Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Huntersville, NC
Every SEC-registered investment adviser representative at a firm office in Huntersville, with the firms that employ the most of them.
The short answer
194 registered advisors work in Huntersville; the most are at Merrill Lynch, Pierce, Fenner & Smith Incorporated (37). 34 list the CFP designation and 152 are also registered broker representatives.
Firms with the most advisors in Huntersville
Advisors in Huntersville, A to Z
CFP advisors in Huntersville →- Adwowa F. Afenyi-Annan3a Financial Group, LLC · Certified Financial Planner
- Ethan J. AlessiOsaic Wealth, Inc.
- Timothy A. AlessiOnedigital
- Henry C. Alston Jr.Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Karen C. AndersonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Chris AngelinoMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jaclyn B. AshgroveCharles Schwab & Co., Inc.
- Michael AyottePfs Investments Inc.
- John B. BalcerzakA4 Wealth Advisors LLC · Certified Financial Planner
- Sean M. BandazianCornerstone Wealth
- Michael BarberoPfs Investments Inc.
- Mandy S. BartonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Cole D. BatchelorAlloy Investment Management
- Jordan T. BeardKestra Private Wealth Services, LLC
- Garrick BeckerStrategic Advisers LLC
- Brandi BehlkeStrategic Advisers LLC · Certified Financial Planner
- Robert W. BentonCornerstone Wealth
- Nicholas A. BernickLPL Enterprise, LLC
- Jolie A. BishopAmeriprise Financial Services, LLC
- Michael J. BlackBrighton Securities Corp.
- Cole C. BlankenshipStrategic Advisers LLC · Certified Financial Planner
- Brian BooeLPL Financial LLC
- Karen L. BoschertSavant Wealth Management
- Lynn M. BowserMML Investors Services, LLC
- Christine B. BoyetteFirst Command Advisory Services
- Zachary T. BrockPrincipal Securities, Inc.
- Barrett J. BrooksStrategic Advisers LLC · Certified Financial Planner
- Stephan BukerStrategic Advisers LLC · Certified Financial Planner
- Annette T. BurkhardState Farm Investment Management Corp.
- Christian W. BurnsEdward Jones · Certified Financial Planner
- Cody BussellFisher Investments
- Gabrielle E. CafaloneCornerstone Wealth
- Peter W. CampbellPfs Investments Inc.
- Ryan W. CanadaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jeffrey A. CarboneCornerstone Wealth · Certified Financial Planner
- Victor A. CarboneTiaa-Cref Individual & Institutional Services, LLC
- Chadwick D. CarlsonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Caleb CheyneyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kristina ChuprevichEdward Jones
- Robert P. ClarkRaymond James & Associates, Inc. · Certified Financial Planner
- Toni ClarkeMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Paul G. CollinsMorgan Stanley
- Jason L. ColvinState Farm Investment Management Corp. · Chartered Financial Consultant
- James L. CombsLPL Financial LLC
- Hunter ConleyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Edward E. ConwayPfs Investments Inc.
- Micah M. CookeWells Fargo Clearing Services, LLC
- William CraneStrategic Advisers LLC
- Cynthia L. CrossCornerstone Wealth
- Edin CuskovicMaximum Advisory · Chartered Financial Analyst
- Kevin H. DaleyLifestyle Freedom Advisory Group, LLC
- Timothy H. DaleyLifestyle Freedom Advisory Group, LLC
- Jerett R. DimarzioCornerstone Wealth · Certified Financial Planner
- Thomas E. Druckenbrod Jr.Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Daniel EdwardsCharles Schwab & Co., Inc.
- Cory M. EspositoA4 Wealth Advisors LLC · Certified Financial Planner
- Richard G. Fallon IIICornerstone Wealth
- Jennifer G. FensleyCapsouth Wealth Management · Certified Financial Planner
- James F. Fill Jr.Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Kevin FoggStrategic Advisers LLC
- Rebecca A. ForetMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Micheal J. FosterA4 Wealth Advisors LLC
- Heather M. FowlerA4 Wealth Advisors LLC
- Thomas A. FrancomanoMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Thomas J. FrancomanoMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Sarah FrimelMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Shauntae E. FunkhouserA4 Wealth Advisors LLC
- Mitchell W. GatewoodStrategic Advisers LLC
- Austin C. GeorgeMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Christopher S. GeorgeMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Scott J. GershonTiaa-Cref Individual & Institutional Services, LLC
- Tammy L. GilleyAmeriprise Financial Services, LLC
- Jeri M. GlazerIp Financial Advisory Services LLC · Certified Financial Planner
- Jeremy W. GrantCornerstone Wealth · Certified Financial Planner
- Rashund A. GreenTiaa-Cref Individual & Institutional Services, LLC
- Phillip J. GussmanBulldog Asset Management, Inc.
