Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Williamston, NC
Every SEC-registered investment adviser representative at a firm office in Williamston, with the firms that employ the most of them.
4 registered advisors work in Williamston; the most are at Truist Advisory Services, Inc. (2). 0 list the CFP designation and 4 are also registered broker representatives.
Firms with the most advisors in Williamston
| Firm | Advisors in Williamston |
|---|---|
| Truist Advisory Services, Inc. news | 2 |
| Edward Jones news | 1 |
| State Farm Investment Management Corp. | 1 |
Advisors in Williamston, A to Z
Search all of North Carolina →- Merle T. Green Sr.State Farm Investment Management Corp.
- William G. TaylorTruist Advisory Services, Inc.
- Randall Scott WestTruist Advisory Services, Inc.
- Ashley K. WoolardEdward Jones
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 Williamston, NC?
4 investment adviser representatives are registered at firm offices in Williamston, North Carolina, according to the SEC's Investment Adviser Public Disclosure records. 4 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Williamston?
Truist Advisory Services, Inc., with 2 registered advisors in Williamston, followed by Edward Jones with 1.
How do I check a financial advisor in Williamston?
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.