Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Clinton, NC
Every SEC-registered investment adviser representative at a firm office in Clinton, with the firms that employ the most of them.
8 registered advisors work in Clinton; the most are at Cp Advisors, Inc. (2). 1 list the CFP designation and 6 are also registered broker representatives.
Firms with the most advisors in Clinton
| Firm | Advisors in Clinton |
|---|---|
| Cp Advisors, Inc. | 2 |
| Edward Jones news | 2 |
| Truist Advisory Services, Inc. news | 2 |
| Credit Union Investment Services | 1 |
| Osaic Institutions, Inc. news | 1 |
Advisors in Clinton, A to Z
CFP advisors in Clinton →- Teresa B. BradshawCp Advisors, Inc.
- Michael L. ChestnuttCp Advisors, Inc. · Certified Financial Planner
- John P. GoetkeTruist Advisory Services, Inc.
- Amy B. HairrCredit Union Investment Services
- Mark M. JenkinsEdward Jones
- Katherine D. PopeTruist Advisory Services, Inc.
- Christopher TartEdward Jones
- Richard K. WiethornOsaic Institutions, Inc.
Other cities in North Carolina
All of North Carolina →Charlotte 4,345Raleigh 1,727Greensboro 517Durham 494Wilmington 440Cary 273Chapel Hill 273Asheville 259Winston Salem 240Winston-Salem 237Huntersville 194Cornelius 172Greenville 116Mooresville 109Fayetteville 93Hickory 88Matthews 87Concord 86High Point 82Apex 68New Bern 59Wake Forest 59Burlington 58Hendersonville 58
Questions
How many financial advisors are in Clinton, NC?
8 investment adviser representatives are registered at firm offices in Clinton, North Carolina, according to the SEC's Investment Adviser Public Disclosure records. 6 of them are also registered as broker representatives, and 1 list the CFP designation.
Which firm has the most financial advisors in Clinton?
Cp Advisors, Inc., with 2 registered advisors in Clinton, followed by Edward Jones with 2.
How do I check a financial advisor in Clinton?
Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.