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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Morganton, NC

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

26 registered advisors work in Morganton; the most are at Edward Jones (9). 3 list the CFP designation and 26 are also registered broker representatives.

Firms with the most advisors in Morganton

FirmAdvisors in Morganton
Edward Jones news9
LPL Financial LLC news4
Credit Union Investment Services2
First Citizens Investor Services, Inc.2
Osaic Wealth, Inc. news2
Wells Fargo Clearing Services, LLC news2
Cambridge Investment Research Advisors, Inc. news1
Creative Financial Designs, Inc.1
MML Investors Services, LLC1
Thrivent Investment Management Inc.1
Truist Advisory Services, Inc. news1

Advisors in Morganton, A to Z

CFP advisors in Morganton →

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 Morganton, NC?

26 investment adviser representatives are registered at firm offices in Morganton, North Carolina, according to the SEC's Investment Adviser Public Disclosure records. 26 of them are also registered as broker representatives, and 3 list the CFP designation.

Which firm has the most financial advisors in Morganton?

Edward Jones, with 9 registered advisors in Morganton, followed by LPL Financial LLC with 4.

How do I check a financial advisor in Morganton?

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.