Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Columbus, NC
Every SEC-registered investment adviser representative at a firm office in Columbus, with the firms that employ the most of them.
4 registered advisors work in Columbus; the most are at Andy Millard Advisory, LLC (1). 3 list the CFP designation and 2 are also registered broker representatives.
Firms with the most advisors in Columbus
| Firm | Advisors in Columbus |
|---|---|
| Andy Millard Advisory, LLC | 1 |
| Clifton, Roger Lambert | 1 |
| Edward Jones news | 1 |
| UBS Financial Services Inc. news | 1 |
Advisors in Columbus, A to Z
CFP advisors in Columbus →- Roger L. CliftonClifton, Roger Lambert · Chartered Financial Analyst
- Taylor R. JonesEdward Jones · Certified Financial Planner
- Steven K. KocherUBS Financial Services Inc. · Certified Financial Planner
- Carl A. MillardAndy Millard Advisory, LLC · Certified Financial Planner
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 Columbus, NC?
4 investment adviser representatives are registered at firm offices in Columbus, North Carolina, according to the SEC's Investment Adviser Public Disclosure records. 2 of them are also registered as broker representatives, and 3 list the CFP designation.
Which firm has the most financial advisors in Columbus?
Andy Millard Advisory, LLC, with 1 registered advisors in Columbus, followed by Clifton, Roger Lambert with 1.
How do I check a financial advisor in Columbus?
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.