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Financial ADVSR advisor directory · SEC adviser records

Masonboro Advisors financial advisors in Wilmington, NC

Every SEC-registered investment adviser representative at a Masonboro Advisors office in Wilmington, A to Z.

The short answer

6 registered advisors work at Masonboro Advisors in Wilmington, out of 6 at the firm nationwide; it ranks number 21 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Masonboro Advisors advisors in Wilmington, A to Z

Every Masonboro Advisors advisor →

Masonboro Advisors advisors in every city and state →Masonboro Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Wilmington

All Wilmington advisors →

Wells Fargo Clearing Services, LLC 67Edward Jones 24Wells Fargo Advisors Financial Network, LLC 20Merrill Lynch, Pierce, Fenner & Smith Incorporated 19Commonwealth Financial Network 16First Citizens Investor Services, Inc. 14Raymond James Financial Services Advisors, Inc. 14Morgan Stanley 13Raymond James & Associates, Inc. 13UBS Financial Services Inc. 12Captrust 10Cetera Investment Advisers LLC 10

Questions

How many financial advisors does Masonboro Advisors have in Wilmington?

6 investment adviser representatives are registered at Masonboro Advisors offices in Wilmington, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Masonboro Advisors one of the largest advisor employers in Wilmington?

Masonboro Advisors ranks number 21 in Wilmington by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 67.

How do I check a Masonboro Advisors 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 Masonboro Advisors 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.