Financial ADVSR advisor directory · SEC adviser records
Novare Capital Management financial advisors in Charlotte, NC
Every SEC-registered investment adviser representative at a Novare Capital Management office in Charlotte, A to Z.
The short answer
16 registered advisors work at Novare Capital Management in Charlotte, out of 16 at the firm nationwide; it ranks number 43 in the city by advisors. 9 list the CFP designation and 0 are also registered broker representatives.
Novare Capital Management advisors in Charlotte, A to Z
Every Novare Capital Management advisor →- Cameron D. AmosCertified Financial Planner
- James S. BaynardChartered Financial Analyst
- Charles A. DannCertified Financial Planner
- Andrew E. FisherInvestment adviser rep
- James R. HarlowChartered Financial Analyst
- Laura L. KidoCertified Financial Planner
- Nicholas R. LloydChartered Financial Analyst
- Parker MayoCertified Financial Planner
- Anne J. McPhailCertified Financial Planner
- John M. MenserCertified Financial Planner
- Christopher T. PattonInvestment adviser rep
- Jessica P. RickertInvestment adviser rep
- Brian A. RudisillChartered Financial Analyst
- John V. RyanCertified Financial Planner
- Linda L. WaldenCertified Financial Planner
- John W. WilksCertified Financial Planner
Novare Capital Management advisors in every city and state →Novare Capital Management: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Charlotte
All Charlotte advisors →Vanguard Advisers, Inc. 642Merrill Lynch, Pierce, Fenner & Smith Incorporated 428Wells Fargo Clearing Services, LLC 342Tiaa-Cref Individual & Institutional Services, LLC 327UBS Financial Services Inc. 144Truist Advisory Services, Inc. 118LPL Financial LLC 114Morgan Stanley 101Ameriprise Financial Services, LLC 100Strategic Advisers LLC 79Principal Advised Services 66Ip Financial Advisory Services LLC 60
Questions
How many financial advisors does Novare Capital Management have in Charlotte?
16 investment adviser representatives are registered at Novare Capital Management offices in Charlotte, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 16 nationwide. 9 list the CFP designation and 0 are also registered as broker representatives.
Is Novare Capital Management one of the largest advisor employers in Charlotte?
Novare Capital Management ranks number 43 in Charlotte by registered advisors; Vanguard Advisers, Inc. has the most, with 642.
How do I check a Novare Capital Management 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 Novare Capital Management 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.