Securities brokerage in North Carolina

Raymond James Financial Services is a reputable finance institution located at 5129 Oleander Drive in Wilmington, North Carolina, United States. With a strong commitment to providing personalized and comprehensive financial services, Raymond James is dedicated to helping individuals and businesses achieve their financial goals. From investment planning to retirement solutions, their team of experienced professionals is ready to assist clients with expert advice and tailored financial strategies. Visit Raymond James Financial Services today to start planning for a secure financial future.

Edward Jones - Financial Advisor: Kevin Thompson is a prestigious finance institution located at 10164 Beach Drive Southwest in Calabash, North Carolina, United States. As a trusted financial advisor, Kevin Thompson offers personalized investment and wealth management services to help clients achieve their financial goals. With a commitment to providing top-notch customer service and expert financial advice, Edward Jones - Financial Advisor: Kevin Thompson is the go-to destination for individuals looking to secure their financial future.

Elijah Ochoa - Thrivent is a finance institution located at 609 South New Hope Road in Gastonia, North Carolina, United States. Licensing for insurance products is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional for such matters. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

Leavitt Elite Wealth Management is a leading finance and insurance agency located at 124 South Main Street in Mount Holly, North Carolina, United States. Our dedicated team of professionals is committed to providing personalized financial planning and wealth management services to help our clients achieve their financial goals and secure their future. With a focus on integrity, expertise, and exceptional customer service, we strive to build long-lasting relationships with our clients and help them navigate the complexities of the financial world with confidence and peace of mind. Contact us today to learn more about how we can help you plan for a secure financial future.

Bishop Financial Partners - Ameriprise Financial Services, LLC is a finance institution located at 7930 West Kenton Circle, Huntersville, North Carolina, United States. They specialize in partnering with employers to offer financial education benefits to empower their workforce. Their financial advisors are individually registered in certain U.S. states and offer personalized advice to help clients reach their financial goals. The institution provides an initial consultation to discuss financial planning concepts, but cannot guarantee future financial results. They are a member of FINRA and SIPC, and adhere to strict website rules and regulations for privacy and security. Bishop Financial Partners also offers a financial wellness program for workplaces and provides information on what is driving stock prices and the current bull market rally. Clients can expect to receive a Client Relationship Summary Disclosure and can find background and qualification information on FINRA's BrokerCheck website.

Steven Johnson - Raymond James is a finance institution located at 18141 West Catawba Avenue in Cornelius, North Carolina, United States. With a team of experienced financial advisors, they provide personalized investment strategies, retirement planning, wealth management, and more. Whether you are looking to grow your wealth or plan for the future, Steven Johnson - Raymond James is dedicated to helping you achieve your financial goals.

Fidelity Investments is a renowned financial institution located at 16740 Birkdale Commons Parkway in Huntersville, North Carolina, United States. With a strong reputation for providing top-notch financial services and investment solutions, Fidelity Investments is a trusted name in the finance industry. Whether you are looking to grow your wealth, plan for retirement, or manage your investments, Fidelity Investments offers a wide range of products and services to help you achieve your financial goals. Visit their office in Huntersville today to learn more about how they can help you secure your financial future.

Erin Waller - Financial Advisor at Ameriprise Financial Services, LLC, located at 4521 Sharon Road in Charlotte, North Carolina, offers personalized financial planning services to help clients achieve their goals. Erin provides investment recommendations tailored to individual risk tolerance and goals, and regularly reviews progress to make adjustments as needed. Clients can easily access their accounts and track their progress online. Schedule a complimentary initial consultation to learn more about how Erin can help you secure a confident financial future. Securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Erin Waller is registered in specific states, please refer to FINRA's BrokerCheck website for details. Reach out to Erin today to start discussing your financial priorities.

