Financial ADVSR advisor directory · SEC adviser records
Old North State Wealth Management, LLC financial advisors in Wilmington, NC
Every SEC-registered investment adviser representative at a Old North State Wealth Management, LLC office in Wilmington, A to Z.
The short answer
6 registered advisors work at Old North State Wealth Management, LLC in Wilmington, out of 6 at the firm nationwide; it ranks number 22 in the city by advisors. 2 list the CFP designation and 3 are also registered broker representatives.
Old North State Wealth Management, LLC advisors in Wilmington, A to Z
Every Old North State Wealth Management, LLC advisor →- Danielle N. AnnechiaricoAlso a broker rep
- Theodore L. Arnheiter IIIInvestment adviser rep
- Charles R. BucklandPersonal Financial Specialist
- William G. HedrickInvestment adviser rep
- Paul D. KnottCertified Financial Planner, Personal Financial Specialist · Also a broker rep
- David W. ParsonsCertified Financial Planner, Chartered Financial Consultant, Personal Financial Specialist · Also a broker rep
Old North State Wealth Management, LLC advisors in every city and state →Old North State Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
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 Old North State Wealth Management, LLC have in Wilmington?
6 investment adviser representatives are registered at Old North State Wealth Management, LLC 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 3 are also registered as broker representatives.
Is Old North State Wealth Management, LLC one of the largest advisor employers in Wilmington?
Old North State Wealth Management, LLC ranks number 22 in Wilmington by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 39.
How do I check a Old North State Wealth Management, 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 Old North State Wealth Management, 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.