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Financial ADVSR advisor directory · SEC adviser records

Holderness Investments Co. financial advisors in Greensboro, NC

Every SEC-registered investment adviser representative at a Holderness Investments Co. office in Greensboro, A to Z.

The short answer

3 registered advisors work at Holderness Investments Co. in Greensboro, out of 5 at the firm nationwide; it ranks number 45 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Holderness Investments Co. advisors in Greensboro, A to Z

Every Holderness Investments Co. advisor →

Holderness Investments Co. advisors in every city and state →Holderness Investments Co.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Holderness Investments Co. advisors in other cities

Charlotte, NC 2

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 Holderness Investments Co. have in Greensboro?

3 investment adviser representatives are registered at Holderness Investments Co. offices in Greensboro, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Holderness Investments Co. one of the largest advisor employers in Greensboro?

Holderness Investments Co. ranks number 45 in Greensboro by registered advisors; LPL Financial LLC has the most, with 43.

How do I check a Holderness Investments Co. 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 Holderness Investments Co. 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.