Financial ADVSR advisor directory · SEC adviser records
Tiaa-Cref Individual & Institutional Services, LLC financial advisors in Durham, NC
Every SEC-registered investment adviser representative at a Tiaa-Cref Individual & Institutional Services, LLC office in Durham, A to Z.
The short answer
20 registered advisors work at Tiaa-Cref Individual & Institutional Services, LLC in Durham, out of 1,521 at the firm nationwide; it ranks number 4 in the city by advisors. 2 list the CFP designation and 18 are also registered broker representatives.
Tiaa-Cref Individual & Institutional Services, LLC advisors in Durham, A to Z
Every Tiaa-Cref Individual & Institutional Services, LLC advisor →- Lee A. AbbeyAlso a broker rep
- Marc A. AnstromAlso a broker rep
- Kevin J. BurtonAlso a broker rep
- Jonathan E. DellAlso a broker rep
- Michael C. DipentaAlso a broker rep
- Lance C. DoblerCertified Financial Planner
- William H. DottererAlso a broker rep
- Zachary T. EvansAlso a broker rep
- Frederick L. FreemanAlso a broker rep
- Jeffrey S. GrizerCertified Financial Planner, Chartered Financial Analyst
- Christopher S. HanceAlso a broker rep
- Sarah C. HickeyAlso a broker rep
- Donna L. KingAlso a broker rep
- Kate M. LawsonAlso a broker rep
- Ciaran J. MurphyAlso a broker rep
- Heather B. PetersAlso a broker rep
- Joseph S. ShoreAlso a broker rep
- James J. SimoneAlso a broker rep
- Rameet SinghAlso a broker rep
- Albert L. Waisanen Jr.Also a broker rep
Tiaa-Cref Individual & Institutional Services, LLC advisors in every city and state →Tiaa-Cref Individual & Institutional Services, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Tiaa-Cref Individual & Institutional Services, LLC advisors in other cities
Charlotte, NC 321Frisco, TX 167New York, NY 52Glendale, CO 31Philadelphia, PA 23Melville, NY 20Waltham, MA 17Chicago, IL 16Pittsburgh, PA 16Seattle, WA 16Concord, NC 15Pasadena, CA 15Princeton, NJ 15Atlanta, GA 14Dallas, TX 13
Other firms in Durham
All Durham advisors →Strategic Advisers LLC 235Edward Jones 30Verity Asset Management 27Valic Financial Advisors, Inc. 20Cetera Investment Advisers LLC 12Northwestern Mutual Investment Services, LLC 8Raymond James Financial Services Advisors, Inc. 8LPL Financial LLC 7Slp Wealth 7State Farm Investment Management Corp. 7Wells Fargo Clearing Services, LLC 6Allworth Financial, L.P. 4
Questions
How many financial advisors does Tiaa-Cref Individual & Institutional Services, LLC have in Durham?
20 investment adviser representatives are registered at Tiaa-Cref Individual & Institutional Services, LLC offices in Durham, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 1,521 nationwide. 2 list the CFP designation and 18 are also registered as broker representatives.
Is Tiaa-Cref Individual & Institutional Services, LLC one of the largest advisor employers in Durham?
Tiaa-Cref Individual & Institutional Services, LLC ranks number 4 in Durham by registered advisors; Strategic Advisers LLC has the most, with 235.
How do I check a Tiaa-Cref Individual & Institutional Services, LLC 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 Tiaa-Cref Individual & Institutional Services, LLC 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.