Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Wilson, NC
Every SEC-registered investment adviser representative at a firm office in Wilson, with the firms that employ the most of them.
41 registered advisors work in Wilson; the most are at Merrill Lynch, Pierce, Fenner & Smith Incorporated (15). 4 list the CFP designation and 41 are also registered broker representatives.
Firms with the most advisors in Wilson
Advisors in Wilson, A to Z
CFP advisors in Wilson →- Mark W. AnthonyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Tom P. Bardin Jr.Equitable Advisors, LLC
- Jerri Lynn W. BattsEquitable Advisors, LLC
- Katherine P. BellamyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Larry O. BlairMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Garrett M. BrowderEdward Jones
- Wesley G. BrownEdward Jones · Chartered Financial Consultant
- Gentry R. BuchanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Christopher L. CollinsEdward Jones
- Gordon P. DavisMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jacob M. DavisMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Stephanie H. DavisMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Dana F. DawsonCredit Union Investment Services
- Kenan De RoziereMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Robert M. EdmondsonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Albert W. FaberLPL Financial LLC · Certified Financial Planner
- Marcus FieldingWells Fargo Clearing Services, LLC
- Crystal B. HardeeWells Fargo Clearing Services, LLC
- Sheila Hernandez-CalzadaWells Fargo Clearing Services, LLC
- Kenneth F. HillMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Charles H. HoffmanEdward Jones · Chartered Financial Consultant
- Kim B. HoffmanEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Garland R. Homes Jr.Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Danusia G. HoneycuttEdward Jones
- Leigh Anne W. JacksonEdward Jones
- Shamik A. JarrettMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Tyler W. JohnsEdward Jones
- Colin R. LeisyCetera Investment Advisers LLC · Certified Financial Planner
- Carlos A. MartinezMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Edward S. MonaghanCapital Investment Advisory Services, LLC
- Randy R. MooreheadLevel Four Advisory Services
- Justin T. MurrayState Farm Investment Management Corp.
- Michael S. PateCredit Union Investment Services
- Mary E. SargentLevel Four Advisory Services
- Logan M. SavageAmeriprise Financial Services, LLC
- Jason M. TaylorRaymond James Financial Services Advisors, Inc.
- Philip H. ThompsonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jake A. WetheringtonAmeriprise Financial Services, LLC
- Michael T. WetheringtonAmeriprise Financial Services, LLC
- Elvie L. White IVMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Susan N. Worrell-BridgersEdward 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 Wilson, NC?
41 investment adviser representatives are registered at firm offices in Wilson, North Carolina, according to the SEC's Investment Adviser Public Disclosure records. 41 of them are also registered as broker representatives, and 4 list the CFP designation.
Which firm has the most financial advisors in Wilson?
Merrill Lynch, Pierce, Fenner & Smith Incorporated, with 15 registered advisors in Wilson, followed by Edward Jones with 9.
How do I check a financial advisor in Wilson?
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.