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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in High Point, NC

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

82 registered advisors work in High Point; the most are at Edward Jones (17). 0 list the CFP designation and 69 are also registered broker representatives.

Firms with the most advisors in High Point

FirmAdvisors in High Point
Edward Jones news17
LPL Enterprise, LLC news8
Raymond James Financial Services Advisors, Inc. news7
Merrill Lynch, Pierce, Fenner & Smith Incorporated news6
Wells Fargo Clearing Services, LLC news6
Truist Advisory Services, Inc. news4
Independent Advisor Alliance, LLC3
LPL Financial LLC news3
Sledge And Company Wealth Advisors3
Strategic Advisers LLC3
Cetera Investment Advisers LLC news2
Commonwealth Financial Network news2
Equitable Advisors, LLC news2
Generations Investment Advisors, LLC2
Osaic Wealth, Inc. news2
&Partners news1
Cbiz Investment Advisory Services, LLC1
Concurrent Investment Advisors, LLC news1
Corecap Advisors1
Creative Planning news1
Eagle Strategies LLC1
First Citizens Investor Services, Inc.1
Matson Money, Inc.1
Onedigital1
Portfolio Medics, LLC1

Advisors in High Point, A to Z

Search all of North Carolina →

Other cities in North Carolina

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Charlotte 4,555Raleigh 1,807Greensboro 559Durham 479Wilmington 441Cary 301Chapel Hill 291Asheville 276Winston Salem 257Winston-Salem 254Huntersville 209Cornelius 181Greenville 124Mooresville 117Hickory 103Fayetteville 99Matthews 97Concord 94Apex 76Hendersonville 69New Bern 63Burlington 62Wake Forest 61Davidson 58

Questions

How many financial advisors are in High Point, NC?

82 investment adviser representatives are registered at firm offices in High Point, North Carolina, according to the SEC's Investment Adviser Public Disclosure records. 69 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in High Point?

Edward Jones, with 17 registered advisors in High Point, followed by LPL Enterprise, LLC with 8.

How do I check a financial advisor in High Point?

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.