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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Conover, NC

Every SEC-registered investment adviser representative at a firm office in Conover, with the firms that employ the most of them.

6 registered advisors work in Conover; the most are at Edward Jones (3). 0 list the CFP designation and 4 are also registered broker representatives.

Firms with the most advisors in Conover

FirmAdvisors in Conover
Edward Jones news3
Hammerhead Financial Strategies, LLC1
Newedge Advisors1
Thrivent Investment Management Inc.1

Advisors in Conover, A to Z

Search all of North Carolina →

Other cities in North Carolina

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Charlotte 4,555Raleigh 1,807Greensboro 559Durham 479Wilmington 441Cary 301Chapel Hill 291Asheville 276Winston Salem 257Winston-Salem 254Huntersville 209Cornelius 181Greenville 124Mooresville 117Hickory 103Fayetteville 99Matthews 97Concord 94High Point 90Apex 76Hendersonville 69New Bern 63Burlington 62Wake Forest 61

Questions

How many financial advisors are in Conover, NC?

6 investment adviser representatives are registered at firm offices in Conover, North Carolina, according to the SEC's Investment Adviser Public Disclosure records. 4 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Conover?

Edward Jones, with 3 registered advisors in Conover, followed by Hammerhead Financial Strategies, LLC with 1.

How do I check a financial advisor in Conover?

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.