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Financial ADVSR advisor directory · SEC adviser records

Ascendor Wealth, LLC financial advisors in Wilmington, NC

Every SEC-registered investment adviser representative at a Ascendor Wealth, LLC office in Wilmington, A to Z.

The short answer

5 registered advisors work at Ascendor Wealth, LLC in Wilmington, out of 6 at the firm nationwide; it ranks number 25 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Ascendor Wealth, LLC advisors in Wilmington, A to Z

Every Ascendor Wealth, LLC advisor →

Ascendor Wealth, LLC advisors in every city and state →Ascendor Wealth, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Ascendor Wealth, LLC advisors in other cities

Oak Ridge, NC 1

Other firms in Wilmington

All Wilmington advisors →

Wells Fargo Clearing Services, LLC 39Edward Jones 24Merrill Lynch, Pierce, Fenner & Smith Incorporated 21Wells Fargo Advisors Financial Network, LLC 18Commonwealth Financial Network 15Morgan Stanley 14Raymond James Financial Services Advisors, Inc. 14Raymond James & Associates, Inc. 12UBS Financial Services Inc. 12First Citizens Investor Services, Inc. 11Captrust 10Cetera Investment Advisers LLC 10

Questions

How many financial advisors does Ascendor Wealth, LLC have in Wilmington?

5 investment adviser representatives are registered at Ascendor Wealth, LLC offices in Wilmington, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Ascendor Wealth, LLC one of the largest advisor employers in Wilmington?

Ascendor Wealth, LLC ranks number 25 in Wilmington by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 39.

How do I check a Ascendor Wealth, LLC advisor in Wilmington?

Each advisor below links to a profile with their registrations, exams, designations 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 Ascendor Wealth, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.