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Financial ADVSR advisor directory · SEC adviser records

Edelman Financial Engines financial advisors in Charlotte, NC

Every SEC-registered investment adviser representative at a Edelman Financial Engines office in Charlotte, A to Z.

The short answer

5 registered advisors work at Edelman Financial Engines in Charlotte, out of 650 at the firm nationwide; it ranks number 89 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Edelman Financial Engines advisors in Charlotte, A to Z

Every Edelman Financial Engines advisor →

Edelman Financial Engines advisors in every city and state →Edelman Financial Engines: assets, clients and custodians →Edelman news and advisor moves →Edelman Financial Engines payout grid vs. other firms →Advisor Moves: who changed firms this week →

Edelman Financial Engines advisors in other cities

Fairfax, VA 65Phoenix, AZ 45Dallas, TX 15Lynnwood, WA 10Boston, MA 8Denver, CO 8Overland Park, KS 8Oakbrook Terrace, IL 7Roseville, CA 7Tampa, FL 7Austin, TX 6Boca Raton, FL 6Burlington, MA 6Columbus, OH 6Federal Way, WA 6

Other firms in Charlotte

All Charlotte advisors →

Vanguard Advisers, Inc. 641Merrill Lynch, Pierce, Fenner & Smith Incorporated 434Wells Fargo Clearing Services, LLC 395Tiaa-Cref Individual & Institutional Services, LLC 321UBS Financial Services Inc. 147Truist Advisory Services, Inc. 118LPL Financial LLC 107Ameriprise Financial Services, LLC 102Morgan Stanley 95Strategic Advisers LLC 82Ip Financial Advisory Services LLC 66Principal Advised Services 66

Questions

How many financial advisors does Edelman Financial Engines have in Charlotte?

5 investment adviser representatives are registered at Edelman Financial Engines offices in Charlotte, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 650 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Edelman Financial Engines one of the largest advisor employers in Charlotte?

Edelman Financial Engines ranks number 89 in Charlotte by registered advisors; Vanguard Advisers, Inc. has the most, with 641.

How do I check a Edelman Financial Engines advisor in Charlotte?

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 Edelman Financial Engines office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.