- Patrick HawkinsCornerstone Wealth
- Jermile B. HayesStrategic Advisers LLC · Certified Financial Planner
- Laura C. HealeyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- David A. HenkelRaymond James Financial Services Advisors, Inc.
- Clifford P. Hodge IIICornerstone Wealth · Chartered Financial Analyst
- Magali Hoffiz ColomboMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Katherine P. HolmesFirst Command Advisory Services · Certified Financial Planner
- Dana L. HortonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Benjamin JacksonLPL Enterprise, LLC
- Liliana JimenezWells Fargo Clearing Services, LLC
- Donald W. Johnson Jr.Osaic Wealth, Inc.
- Angela JonescableEmpower Advisory Group, LLC
- Delvin L. JoyceLPL Enterprise, LLC · Certified Financial Planner, Chartered Financial Consultant
- Jennifer JoynerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Tyler J. KaufmanStrategic Advisers LLC
- Bryan A. KellerSocial Impact Investments Inc.
- Robert S. Keller Jr.Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Jeffrey P. KendallLPL Financial LLC
- Olivia S. KennedyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Katherine V. KernsCredit Union Investment Services
- Edie B. KijeskyPfs Investments Inc.
- Sally M. KingStrategic Advisers LLC
- David KittermanEmpower Advisory Group, LLC · Certified Financial Planner
- Christopher P. KlauckAllspring Funds Management, LLC
- James K. KrapfelGlass Lake Wealth Management · Certified Financial Planner, Chartered Financial Analyst
- Barry KuhnWells Fargo Clearing Services, LLC
- Kara B. KunzCornerstone Wealth · Certified Financial Planner
- Connor LaczStrategic Advisers LLC
- Austin LarsonStrategic Advisers LLC · Certified Financial Planner
- Sam G. LashinCharles Schwab Investment Management, Inc.
- Brady LeathermanStrategic Advisers LLC
- Jonathan W. LentzEdward Jones · Certified Financial Planner
- Ioulia A. LinkCredit Union Investment Services · Certified Financial Planner
- James P. LowryMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Charles V. LuptonStrategic Advisers LLC
- William C. MagillPrivate Advisor Group, LLC
- Rachel MalvasiWells Fargo Clearing Services, LLC
- Douglas MarlowCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Leonard MarteAbundant Advisors, LLC · Certified Financial Planner
- Nicole E. McCoyRaymond James Financial Services Advisors, Inc.
- Ryan MeiserStrategic Advisers LLC
- Kirk A. MessickMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jeffery MingoStrategic Advisers LLC
- Hannah R. MitchellStrategic Advisers LLC
- Richard MollMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Patricia A. MooreMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Bryce MoritzMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Matthew A. MoyzisCornerstone Wealth · Certified Financial Planner
- Amy G. MurrayMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Brendan NeibergallLPL Financial LLC
- Timothy NeuStrategic Advisers LLC
- Linda A. O LoughlinRaymond James & Associates, Inc.
- Scott O'ConnellTactical Investment Advisors, LLC
- Thomas P. O'ConnorOnedigital
- Thomas C. OddoRaymond James Financial Services Advisors, Inc.
- Thomas F. Omara Jr.Strategic Advisers LLC
- Brandon R. OpreTrusttree Financial LLC · Certified Financial Planner
- Stephen PaavolaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Michael A. PappasCharles Schwab & Co., Inc.
- Michael PasalichStrategic Advisers LLC
- Andrea L. PineCornerstone Wealth
- Amanda RachauPfs Investments Inc.
- Cody R. RachauPfs Investments Inc.
