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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Salisbury, NC

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

51 registered advisors work in Salisbury; the most are at Thrivent Investment Management Inc. (5). 5 list the CFP designation and 44 are also registered broker representatives.

Firms with the most advisors in Salisbury

FirmAdvisors in Salisbury
Thrivent Investment Management Inc.5
Wells Fargo Clearing Services, LLC news5
Edward Jones news4
LPL Financial LLC news4
MML Investors Services, LLC4
Falcon Financial3
Prime Capital Financial3
Raymond James Financial Services Advisors, Inc. news3
Capital Investment Advisory Services, LLC2
Cetera Investment Advisers LLC news2
Equitable Advisors, LLC news2
Independent Advisor Alliance, LLC2
State Farm Investment Management Corp.2
Ameriprise Financial Services, LLC news1
C F Parks Inc.1
Commonwealth Financial Network news1
Fisher Investments news1
Gradient Advisors, LLC1
LPL Enterprise, LLC news1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Osaic Institutions, Inc. news1
Osaic Wealth, Inc. news1
Stifel, Nicolaus & Company, Incorporated news1

Advisors in Salisbury, A to Z

CFP advisors in Salisbury →

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 Salisbury, NC?

51 investment adviser representatives are registered at firm offices in Salisbury, North Carolina, according to the SEC's Investment Adviser Public Disclosure records. 44 of them are also registered as broker representatives, and 5 list the CFP designation.

Which firm has the most financial advisors in Salisbury?

Thrivent Investment Management Inc., with 5 registered advisors in Salisbury, followed by Wells Fargo Clearing Services, LLC with 5.

How do I check a financial advisor in Salisbury?

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.