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Financial ADVSR advisor directory · SEC adviser records

Carolina Financial Advisors, Inc. financial advisors in Greensboro, NC

Every SEC-registered investment adviser representative at a Carolina Financial Advisors, Inc. office in Greensboro, A to Z.

The short answer

4 registered advisors work at Carolina Financial Advisors, Inc. in Greensboro, out of 4 at the firm nationwide; it ranks number 32 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Carolina Financial Advisors, Inc. advisors in Greensboro, A to Z

Every Carolina Financial Advisors, Inc. advisor →

Carolina Financial Advisors, Inc. advisors in every city and state →Carolina Financial Advisors, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Greensboro

All Greensboro advisors →

LPL Financial LLC 43Merrill Lynch, Pierce, Fenner & Smith Incorporated 39Wells Fargo Clearing Services, LLC 29Edward Jones 26Valic Financial Advisors, Inc. 22Ameriprise Financial Services, LLC 21Strategic Advisers LLC 16Smith Salley Wealth Management 14Cetera Investment Advisers LLC 13Raymond James Financial Services Advisors, Inc. 13Truist Advisory Services, Inc. 13Stifel, Nicolaus & Company, Incorporated 12

Questions

How many financial advisors does Carolina Financial Advisors, Inc. have in Greensboro?

4 investment adviser representatives are registered at Carolina Financial Advisors, Inc. offices in Greensboro, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Carolina Financial Advisors, Inc. one of the largest advisor employers in Greensboro?

Carolina Financial Advisors, Inc. ranks number 32 in Greensboro by registered advisors; LPL Financial LLC has the most, with 43.

How do I check a Carolina Financial Advisors, Inc. advisor in Greensboro?

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 Carolina Financial Advisors, Inc. 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.