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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Dunn, NC

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

10 registered advisors work in Dunn; the most are at Credit Union Investment Services (3). 0 list the CFP designation and 10 are also registered broker representatives.

Firms with the most advisors in Dunn

FirmAdvisors in Dunn
Credit Union Investment Services3
Edward Jones news3
First Citizens Investor Services, Inc.1
LPL Financial LLC news1
State Farm Investment Management Corp.1
Truist Advisory Services, Inc. news1

Advisors in Dunn, A to Z

Search all of North Carolina →

Other cities in North Carolina

All of North Carolina →

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 Dunn, NC?

10 investment adviser representatives are registered at firm offices in Dunn, North Carolina, according to the SEC's Investment Adviser Public Disclosure records. 10 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Dunn?

Credit Union Investment Services, with 3 registered advisors in Dunn, followed by Edward Jones with 3.

How do I check a financial advisor in Dunn?

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.