Financial ADVSR advisor directory · SEC adviser records
Carolina Wealth Management, Inc. financial advisors in Greenville, NC
Every SEC-registered investment adviser representative at a Carolina Wealth Management, Inc. office in Greenville, A to Z.
The short answer
8 registered advisors work at Carolina Wealth Management, Inc. in Greenville, out of 8 at the firm nationwide; it ranks number 3 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Carolina Wealth Management, Inc. advisors in Greenville, A to Z
Every Carolina Wealth Management, Inc. advisor →- Jonathan C. BlackwellCertified Financial Planner
- David R. DammInvestment adviser rep
- Jorge L. MartinezInvestment adviser rep
- Thomas D. MeyerInvestment adviser rep
- Patrick D. MolamphyChartered Financial Consultant
- Adam T. OsterburInvestment adviser rep
- Joseph P. ParkerInvestment adviser rep
- Derek S. PszennyInvestment adviser rep
Carolina Wealth Management, Inc. advisors in every city and state →Carolina Wealth Management, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Greenville
All Greenville advisors →Wells Fargo Clearing Services, LLC 19Edward Jones 10Raymond James & Associates, Inc. 7Capital Analysts 6Lincoln Investment 6H. L. Ormond & Company, LLC 5Cetera Investment Advisers LLC 4Credit Union Investment Services 4Equitable Advisors, LLC 4Truist Advisory Services, Inc. 4Ameriprise Financial Services, LLC 3First Citizens Investor Services, Inc. 3
Questions
How many financial advisors does Carolina Wealth Management, Inc. have in Greenville?
8 investment adviser representatives are registered at Carolina Wealth Management, Inc. offices in Greenville, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 8 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Carolina Wealth Management, Inc. one of the largest advisor employers in Greenville?
Carolina Wealth Management, Inc. ranks number 3 in Greenville by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 19.
How do I check a Carolina Wealth Management, Inc. advisor in Greenville?
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 Wealth Management, 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.