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Financial ADVSR advisor directory · SEC adviser records

Slp Wealth financial advisors in Durham, NC

Every SEC-registered investment adviser representative at a Slp Wealth office in Durham, A to Z.

7 registered advisors work at Slp Wealth in Durham, out of 13 at the firm nationwide; it ranks number 10 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.

Slp Wealth advisors in Durham, A to Z

Every Slp Wealth advisor →

Slp Wealth advisors in every city and state →Slp Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →

Slp Wealth advisors in other cities

Frenchtown, MT 1La Mesa, CA 1Marina, CA 1Mount Joy, PA 1Springboro, OH 1West Hartford, CT 1

Other firms in Durham

All Durham advisors →

Strategic Advisers LLC 235Edward Jones 30Verity Asset Management 27Tiaa-Cref Individual & Institutional Services, LLC 20Valic Financial Advisors, Inc. 20Cetera Investment Advisers LLC 12Northwestern Mutual Investment Services, LLC 8Raymond James Financial Services Advisors, Inc. 8LPL Financial LLC 7State Farm Investment Management Corp. 7Wells Fargo Clearing Services, LLC 6Allworth Financial, L.P. 4

Questions

How many financial advisors does Slp Wealth have in Durham?

7 investment adviser representatives are registered at Slp Wealth offices in Durham, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 13 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.

Is Slp Wealth one of the largest advisor employers in Durham?

Slp Wealth ranks number 10 in Durham by registered advisors; Strategic Advisers LLC has the most, with 235.

How do I check a Slp Wealth advisor in Durham?

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 Slp Wealth 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.