David Henkel & Bryan Sherrill - Raymond James is a finance institution located at 16810 Kenton Drive in Huntersville, North Carolina, United States. With a strong focus on providing personalized financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, we are here to provide you with the guidance and support you need. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Lacey Harris is a Client Support Associate at Ameriprise Financial Services, LLC located at 300 South Tryon Street in Charlotte, North Carolina, United States. Lacey Harris can only conduct securities business with residents of certain states where she is properly registered. The institution offers consultations on financial planning concepts, though no written analysis or recommendations will be provided during the initial consultation. Ameriprise Financial cannot guarantee future financial results. The institution is a member of FINRA and SIPC. Clients can expect a high level of privacy and security when working with Ameriprise Financial Services, LLC. Feel free to refer friends or family members to Lacey Harris for assistance in achieving their financial goals.

Blue Cardinal Wealth Solutions, located at 13830 Ballantyne Corporate Place in Charlotte, North Carolina, is a finance institution under Ameriprise Financial Services, LLC. Recognized as one of the Forbes Best-in-State Wealth Management Teams for 2024, our team believes in the importance of having a solid financial plan in place for tomorrow. We work with successful families and businesses to identify their goals and take measured steps towards achieving them, whether it be funding education, leaving a legacy, or planning for retirement. Our experienced advisors are dedicated to helping clients navigate the financial landscape and make informed decisions. If you have questions or would like to schedule a complimentary initial consultation, please get in touch. Visit our website for background and qualification information, and remember that Ameriprise Financial Services, LLC. is a member of FINRA and SIPC. Let's work together to secure your financial future.

National Financial Services Group is a leading finance institution located at 200 Providence Road in Charlotte, North Carolina, United States. With a strong focus on providing top-notch financial services, our institution offers a wide range of products and solutions to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized and innovative financial solutions to our clients. Whether you are looking for investment advice, retirement planning, or wealth management services, National Financial Services Group is here to help you navigate the complex world of finance. Visit us today to learn more about how we can assist you in achieving financial success.

Michael Shaw - Morgan Stanley is a finance institution located at 6805 Carnegie Boulevard in Charlotte, North Carolina, United States. With a strong reputation for excellence and expertise in the financial industry, Michael Shaw - Morgan Stanley offers a wide range of services to help clients achieve their financial goals. Whether you are looking for investment advice, wealth management, or retirement planning, the team at Michael Shaw - Morgan Stanley is dedicated to providing personalized solutions tailored to your unique needs. Trust in their experience and knowledge to help you navigate the complexities of the financial world and secure a prosperous future.

Scott H. Angel is a finance institution located at 128 South Tryon Street in Charlotte, North Carolina, United States. As a part of First Citizens Investor Services, Inc., Scott H. Angel offers strength, stability, and consistency in delivering customized financial advice to help clients achieve their goals. Whether you need assistance with creating a comprehensive financial plan, integrating personal and business strategies, establishing security for your family, protecting assets, or planning your estate, Scott H. Angel can provide personalized attention and expertise. Their team of investment professionals is dedicated to helping clients navigate the complexities of financial planning and ensuring their intentions are fulfilled. Visit their website or FINRA BrokerCheck for more information on their services and professional designations.

Morgan Stanley Financial Advisors is a renowned finance institution located at 6340 Quadrangle Drive in Chapel Hill, North Carolina, United States. With a team of experienced and knowledgeable financial advisors, they offer a wide range of services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Morgan Stanley Financial Advisors can provide personalized solutions tailored to your specific needs. Trust in their expertise and experience to guide you towards a secure financial future.

Jimmy R Dooley, a financial advisor at Ameriprise Financial Services, LLC, located at 125 Millstone Drive in Hillsborough, North Carolina, offers personalized financial advice to help individuals prepare for their future goals. Whether it's saving for college, planning for retirement, or making smart investments, Jimmy takes the time to understand what is truly important to each client. By providing tailored financial advice, clients can feel more confident and in control of their financial lives. If you have questions or would like to schedule a complimentary initial consultation, get in touch with Jimmy. Background and qualification information is available on FINRA's BrokerCheck website. The institution also provides a Client Relationship Summary Disclosure for transparency.

