Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Waynesville, NC
Every SEC-registered investment adviser representative at a firm office in Waynesville, with the firms that employ the most of them.
The short answer
22 registered advisors work in Waynesville; the most are at Wells Fargo Clearing Services, LLC (6). 7 list the CFP designation and 21 are also registered broker representatives.
Firms with the most advisors in Waynesville
Advisors in Waynesville, A to Z
CFP advisors in Waynesville →- Cameron T. BennettEagle Strategies LLC
- Jack C. Bishop IIICommonwealth Financial Network · Certified Financial Planner
- Travis J. BrothertonEdward Jones
- Shannon E. CarlockWells Fargo Clearing Services, LLC
- Ashley J. CedroneEdward Jones
- Clyde M. Dangerfield IIIState Farm Investment Management Corp.
- Kevin W. DonochodWells Fargo Clearing Services, LLC
- Larry E. EastWells Fargo Clearing Services, LLC · Certified Financial Planner
- Wendolyn ForbesAdvisory Services Network · Certified Financial Planner
- Caitlin J. GilmanOsaic Wealth, Inc.
- Bradley J. MartinOsaic Wealth, Inc.
- Jenny M. MartinEdward Jones · Certified Financial Planner
- Dawn M. McAllenOsaic Wealth, Inc.
- Emily W. McCurryEdward Jones · Certified Financial Planner
- Evan T. McCurryEdward Jones
- Chad L. McMahonState Farm Investment Management Corp.
- Jeffrey C. MuriWells Fargo Clearing Services, LLC
- David B. RoperCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Seth A. ShimanskyWells Fargo Clearing Services, LLC
- Martin SohovichAmeriprise Financial Services, LLC
- Daniel C. StanushSchwab Wealth Advisory, Inc.
- Granville J. YounceWells Fargo Clearing Services, LLC · Certified Financial Planner
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 Waynesville, NC?
22 investment adviser representatives are registered at firm offices in Waynesville, North Carolina, according to the SEC's Investment Adviser Public Disclosure records. 21 of them are also registered as broker representatives, and 7 list the CFP designation.
Which firm has the most financial advisors in Waynesville?
Wells Fargo Clearing Services, LLC, with 6 registered advisors in Waynesville, followed by Edward Jones with 5.
How do I check a financial advisor in Waynesville?
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.