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Financial ADVSR advisor directory · SEC adviser records

Castle Wealth Group financial advisors in Mooresville, NC

Every SEC-registered investment adviser representative at a Castle Wealth Group office in Mooresville, A to Z.

The short answer

3 registered advisors work at Castle Wealth Group in Mooresville, out of 3 at the firm nationwide; it ranks number 11 in the city by advisors. 0 list the CFP designation and 1 are also registered broker representatives.

Castle Wealth Group advisors in Mooresville, A to Z

Every Castle Wealth Group advisor →

Castle Wealth Group advisors in every city and state →Castle Wealth Group: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Mooresville

All Mooresville advisors →

Edward Jones 11LPL Financial LLC 10First Citizens Investor Services, Inc. 8Wells Fargo Clearing Services, LLC 6Everstar Asset Management, LLC 5Namcoa 4Raymond James Financial Services Advisors, Inc. 4Tiaa-Cref Individual & Institutional Services, LLC 4Truist Advisory Services, Inc. 4Cambridge Investment Research Advisors, Inc. 3Cetera Investment Advisers LLC 3Fifth Third Securities, Inc. 3

Questions

How many financial advisors does Castle Wealth Group have in Mooresville?

3 investment adviser representatives are registered at Castle Wealth Group offices in Mooresville, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 1 are also registered as broker representatives.

Is Castle Wealth Group one of the largest advisor employers in Mooresville?

Castle Wealth Group ranks number 11 in Mooresville by registered advisors; Edward Jones has the most, with 11.

How do I check a Castle Wealth Group advisor in Mooresville?

Each advisor below links to a profile with their registrations, exams, designations 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 Castle Wealth Group office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.