Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Marvin, NC

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

4 registered advisors work in Marvin; the most are at Cambridge Investment Research Advisors, Inc. (2). 3 list the CFP designation and 2 are also registered broker representatives.

Firms with the most advisors in Marvin

Firm	Advisors in Marvin
Cambridge Investment Research Advisors, Inc. news	2
Block Wealth Management, Inc.	1
Oakley Private Wealth	1

Advisors in Marvin, A to Z

CFP advisors in Marvin →

Kirk A. BlockBlock Wealth Management, Inc. · Certified Financial Planner, Personal Financial Specialist
Garrett K. OakleyOakley Private Wealth · Certified Financial Planner
Andrew Viditz-WardCambridge Investment Research Advisors, Inc. · Certified Financial Planner
Glen E. Viditz-WardCambridge Investment Research Advisors, Inc.

Other cities in North Carolina

All of North Carolina →

Charlotte 4,345 Raleigh 1,727 Greensboro 517 Durham 494 Wilmington 440 Cary 273 Chapel Hill 273 Asheville 259 Winston Salem 240 Winston-Salem 237 Huntersville 194 Cornelius 172 Greenville 116 Mooresville 109 Fayetteville 93 Hickory 88 Matthews 87 Concord 86 High Point 82 Apex 68 New Bern 59 Wake Forest 59 Burlington 58 Hendersonville 58

Questions

How many financial advisors are in Marvin, NC?

4 investment adviser representatives are registered at firm offices in Marvin, North Carolina, according to the SEC's Investment Adviser Public Disclosure records. 2 of them are also registered as broker representatives, and 3 list the CFP designation.

Which firm has the most financial advisors in Marvin?

Cambridge Investment Research Advisors, Inc., with 2 registered advisors in Marvin, followed by Block Wealth Management, Inc. with 1.

How do I check a financial advisor in Marvin?

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.