Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Washington, NC
Every SEC-registered investment adviser representative at a firm office in Washington, with the firms that employ the most of them.
15 registered advisors work in Washington; the most are at Edward Jones (8). 2 list the CFP designation and 15 are also registered broker representatives.
Firms with the most advisors in Washington
| Firm | Advisors in Washington |
|---|---|
| Edward Jones news | 8 |
| Credit Union Investment Services | 2 |
| First Citizens Investor Services, Inc. | 1 |
| Kestra Private Wealth Services, LLC news | 1 |
| LPL Financial LLC news | 1 |
| United Brokerage Services, Inc. | 1 |
| Wells Fargo Clearing Services, LLC news | 1 |
Advisors in Washington, A to Z
CFP advisors in Washington →- Jordan L. CantrellKestra Private Wealth Services, LLC · Certified Financial Planner
- Rodney L. CantrellEdward Jones · Certified Financial Planner
- Lisa E. ClarkEdward Jones
- John B. DexterWells Fargo Clearing Services, LLC
- Logan P. EveretteEdward Jones
- Kasey C. FletcherLPL Financial LLC
- James D. LintonEdward Jones
- Jonathan M. NelsonCredit Union Investment Services
- Jonathon D. OliverEdward Jones
- Stuart W. OnealEdward Jones
- Sumner M. Parham IIIFirst Citizens Investor Services, Inc.
- Graham ParkerEdward Jones
- Roy L. ParkerEdward Jones
- Aaron B. Sauls IIICredit Union Investment Services
- Christopher N. WilliamsUnited Brokerage Services, 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 59Wake Forest 59Burlington 58Hendersonville 58
Questions
How many financial advisors are in Washington, NC?
15 investment adviser representatives are registered at firm offices in Washington, North Carolina, according to the SEC's Investment Adviser Public Disclosure records. 15 of them are also registered as broker representatives, and 2 list the CFP designation.
Which firm has the most financial advisors in Washington?
Edward Jones, with 8 registered advisors in Washington, followed by Credit Union Investment Services with 2.
How do I check a financial advisor in Washington?
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.