Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Willow Spring, NC
Every SEC-registered investment adviser representative at a firm office in Willow Spring, with the firms that employ the most of them.
4 registered advisors work in Willow Spring; the most are at Strategic Advisers LLC (3). 1 list the CFP designation and 3 are also registered broker representatives.
Firms with the most advisors in Willow Spring
| Firm | Advisors in Willow Spring |
|---|---|
| Strategic Advisers LLC | 3 |
| Fortitude Financial Planning LLC | 1 |
Advisors in Willow Spring, A to Z
CFP advisors in Willow Spring →- Elliot BrodfuehrerStrategic Advisers LLC
- Ryan K. CarpenterStrategic Advisers LLC
- Lindsy P. LassereStrategic Advisers LLC
- Travis D. TracyFortitude Financial Planning 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 Willow Spring, NC?
4 investment adviser representatives are registered at firm offices in Willow Spring, North Carolina, according to the SEC's Investment Adviser Public Disclosure records. 3 of them are also registered as broker representatives, and 1 list the CFP designation.
Which firm has the most financial advisors in Willow Spring?
Strategic Advisers LLC, with 3 registered advisors in Willow Spring, followed by Fortitude Financial Planning LLC with 1.
How do I check a financial advisor in Willow Spring?
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.