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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in New Bern, NC

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

59 registered advisors work in New Bern; the most are at Edward Jones (15). 10 list the CFP designation and 51 are also registered broker representatives.

Firms with the most advisors in New Bern

FirmAdvisors in New Bern
Edward Jones news15
Bluesky Wealth Advisors, LLC6
Truist Advisory Services, Inc. news6
Wells Fargo Advisors Financial Network, LLC news4
Bankers Life Advisory Services, Inc.2
Cetera Investment Advisers LLC news2
LPL Enterprise, LLC news2
MML Investors Services, LLC2
Osaic Wealth, Inc. news2
Raymond James Financial Services Advisors, Inc. news2
State Farm Investment Management Corp.2
Wells Fargo Clearing Services, LLC news2
Cambridge Investment Research Advisors, Inc. news1
Commonwealth Financial Network news1
Cooper McManus1
Credit Union Investment Services1
Eagle Strategies LLC1
Empower Advisory Group, LLC1
First Citizens Investor Services, Inc.1
Level Four Advisory Services1
Pj Scavuzzo, Inc.1
Principal Securities, Inc.1
Raymond James & Associates, Inc. news1
Zone Investment Management, LLC1

Advisors in New Bern, A to Z

CFP advisors in New Bern →

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 68Wake Forest 59Burlington 58Hendersonville 58Davidson 54

Questions

How many financial advisors are in New Bern, NC?

59 investment adviser representatives are registered at firm offices in New Bern, North Carolina, according to the SEC's Investment Adviser Public Disclosure records. 51 of them are also registered as broker representatives, and 10 list the CFP designation.

Which firm has the most financial advisors in New Bern?

Edward Jones, with 15 registered advisors in New Bern, followed by Bluesky Wealth Advisors, LLC with 6.

How do I check a financial advisor in New Bern?

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.