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Financial ADVSR advisor directory · SEC adviser records

&Partners financial advisors in Charlotte, NC

Every SEC-registered investment adviser representative at a &Partners office in Charlotte, A to Z.

The short answer

2 registered advisors work at &Partners in Charlotte, out of 494 at the firm nationwide; it ranks number 119 in the city by advisors. 0 list the CFP designation and 2 are also registered broker representatives.

&Partners advisors in Charlotte, A to Z

Every &Partners advisor →

&Partners advisors in every city and state →&Partners: assets, clients and custodians →&Partners news and advisor moves →Advisor Moves: who changed firms this week →

&Partners advisors in other cities

Clayton, MO 157Nashville, TN 78Fayetteville, AR 7Ann Arbor, MI 5Baltimore, MD 5Wichita, KS 5Aiken, SC 4Albany, NY 4Austin, TX 4Bellevue, WA 4Boca Raton, FL 4Florham Park, NJ 4Sumter, SC 4Tyler, TX 4Willoughby Hills, OH 4

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 &Partners have in Charlotte?

2 investment adviser representatives are registered at &Partners offices in Charlotte, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 494 nationwide. 0 list the CFP designation and 2 are also registered as broker representatives.

Is &Partners one of the largest advisor employers in Charlotte?

&Partners ranks number 119 in Charlotte by registered advisors; Vanguard Advisers, Inc. has the most, with 641.

How do I check a &Partners 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 &Partners 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.