Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Lincolnton, NC
Every SEC-registered investment adviser representative at a firm office in Lincolnton, with the firms that employ the most of them.
22 registered advisors work in Lincolnton; the most are at Edward Jones (5). 5 list the CFP designation and 18 are also registered broker representatives.
Firms with the most advisors in Lincolnton
| Firm | Advisors in Lincolnton |
|---|---|
| Edward Jones news | 5 |
| MML Investors Services, LLC | 3 |
| Commonwealth Financial Network news | 2 |
| State Farm Investment Management Corp. | 2 |
| United Brokerage Services, Inc. | 2 |
| Alight Financial Advisors, LLC | 1 |
| Credit Union Investment Services | 1 |
| Extraordinary Kale LLC | 1 |
| Fifth Third Securities, Inc. | 1 |
| First Citizens Investor Services, Inc. | 1 |
| Leonard Wealth Management, LLC | 1 |
| Osaic Wealth, Inc. news | 1 |
| Raymond James & Associates, Inc. news | 1 |
Advisors in Lincolnton, A to Z
CFP advisors in Lincolnton →- Jessica BeardCommonwealth Financial Network
- Michael W. BowenEdward Jones
- Robert M. BruzikAlight Financial Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Cooper BumgarnerEdward Jones · Certified Financial Planner
- Matthew FosterMML Investors Services, LLC
- John V. GregoryState Farm Investment Management Corp.
- Candance B. HeavnerEdward Jones
- Samuel D. HershbergerUnited Brokerage Services, Inc.
- Kimberly E. JamesRaymond James & Associates, Inc.
- Matthew A. KaleExtraordinary Kale LLC
- Joseph C. Leonard IILeonard Wealth Management, LLC
- Michael T. Macomson IIMML Investors Services, LLC
- Amy B. MatthewsEdward Jones
- Jaclyn McGrewFifth Third Securities, Inc.
- Paul E. ParkerState Farm Investment Management Corp.
- Frances K. PumphreyFirst Citizens Investor Services, Inc.
- Robin B. RadovichUnited Brokerage Services, Inc.
- Brent ReynoldsEdward Jones · Certified Financial Planner
- Christopher A. RhyneOsaic Wealth, Inc. · Certified Financial Planner
- Joseph M. Rhyne IIIMML Investors Services, LLC · Certified Financial Planner
- Cynthia F. SherrillCommonwealth Financial Network
- Deana M. SpainhourCredit Union Investment Services
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 Lincolnton, NC?
22 investment adviser representatives are registered at firm offices in Lincolnton, North Carolina, according to the SEC's Investment Adviser Public Disclosure records. 18 of them are also registered as broker representatives, and 5 list the CFP designation.
Which firm has the most financial advisors in Lincolnton?
Edward Jones, with 5 registered advisors in Lincolnton, followed by MML Investors Services, LLC with 3.
How do I check a financial advisor in Lincolnton?
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.