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Financial ADVSR advisor directory · SEC adviser records

Oak Harbor Wealth Partners financial advisors in Raleigh, NC

Every SEC-registered investment adviser representative at a Oak Harbor Wealth Partners office in Raleigh, A to Z.

The short answer

3 registered advisors work at Oak Harbor Wealth Partners in Raleigh, out of 3 at the firm nationwide; it ranks number 85 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Oak Harbor Wealth Partners advisors in Raleigh, A to Z

Every Oak Harbor Wealth Partners advisor →

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

Other firms in Raleigh

All Raleigh advisors →

Wells Fargo Clearing Services, LLC 123Captrust 120Merrill Lynch, Pierce, Fenner & Smith Incorporated 92First Citizens Investor Services, Inc. 91Strategic Advisers LLC 86Morgan Stanley 85Edward Jones 71LPL Financial LLC 65Capital Investment Advisory Services, LLC 62Credit Union Investment Services 52Osaic Wealth, Inc. 51Ameriprise Financial Services, LLC 50

Questions

How many financial advisors does Oak Harbor Wealth Partners have in Raleigh?

3 investment adviser representatives are registered at Oak Harbor Wealth Partners offices in Raleigh, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Oak Harbor Wealth Partners one of the largest advisor employers in Raleigh?

Oak Harbor Wealth Partners ranks number 85 in Raleigh by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 123.

How do I check a Oak Harbor Wealth Partners advisor in Raleigh?

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 Oak Harbor Wealth Partners 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.