- Carolyn ReynoldsProxy Wealth Advisors LLC
- William P. Rhodes IIFifth Third Securities, Inc.
- Jason RindskopfSignal Advisors Wealth, LLC
- Douglas L. RobertsonLPL Financial LLC
- Amber L. RobinsonAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Scott D. RobinsonAmeriprise Financial Services, LLC · Certified Financial Planner
- Justin RomeroPrincipal Securities, Inc.
- Allen J. RoudRoud Financial Services, LLC
- Ryan A. RubinEdward Jones · Certified Financial Planner
- Craig A. RubrechtCornerstone Wealth
- Joseph F. RussellEquitable Advisors, LLC
- Gary A. SamuelsonThrivent Investment Management Inc.
- Jon C. SchrandStrategic Advisers LLC · Certified Financial Planner
- Matthew D. SeiterThornburg Investment Management Inc.
- Daniel P. SextonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Matthew G. ShahadyOnedigital
- Benjamin ShbeebEdelman Financial Engines
- Gregory W. SheetsLPL Enterprise, LLC
- Scott T. ShepherdOsaic Wealth, Inc.
- Cynthia A. SisnerosPfs Investments Inc.
- Zoran M. SmiljanicMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Tanner SmithPrincipal Advised Services
- Jason P. SolomanTactical Investment Advisors, LLC
- Christine O. SowellStrategic Advisers LLC
- Zachary A. SpainhourA4 Wealth Advisors LLC · Certified Financial Planner
- David L. SpencerCredit Union Investment Services
- Summer L. SprousePfs Investments Inc.
- Scott R. StimsonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kaye H. TahilianiSavant Wealth Management
- Marco E. TejadaTiaa-Cref Individual & Institutional Services, LLC
- Mark TincherLPL Financial LLC
- Christopher L. TravisTiaa-Cref Individual & Institutional Services, LLC
- Bryant J. TromblyKestra Private Wealth Services, LLC
- Pete TrontisSavant Wealth Management · Chartered Financial Analyst
- Dyron TrotmanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Madison J. TurnerLPL Enterprise, LLC
- Isaac Velez-GonzalezStrategic Advisers LLC
- Daniel S. VenegoniTactical Investment Advisors, LLC
- Charles J. VeselyWells Fargo Advisors Financial Network, LLC
- Ellen R. VipondPfs Investments Inc.
- Jonathon B. WagonerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Andrew F. WalterOsaic Wealth, Inc.
- Stephen G. WangLPL Financial LLC
- Mallory WarrenAerden LLC · Certified Financial Planner
- Michael D. WayasaminSavant Wealth Management
- Douglas WebbLPL Enterprise, LLC
- Jason A. WebsterMML Investors Services, LLC
- Rodney T. WendtCornerstone Wealth
- Aaron T. WilliamsStrategic Advisers LLC
- Deidra E. WillisNorthwestern Mutual Investment Services, LLC
- Jason J. WoloszynCommonwealth Financial Network
- Edward M. Wood IIICornerstone Wealth · Certified Financial Planner
- Caleb A. WyckoffMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Leonard YarnovichPfs Investments Inc.
- Karen ZeltnerMerrill Lynch, Pierce, Fenner & Smith Incorporated
Other cities in North Carolina
All of North Carolina →Charlotte 4,345Raleigh 1,727Greensboro 517Durham 494Wilmington 440Cary 273Chapel Hill 273Asheville 259Winston Salem 240Winston-Salem 237Cornelius 172Greenville 116Mooresville 109Fayetteville 93Hickory 88Matthews 87Concord 86High Point 82Apex 68New Bern 59Wake Forest 59Burlington 58Hendersonville 58Davidson 54
Questions
How many financial advisors are in Huntersville, NC?
194 investment adviser representatives are registered at firm offices in Huntersville, North Carolina, according to the SEC's Investment Adviser Public Disclosure records. 152 of them are also registered as broker representatives, and 34 list the CFP designation.
Which firm has the most financial advisors in Huntersville?
Merrill Lynch, Pierce, Fenner & Smith Incorporated, with 37 registered advisors in Huntersville, followed by Strategic Advisers LLC with 25.
How do I check a financial advisor in Huntersville?
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.