Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Harrisburg, NC
Every SEC-registered investment adviser representative at a firm office in Harrisburg, with the firms that employ the most of them.
The short answer
19 registered advisors work in Harrisburg; the most are at Edward Jones (4). 4 list the CFP designation and 16 are also registered broker representatives.
Firms with the most advisors in Harrisburg
| Firm | Advisors in Harrisburg |
|---|---|
| Edward Jones news | 4 |
| Credit Union Investment Services | 3 |
| Strategic Advisers LLC | 2 |
| Tiaa-Cref Individual & Institutional Services, LLC | 2 |
| Cambridge Investment Research Advisors, Inc. news | 1 |
| Fifth Third Securities, Inc. | 1 |
| MML Investors Services, LLC | 1 |
| Morgan Stanley news | 1 |
| Raymond James Financial Services Advisors, Inc. news | 1 |
| State Farm Investment Management Corp. | 1 |
| Wells Fargo Clearing Services, LLC news | 1 |
| Whitley Financial, LLC | 1 |
Advisors in Harrisburg, A to Z
CFP advisors in Harrisburg →- Andrew B. BascomWells Fargo Clearing Services, LLC
- Carolina Bentancort MoreiraFifth Third Securities, Inc.
- Hannah D. ButlerMML Investors Services, LLC · Chartered Financial Consultant
- Chelsea A. CarpenterCambridge Investment Research Advisors, Inc.
- Amanda J. CoffeyState Farm Investment Management Corp.
- Shelden FlowersEdward Jones
- Daniel A. FordTiaa-Cref Individual & Institutional Services, LLC · Certified Financial Planner
- Kassidy T. GreerCredit Union Investment Services
- Christopher S. HortonRaymond James Financial Services Advisors, Inc.
- Brian KincaidEdward Jones · Certified Financial Planner
- Charles E. KincaidEdward Jones
- Adam W. MarkCredit Union Investment Services
- Mark W. MartinCredit Union Investment Services
- Jerry A. MerrillStrategic Advisers LLC
- Kira D. ParkerTiaa-Cref Individual & Institutional Services, LLC
- Edwin C. PorterEdward Jones · Certified Financial Planner
- Jason C. PowersStrategic Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- David A. TorresMorgan Stanley
- Phillip T. WhitleyWhitley Financial, LLC
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 Harrisburg, NC?
19 investment adviser representatives are registered at firm offices in Harrisburg, North Carolina, according to the SEC's Investment Adviser Public Disclosure records. 16 of them are also registered as broker representatives, and 4 list the CFP designation.
Which firm has the most financial advisors in Harrisburg?
Edward Jones, with 4 registered advisors in Harrisburg, followed by Credit Union Investment Services with 3.
How do I check a financial advisor in Harrisburg?
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.