCharlotte
- Jessica A. FlynnCharlotte
- Daniel A. FordHarrisburg · Certified Financial Planner
- Shawn M. FordCharlotte
- Rhea N. FosterCharlotte
- April L. FoulksCharlotte
- Samaria E. FrazierCharlotte
- Frederick L. FreemanDurham
- Jonquil M. FunderburkCharlotte
- Andrew Garcia-RicoCharlotte
- Julio C. GaviriaCharlotte
- Jaylen A. GentryCharlotte
- Michael J. GeorgeCharlotte
- Scott J. GershonHuntersville
- Gregory P. GiannibasCharlotte
- Stacey A. GlaubCharlotte
- Rori D. GodseyCharlotte
- Tiffany A. GomezCharlotte
- Zachary R. GorecznyCharlotte
- Syamphone J. GrahamCharlotte
- Rashund A. GreenCharlotte
- Edmund O. GreenidgeCharlotte
- Bart K. GregoryCharlotte
- James A. GrindoCharlotte
- Jeffrey S. GrizerDurham · Certified Financial Planner, Chartered Financial Analyst
- Ty L. GroganCharlotte
- Dominic J. GulloCharlotte
- Alexandria M. HadenCharlotte
- Rodney M. HagerCharlotte
- Matthew B. HamanCharlotte
- Christopher S. HanceDurham
- Sydney G. HansenCharlotte
- Mark E. HargroveMaiden
- Michael P. HariaczyiCharlotte
- Dedrick E. HarrisCharlotte
- Lucas M. HartmanCharlotte
- Thomas W. HazelhoffCharlotte
- Joshua P. HelmsCharlotte
- Amy L. Henthorn PowellCharlotte
- Jennifer A. HerzogCharlotte
- Sarah C. HickeyDurham
- Kevin P. HillCharlotte
- Simeon F. HillsCharlotte
- John H. HindsCharlotte
- Stephen P. HoganCharlotte
- Christopher J. HoldenCharlotte
- Kenneth Holt Jr.Charlotte
- Sara HomsiCharlotte
- Stephen M. HoneaCharlotte
- Kaitlin B. HordCharlotte
- Christopher L. HorneCharlotte
- Kristen R. HorvathCharlotte
- Joron L. HoweyCharlotte
- Michelle B. HugginsCharlotte
- Alex S. HumphrevilleCharlotte
- William K. HunickeCharlotte
- Edward A. HurleyCharlotte
- David L. HurstCharlotte
- Samuel J. HyattCharlotte
- Kristopher M. HylandCharlotte
- Clacy T. HysongCharlotte
- Erik B. IbsenCharlotte
- Kevin W. IobbiCharlotte
- Priya D. JagdeoCharlotte
- Brandon M. JamesCharlotte
- Jordyn V. JamesCharlotte
- Randy E. JohnsonCharlotte
- Tate E. JohnsonCharlotte
- Tyler G. JohnsonCharlotte
- Evan R. JonasCharlotte
- Richard F. JonesCharlotte
- Douglas A. JudaConcord
- Roger W. JudyCharlotte
- Garen KalenderCharlotte
- Rahul KashyapCharlotte
- Robert A. KeithCharlotte
- Laura E. Kendall-ZacharczypCharlotte
- Joshua C. KenyonCharlotte
- Tahuna B. KiddCharlotte
- Patrick M. KilcoyneCharlotte
- William B. Killhour IIICharlotte
- Donna L. KingBurlington
- Ross C. KirkmanCharlotte
- Edward M. KissCharlotte
- Michael KlossCharlotte
- Christopher L. KnightCharlotte
- Nora L. KnoxCharlotte
- Peter E. KohnCharlotte
- Michael D. KrawczykWaxhaw
- John L. KuhnCharlotte
- Michael A. KutzlebCharlotte
- Shannon T. LambertChina Grove
- Chun Yin LauCharlotte
- Matthew J. LavinCharlotte
- Kate M. LawsonDurham
- Travis P. LectureCharlotte
- David B. LeighGreenville
- Brian A. LeiteCharlotte
- Steven A. LeonCharlotte
- Niall LepperCharlotte
- Nicholas M. LevyCharlotte
- Daniel D. LewisConcord
- Agnes LittmannPineville
- William L. LondonCharlotte
- Dionne LoneyMatthews
- Elyse M. LongCharlotte
- Matthew S. LongCharlotte
- John L. LongtineCharlotte
- Cameron A. LoomisCharlotte
- Abby A. LordCharlotte
- Phyllis M. LoweMaiden
- Gina H. LoweryConcord
- Camille R. LubicCharlotte
- Jillian K. LucasCharlotte
- Maria A. LuoniCharlotte