Edward Jones - Financial Advisor: Evan Springfield-Cobb is a trusted financial institution located at 430 Davis Drive in Morrisville, North Carolina. As a dedicated financial advisor, Evan Springfield-Cobb provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a comprehensive range of financial solutions tailored to each individual's needs. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Evan Springfield-Cobb is committed to helping you navigate the complexities of the financial world and make informed decisions for a secure financial future.

Edwards Brawley is a financial advisor at Ameriprise Financial Services, LLC located at 2500 Regency Parkway in Cary, North Carolina, United States. With a focus on your individual goals and risk tolerance, he provides investment recommendations and portfolio analysis to help you achieve your financial objectives, whether it be retirement, education, or a major purchase. Regular meetings are scheduled to review your progress and adjust your approach as needed. You can access your investments and accounts from any device, securely track your progress, and receive personalized guidance along the way. For those interested in learning more about Edwards Brawley's services, a complimentary initial consultation can be scheduled to discuss financial planning concepts and goals. Ameriprise Financial Services, LLC offers investment products and services, with securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Residents of states where the advisor is properly registered can conduct securities business with Edwards Brawley.

Merrill Lynch Financial Advisor Marvin J Carver is a reputable finance institution located at 1414 Raleigh Road in Chapel Hill, North Carolina, United States. With years of experience and expertise in the financial industry, Marvin J Carver provides personalized financial advice and services to help individuals and businesses achieve their financial goals. Whether you are looking to invest, save for retirement, or plan for the future, Merrill Lynch Financial Advisor Marvin J Carver is dedicated to providing you with the guidance and support you need to secure your financial future.

Mitch Twiddy - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1780 Heritage Center Drive in Wake Forest, North Carolina, United States. Mitch Twiddy is a registered financial advisor who offers services to residents in states where he is properly registered. The institution provides a Client Relationship Summary Disclosure and background and qualification information can be found on FINRA's BrokerCheck website. The initial consultation offers an overview of financial planning concepts, although written analysis and recommendations are not provided. Ameriprise Financial cannot guarantee future financial results. Users of the website are bound by the Ameriprise Financial Website Rules and Regulations. The institution is a member of FINRA and SIPC. Clients can expect personalized financial advice and assistance in achieving their financial goals. The institution also offers a Privacy and Security Center, Online Security Guarantee, and information about email fraud.

LLG Financial is a leading finance and insurance agency located at 2840 Plaza Place in Raleigh, North Carolina, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions and insurance options to meet the unique needs of our clients. Whether you are looking to plan for your future, protect your assets, or secure your family's financial well-being, LLG Financial is here to help. Contact us today to schedule a consultation and see how we can assist you in achieving your financial goals.

Melinda Poulton - Thrivent is a finance institution located at 5540 Centerview Drive in Raleigh, North Carolina, United States. The institution is licensed in multiple states including AK, AL, AZ, CA, and more (see full list above). Thrivent offers financial advice and guidance through its Financial Planning Framework, with the option for clients to engage in Dedicated Planning Services for a fee. Thrivent does not provide legal, accounting, or tax advice and recommends consulting with a professional in those areas. Insurance products issued by Thrivent are available in some states, and securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors are authorized to provide investment advisory services. For more information on Thrivent's financial advisors and professional designations, visit their website or FINRA's Broker Check.

Hopper Financial Group is a reputable accounting, finance, and insurance agency located at 314 West Millbrook Road in Raleigh, North Carolina, United States. With a team of experienced professionals, we provide top-notch financial services to individuals and businesses in the area. Whether you need help with taxes, investments, or insurance coverage, our dedicated team is here to assist you every step of the way. Trust Hopper Financial Group to help you achieve your financial goals and secure your future.

