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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Fuquay Varina, NC

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

The short answer

20 registered advisors work in Fuquay Varina; the most are at Edward Jones (5). 3 list the CFP designation and 16 are also registered broker representatives.

Firms with the most advisors in Fuquay Varina

FirmAdvisors in Fuquay Varina
Edward Jones news5
Credit Union Investment Services3
Saber Capital Management LLC2
Strategic Advisers LLC2
Ae Wealth Management, LLC1
Capital Financial Management Nc, Inc.1
Founders Financial Alliance, LLC1
Gradient Investments, LLC1
LPL Financial LLC news1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Osaic Wealth, Inc. news1
Signature Resources LLC1
Wells Fargo Clearing Services, LLC news1

Advisors in Fuquay Varina, A to Z

CFP advisors in Fuquay Varina →

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 Fuquay Varina, NC?

20 investment adviser representatives are registered at firm offices in Fuquay Varina, North Carolina, according to the SEC's Investment Adviser Public Disclosure records. 16 of them are also registered as broker representatives, and 3 list the CFP designation.

Which firm has the most financial advisors in Fuquay Varina?

Edward Jones, with 5 registered advisors in Fuquay Varina, followed by Credit Union Investment Services with 3.

How do I check a financial advisor in Fuquay Varina?

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.