- Jonathan E. LutinCharlotte
- Joseph Lynch IVCharlotte
- Aidan J. MabungaConcord
- Moses F. MaineCharlotte
- Janet B. MarchandCharlotte
- Gregory G. MarksCharlotte
- Stephen A. Marshall Jr.Concord
- Jose A. Martinez-RinconCharlotte
- Gavin C. MasaCharlotte
- Jack W. MasonCharlotte
- Katherine G. MazzuccoCharlotte
- Jaylon T. McClintonLowell
- Douglas C. McDuffieCharlotte
- Tammie Y. McEachinCharlotte
- Mario D. McGee Jr.Charlotte
- Lucie H. McGowanCharlotte
- Cameron J. McKeeMatthews
- Wilson G. McKinneyCharlotte
- Cory L. MecklerCharlotte
- Sumakar MedikayalaCharlotte
- Robert B. MeekCharlotte
- Michael M. MelvinCharlotte
- Carolyn J. MenjivarCharlotte
- Charles N. MilianCharlotte
- Craig T. MillerCharlotte
- Ryan J. MillerCharlotte
- Zaviera W. MillerCharlotte
- Johnny MojicaCharlotte
- Ashley N. MontesdeocaCharlotte
- Elisabeth O. MooreCharlotte
- Khalil D. MorganCharlotte
- Mathew R. MorganCharlotte
- Gregory A. MorrisCharlotte
- Deanna I. MossCharlotte
- Sachika MotamarriCharlotte
- Matthew A. MotelsonCharlotte
- Robert G. MurdockCharlotte
- Ciaran J. MurphyCharlotte
- Sage A. MurphyCharlotte
- Thomas E. MurrayCharlotte
- Jaime L. MyersCharlotte
- Ronald F. MyersCharlotte
- Alfredo Negrete-AbreuCharlotte
- Amber W. NelsonCharlotte
- Devin R. NeptuneCharlotte
- Catherine S. NevelsCharlotte
- Olivia R. NewsomeCharlotte
- Joseph A. Nichols IIICharlotte
- Aziza NorbaevaKings Mountain
- Craig C. OfficerCharlotte
- Robin F. OlesCharlotte
- Nicholas L. OrangeCharlotte
- Douglas P. OrnsteinCharlotte
- Elliot E. OtelsbergCharlotte
- Steven L. OuelletteCharlotte · Certified Financial Planner
- Richard E. PageCharlotte
- Kira D. ParkerHarrisburg
- Micah R. ParksMonroe
- Tucker L. ParrishCharlotte
- Amaya N. PatelCharlotte
- Scott M. PaulCharlotte
- Arden L. PegelowCharlotte
- Benjamin R. PeregoCharlotte
- Levi J. PerryCharlotte
- Heather B. PetersDurham
- Jonathan O. PickettConcord
- Colman T. PierzchalaCharlotte
- Michael C. PisaniCharlotte
- John E. PoeCharlotte
- Kyle PopeCharlotte
- Xavier J. PoweCharlotte
- Kaitlyn C. PowellCharlotte
- Lindsey A. ProkayCharlotte
- Ryan R. ProkayCharlotte
- Thomas H. QuallsCharlotte
- Adhithya RajagopalanCharlotte
- Gayatri M. RameshCharlotte
- Amos Randall IIICharlotte
- Khadijah D. RandallCharlotte
- Maeve K. RaveyCharlotte
- Gavin G. ReberCharlotte
- Ronnie ReedCharlotte
- Brandon P. ReevesCharlotte
- Christopher M. RehbergCharlotte
- Kim Y. RichardsCharlotte
- Omar X. RichardsonConcord
- Axelle A. RivotCharlotte
- Rashaan O. RobertsonConcord
- Jeremy D. RobinsonCharlotte
- Hanna F. RockwellCharlotte
- Steven J. RogersCharlotte
- Geoffrey M. RowlandCharlotte
- Marcus A. RoyalCharlotte
- Kandi B. RudolphCharlotte
- Brittney S. Ruth-JohnsonCharlotte
- Gregory S. RyanMooresville
- William H. SadlerCharlotte
- Allen R. SchiffCharlotte
- Mark A. SchraderCharlotte
- Joshua K. ScottBelmont
- Joshua D. SelveyCharlotte
- Brian R. SenatoreCharlotte
- Kelly B. SewellCharlotte
- John C. Shaw IIICharlotte
- Luiza A. ShepherdCharlotte
- Joseph S. ShoreDurham
- Paul E. ShortCharlotte
- Kent B. ShufordCharlotte
- Joseph C. SiarzynskiCharlotte
- Benjamin J. SiersmaCharlotte
- Tyrell J. SilerCharlotte
- Alhamisi J. SimmsMint Hill · Certified Financial Planner
- Jacob D. SimonCharlotte