BrightWealth Management - Ameriprise Financial Services, LLC, located at 2501 Blue Ridge Road in Raleigh, North Carolina, is a finance institution dedicated to helping clients stay on track with their financial goals, especially during changing market conditions. Recognized as one of Forbes Best-in-State Wealth Management Teams in 2024, our team offers personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. We work closely with clients to document their goals, regularly review progress, and adjust strategies as life changes. Clients can easily access their investments and accounts from any device, track progress towards goals, and securely share information with us. Our team provides personalized advice to help clients achieve financial goals, offering recommendations for a diversified portfolio and solutions to protect against uncertainty. Ameriprise financial advisors are registered to do business in certain U.S. states, and clients can refer to FINRA's BrokerCheck website for additional details. We offer complimentary initial consultations to discuss what is most important to each client, providing an overview of financial planning concepts without written analysis or recommendations. While we cannot guarantee future financial results, we are committed to helping clients feel confident, connected, and in control of their financial lives.

Raymond James Financial Services is a renowned finance institution located at 3110 Edwards Mill Road in Raleigh, North Carolina, United States. With a strong reputation for providing top-notch financial services, Raymond James offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Whether you are looking for retirement planning, investment advice, or estate planning services, the experienced professionals at Raymond James are dedicated to helping you make informed decisions and secure your financial future. Visit their office in Raleigh today to learn more about the personalized financial services they offer.

Edward Jones - Financial Advisor: Victoria L Johnston, CFP® is a reputable finance institution located at 2245 Gateway Access Point in Raleigh, North Carolina, United States. As a Certified Financial Planner, Victoria L Johnston provides expert financial advice and services to help clients achieve their financial goals. With a focus on personalized service and tailored financial plans, clients can trust Edward Jones to provide comprehensive and reliable financial guidance.

Grant Chaney is a dedicated financial advisor at RBC Wealth Management, located at 3800 Glenwood Avenue in Raleigh, North Carolina. With years of experience in the finance industry, Grant is committed to helping clients achieve their financial goals and secure their future. Whether you are looking to plan for retirement, invest in the stock market, or create a comprehensive financial strategy, Grant Chaney is here to provide expert guidance and personalized solutions. Trust Grant Chaney at RBC Wealth Management to help you navigate the complexities of the financial world and make informed decisions for your financial well-being.

RHO Group - Morgan Stanley is a prestigious finance institution located at 3800 Glenwood Avenue in Raleigh, North Carolina, United States. As a branch of the renowned Morgan Stanley, RHO Group offers a wide range of financial services and expertise to individuals, businesses, and institutions. With a team of experienced professionals, RHO Group - Morgan Stanley is committed to providing top-notch financial solutions and guidance to help clients achieve their goals and secure their financial future.

Merrill Edge is a leading financial institution located at 321 Oberlin Road in Raleigh, North Carolina, United States. With a focus on providing top-notch investment and wealth management services, Merrill Edge offers a wide range of financial products and solutions to help clients achieve their financial goals. From retirement planning to investment strategies, Merrill Edge's team of experienced professionals are dedicated to helping clients make informed decisions and secure their financial future. Visit Merrill Edge today to learn more about how they can help you navigate the complex world of finance.

Thomas Giroux is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 3720 Benson Drive in Raleigh, North Carolina, United States. Thomas Giroux offers financial planning services and may only conduct securities business with residents of states in which he is properly registered. Clients can schedule a complimentary initial consultation to discuss their financial goals and receive an overview of financial planning concepts. Background and qualification information for Thomas Giroux can be found on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and cannot guarantee future financial results. Clients can expect personalized service and a focus on what is most important to them. For more information on corporate entities, disclosures, website rules and regulations, privacy and security, and email fraud, clients can visit the Ameriprise Financial website. Referrals are welcomed, and Thomas Giroux looks forward to helping friends and family members achieve their financial goals.