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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Statesville, NC

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

The short answer

48 registered advisors work in Statesville; the most are at Edward Jones (8). 6 list the CFP designation and 42 are also registered broker representatives.

Firms with the most advisors in Statesville

FirmAdvisors in Statesville
Edward Jones news8
Merrill Lynch, Pierce, Fenner & Smith Incorporated news7
Credit Union Investment Services4
Osaic Wealth, Inc. news4
LPL Financial LLC news3
Opus Financial Advisors, Inc.3
Cetera Investment Advisers LLC news2
Masters Tax And Financial Planning LLC2
Professional Wealth Management Services LLC2
Wells Fargo Clearing Services, LLC news2
Ameriprise Financial Services, LLC news1
Autumn Branch Capital, LLC1
Balance Investments1
Cambridge Investment Research Advisors, Inc. news1
Empower Advisory Group, LLC1
Raymond James Financial Services Advisors, Inc. news1
State Farm Investment Management Corp.1
Stonex Advisors Inc.1
Thompson Wealth Advisors1
Truist Advisory Services, Inc. news1
UBS Financial Services Inc. news1

Advisors in Statesville, A to Z

CFP advisors in Statesville →

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 Statesville, NC?

48 investment adviser representatives are registered at firm offices in Statesville, North Carolina, according to the SEC's Investment Adviser Public Disclosure records. 42 of them are also registered as broker representatives, and 6 list the CFP designation.

Which firm has the most financial advisors in Statesville?

Edward Jones, with 8 registered advisors in Statesville, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 7.

How do I check a financial advisor in Statesville?

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.