Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Wake Forest, NC
Every SEC-registered investment adviser representative at a firm office in Wake Forest, with the firms that employ the most of them.
59 registered advisors work in Wake Forest; the most are at Strategic Advisers LLC (12). 14 list the CFP designation and 48 are also registered broker representatives.
Firms with the most advisors in Wake Forest
| Firm | Advisors in Wake Forest |
|---|---|
| Strategic Advisers LLC | 12 |
| Edward Jones news | 8 |
| LPL Financial LLC news | 5 |
| Cambridge Investment Research Advisors, Inc. news | 4 |
| Osaic Wealth, Inc. news | 4 |
| Equitable Advisors, LLC news | 2 |
| Oak City Investment Consulting | 2 |
| Ameriprise Financial Services, LLC news | 1 |
| Colorado Financial Service Corporation | 1 |
| Creativeone Wealth, LLC | 1 |
| Credit Union Investment Services | 1 |
| Empower Advisory Group, LLC | 1 |
| First Advisors National, LLC | 1 |
| First Command Advisory Services | 1 |
| G. A. Repple & Company | 1 |
| Henderson Brothers Financial Partners LLC | 1 |
| J.P. Morgan Securities LLC news | 1 |
| Limber Capital LLC | 1 |
| Lucid Wealth Planning LLC | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated news | 1 |
| Molokai Investments | 1 |
| Oak Wealth Advisors LLC | 1 |
| Peak Wealth Group LLC | 1 |
| Raymond James Financial Services Advisors, Inc. news | 1 |
| Rivertree Wealth | 1 |
Advisors in Wake Forest, A to Z
CFP advisors in Wake Forest →- Janelle L. AldridgeFirst Command Advisory Services
- Marcus J. AllenEquitable Advisors, LLC
- Seth A. AsbillEdward Jones · Certified Financial Planner
- Justin R. BaasOak Wealth Advisors LLC · Certified Financial Planner
- Michael J. BaerEdward Jones · Certified Financial Planner
- Ricardo Barbosa BallesterStrategic Advisers LLC
- Robert L. Barton IICreativeone Wealth, LLC
- Cody BooneStrategic Advisers LLC
- David J. Brunswick Jr.G. A. Repple & Company
- David E. CaballeroLPL Financial LLC · Certified Financial Planner
- Thomas J. CannanLPL Financial LLC
- Jaime G. CarmonaLPL Financial LLC
- Jeffrey L. CollinsEquitable Advisors, LLC
- Landon D. CrossEdward Jones
- Bretton S. DanforthOak City Investment Consulting
- Gregory D. DanielsRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Marcus L. DavisFirst Advisors National, LLC
- Catherine M. EasopEdward Jones · Chartered Financial Consultant
- Jonathan M. FrankStrategic Advisers LLC
- Michael J. FranksCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
- Stephen J. FreemanStrategic Advisers LLC
- William C. Gass IIIEdward Jones
- Max GauschStrategic Advisers LLC
- Blake J. GreiterLPL Financial LLC
- Blair C. GriffinEdward Jones · Certified Financial Planner
- Daniel F. Haines Jr.Osaic Wealth, Inc. · Certified Financial Planner
- Sean M. HilliardRivertree Wealth · Certified Financial Planner
- Timothy F. HuberEdward Jones
- Nathan HuntleyJ.P. Morgan Securities LLC
- Travis W. JohansonThrivent Investment Management Inc.
- Thomas D. KarryStrategic Advisers LLC
- Brian E. LigettStrategic Advisers LLC
- Andrew G. LynchPeak Wealth Group LLC
- Andrew LynchStrategic Advisers LLC
- Scott MarkelStrategic Advisers LLC
- Karen S. MerrittCambridge Investment Research Advisors, Inc.
- John N. MobleyCredit Union Investment Services
- Craig A. MorrillSummit Global Investments, LLC
- Anthony G. MuttilloOsaic Wealth, Inc. · Certified Financial Planner
- Zachary A. NelsonOsaic Wealth, Inc. · Certified Financial Planner
- Ansell H. NeriCambridge Investment Research Advisors, Inc.
- Mark J. ObrienMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Cody P. PeckLimber Capital LLC
- Roberto PedrazaEmpower Advisory Group, LLC
- Jennifer PianelliStrategic Advisers LLC
- Christopher M. ReaumeLPL Financial LLC
- Demetria RichardsonStrategic Advisers LLC
- Ross P. RoggensackOak City Investment Consulting
- Christopher J. SecurcherHenderson Brothers Financial Partners LLC
- Jeffrey M. StewartLucid Wealth Planning LLC · Certified Financial Planner
- Matthew A. SweeneyMolokai Investments · Chartered Financial Analyst
- Thomas R. ThalmanColorado Financial Service Corporation · Certified Financial Planner
- Ryan TownerStrategic Advisers LLC · Certified Financial Planner
- Robert J. Trujillo IIOsaic Wealth, Inc.
- David M. TwiddyAmeriprise Financial Services, LLC
- Reid J. TwineWells Fargo Clearing Services, LLC · Certified Financial Planner
- Lauren C. TyndallEdward Jones
- Kevin D. VeverkaTruist Advisory Services, Inc.
- Kyle S. WinderCambridge Investment Research Advisors, Inc.
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 59Burlington 58Hendersonville 58Davidson 54
Questions
How many financial advisors are in Wake Forest, NC?
59 investment adviser representatives are registered at firm offices in Wake Forest, North Carolina, according to the SEC's Investment Adviser Public Disclosure records. 48 of them are also registered as broker representatives, and 14 list the CFP designation.
Which firm has the most financial advisors in Wake Forest?
Strategic Advisers LLC, with 12 registered advisors in Wake Forest, followed by Edward Jones with 8.
How do I check a financial advisor in Wake Forest?
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.