Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Wendell, NC
Every SEC-registered investment adviser representative at a firm office in Wendell, with the firms that employ the most of them.
22 registered advisors work in Wendell; the most are at Strategic Advisers LLC (12). 5 list the CFP designation and 22 are also registered broker representatives.
Firms with the most advisors in Wendell
| Firm | Advisors in Wendell |
|---|---|
| Strategic Advisers LLC | 12 |
| Cambridge Investment Research Advisors, Inc. news | 1 |
| Charles Schwab & Co., Inc. news | 1 |
| Credit Union Investment Services | 1 |
| Edward Jones news | 1 |
| Empower Advisory Group, LLC | 1 |
| J.P. Morgan Securities LLC news | 1 |
| MML Investors Services, LLC | 1 |
| Mwa Financial Services Inc. | 1 |
| Osaic Wealth, Inc. news | 1 |
| PNC Wealth Management LLC | 1 |
Advisors in Wendell, A to Z
CFP advisors in Wendell →- Samater I. AhmedStrategic Advisers LLC
- Brian BosmanStrategic Advisers LLC
- Alfredo Camargo IIJ.P. Morgan Securities LLC
- Jacob CoffeeStrategic Advisers LLC
- Jonathan M. DrewStrategic Advisers LLC
- Jennifer H. EvansCredit Union Investment Services
- Joshua A. FilyawStrategic Advisers LLC · Certified Financial Planner
- Timothy C. Flanagan Jr.MML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Shayla JonesStrategic Advisers LLC
- Nicholas KolbStrategic Advisers LLC
- Jessica C. LambCambridge Investment Research Advisors, Inc.
- Hayden G. LeonardStrategic Advisers LLC
- Ethan McElroyStrategic Advisers LLC
- Lesia S. McKenzieEdward Jones · Certified Financial Planner
- Colton R. NarronPNC Wealth Management LLC · Certified Financial Planner
- Jonathan N. PerryOsaic Wealth, Inc. · Certified Financial Planner
- Benjamin S. PierceMwa Financial Services Inc.
- Dante A. PorterStrategic Advisers LLC
- Shane M. RawlingsStrategic Advisers LLC
- Jordan F. SenterCharles Schwab & Co., Inc.
- Thomas WhiteEmpower Advisory Group, LLC
- Kiana L. WrightStrategic Advisers LLC
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 Wendell, NC?
22 investment adviser representatives are registered at firm offices in Wendell, North Carolina, according to the SEC's Investment Adviser Public Disclosure records. 22 of them are also registered as broker representatives, and 5 list the CFP designation.
Which firm has the most financial advisors in Wendell?
Strategic Advisers LLC, with 12 registered advisors in Wendell, followed by Cambridge Investment Research Advisors, Inc. with 1.
How do I check a financial advisor in Wendell?
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.