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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Holly Springs, NC

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

The short answer

31 registered advisors work in Holly Springs; the most are at Strategic Advisers LLC (10). 6 list the CFP designation and 28 are also registered broker representatives.

Firms with the most advisors in Holly Springs

FirmAdvisors in Holly Springs
Strategic Advisers LLC10
Edward Jones news3
LPL Financial LLC news3
Allstate Financial Advisors, LLC1
Ameriprise Financial Services, LLC news1
Ameritas Advisory Services, LLC1
Bellwether Investment Group, LLC1
Bfwm LLC1
Cambridge Investment Research Advisors, Inc. news1
Founders Financial Alliance, LLC1
Great Valley Advisor Group, LLC1
Lewis And Associates Capital Advisors, LLC1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Oppenheimer & Co. Inc. news1
Osaic Wealth, Inc. news1
Pgim Investments LLC1
Truist Advisory Services, Inc. news1
Wells Fargo Clearing Services, LLC news1

Advisors in Holly Springs, A to Z

CFP advisors in Holly Springs →

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 Holly Springs, NC?

31 investment adviser representatives are registered at firm offices in Holly Springs, North Carolina, according to the SEC's Investment Adviser Public Disclosure records. 28 of them are also registered as broker representatives, and 6 list the CFP designation.

Which firm has the most financial advisors in Holly Springs?

Strategic Advisers LLC, with 10 registered advisors in Holly Springs, followed by Edward Jones with 3.

How do I check a financial advisor in Holly Springs?

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.