- James J. SimoneWake Forest
- Carla D. SimsCharlotte
- Rameet SinghDurham
- Eleanor D. SloopCharlotte
- Chrisjon M. SmithCharlotte
- Jacob A. SmithCharlotte
- Makeda E. SmithCharlotte
- Michael R. SmithCharlotte
- Todd R. SmithCharlotte
- Blake A. SniderWaxhaw
- Michael A. SpechtConcord
- Robert C. StevensCharlotte
- Bryan S. StevensonCharlotte
- Bradley D. StojetzCharlotte
- Justin R. StojetzCharlotte
- Simon D. StokesCharlotte
- Matthew J. StorkKannapolis
- Donald R. StoufferCharlotte
- Alec H. StrauseCharlotte
- Jesse F. StrawnCharlotte
- Bridgette E. SweeneyCharlotte
- Brice T. TalleyCharlotte
- Mitchell G. TanisCharlotte
- Travis D. TaylorCharlotte
- Terrence A. TeeleCharlotte
- Marco E. TejadaHuntersville
- Sarah J. ThomasCharlotte
- Stuart F. ThomasCharlotte
- Jeffrey M. ThompsonKenly
- Rose-Ann ThompsonConcord
- Liam M. TimoneyCharlotte
- David A. TomsCharlotte
- Christopher L. TravisCharlotte
- Robert M. TreffCharlotte
- Angelica N. TrumerCharlotte
- Raphael TshikalaCharlotte
- Rahul N. TumkurCharlotte
- Diana E. UrichichCharlotte
- Joseph C. ValentiIndian Trail
- Mathew R. ValentinCornelius
- Brasco Van NiekerkGraham
- Dharmik N. VasavadaCharlotte
- Martin L. VestelCharlotte
- Melissa A. VianCharlotte
- Joel C. VincentCharlotte
- David P. VogtCharlotte
- Albert L. Waisanen Jr.Durham
- Brandon W. WalkerCharlotte
- Jared M. WallCharlotte
- Deon P. WallaceConcord
- Andrea M. WardCharlotte
- Stephen W. WatsonCharlotte
- Kimberly A. WeberCharlotte
- Nicholas R. WernliCharlotte
- Jacob C. WhitakerCharlotte
- James R. WhiteCharlotte
- Kristina A. WicksCharlotte
- Christine R. WilliamCharlotte
- Thomas T. WolfCharlotte
- Amy J. Wong-PawaCharlotte
- Daniel S. WorleyCharlotte
- Brandon F. WrightCharlotte
- Kristen A. WrightCharlotte
- William J. WrightDavidson
- Ee YangCharlotte
- Brandon A. YoungerCharlotte
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Tiaa-Cref Individual & Institutional Services, LLC in other states
Texas 289New York 131Pennsylvania 69New Jersey 64Colorado 52Massachusetts 50California 47Florida 41Illinois 38Michigan 32Washington 29Connecticut 27Maryland 22Georgia 19Virginia 19Utah 15Iowa 14Ohio 14Rhode Island 14Arizona 13South Carolina 11Alabama 9Indiana 9District of Columbia 8Kentucky 8Oregon 8Tennessee 8Arkansas 7Minnesota 6Nevada 6Wisconsin 6Maine 5Missouri 5Nebraska 5Kansas 4West Virginia 4Delaware 3New Hampshire 3
Questions
How many Tiaa-Cref Individual & Institutional Services, LLC financial advisors are in North Carolina?
398 investment adviser representatives are registered at Tiaa-Cref Individual & Institutional Services, LLC offices in North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 1,521 at the firm nationwide. 5 list the CFP designation and 390 are also registered as broker representatives.
Where in North Carolina does Tiaa-Cref Individual & Institutional Services, LLC have the most advisors?
Charlotte, with 321, then Durham (20). Tiaa-Cref Individual & Institutional Services, LLC has advisors in 24 cities in North Carolina.
How do I check a Tiaa-Cref Individual & Institutional Services, 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 Tiaa-Cref Individual & Institutional Services, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.