Business List: Financial Consultant in Durham, NC, USA

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TIAA Financial Services 300 W Morgan St Ste 130 Durham, NC 27701
87726xxxx5 acc******************@t***.org
Crunch Time Tax 421 Fayetteville St Ste 1600 Raleigh, NC 27601
91999xxxx4
Zm Financial Systems Inc 501 Eastowne Dr Ste 130, Chapel Hill, NC 27514 91949xxxx9
Allworth Financial 91928xxxx0 inf*@t************.org 5222 48
Freeman Taylor 6511 Creedmoor Rd Ste 103, Raleigh, NC 27613 91978xxxx0
V Finance Investments Inc 1819 Cedar St, Durham, NC 27707 91948xxxx6
Edward Jones - Financial Advisor: Mackenzie P Davis 2344 Operations Dr Ste 103, Durham, NC 27705 91938xxxx0
Advising Academics
Homeland Consulting Group 3626 Shannon Rd Durham, NC 27707
91967xxxx7 joh*@h**********************.com
RBC Capital Markets 2313 E Nc Highway 54, Durham, NC 27713
91940xxxx8 a.p****@r****.com
Block Advisors 1130 Kildaire Farm Rd Ste 115 Cary, NC 27511
91946xxxx2 aar**@b************.com 4.7 93
Conover, Curtis 317 W Barbee Chapel Rd, Chapel Hill, NC 27517
61726xxxx7 abc***@u**.com
Nicholson, Elizaeth Anne, AGT 1415 W Nc Highway 54, Durham, NC 27707
91940xxxx1 dns*****@a***.com
Carolina Financial Inc 217 Providence Rd, Chapel Hill, NC 27514
91992xxxx8 jan**@c****************.com
Mehdi CPA, PLLC 5408 Glorietta Cir, Raleigh, NC 27613
91955xxxx7 inf*@a*****.com 5 4
VIP Capital Funding 200 Park At North Hills St Raleigh, NC 27609
80073xxxx4 car***@v****************.com 5 9 2.3 3
Elizabeth Anne Nicholson - Financial Advisor, Ameriprise Financial Services, LLC 1415 W, NC-54 Ste 115, Durham, NC 27707
91940xxxx1 dns*****@a***.com 5.01
Edward Jones - Financial Advisor: Brian M Price 9101 Leesville Rd Ste 123, Raleigh, NC 27613 91984xxxx7
Wells Fargo Advisors 3100 Tower Blvd Ste 1500, Durham, NC 27707
91949xxxx0 a-w***************@w*****************.com
Personal Finances Management 1525 E Franklin St Ste 5B, Chapel Hill, NC 27514
91993xxxx2 lin**@d*******************.com
Fidelity Investments 7011 Fayetteville Rd Ste 110, Durham, NC 27713
80098xxxx4 a61****@f*******.com 3.9 20 320326
MSH Consultant Group Hillsborough, NC 27278
91920xxxx8 joh*@m****.com 2 2
H&R Block 4532 Capital Blvd Raleigh, NC 27604
91987xxxx5 aab***@h******.com 1.8 5 554663 20908
Edward Jones - Financial Advisor: Antoine L Randall 2600 Carver St, Durham, NC 27705
91947xxxx9 a.j*********@e**********.com
Larry, D Giles EA 1050 Bellenden Dr, Durham, NC 27713
91976xxxx9 lar*******@u*********.com
H&R Block 1212 Raleigh Rd Chapel Hill, NC 27517
91994xxxx5 aab***@h******.com 4.5 53 2.3 3 553918 22548 550000
New England Financial Serving theDurham Area 91940xxxx0
Luca Partners 240 Leigh Farm Rd Ste 400B, Durham, NC 27707
91940xxxx2 ain***********@n*.com
NTC Services 3622 Lyckan Pkwy, Durham, NC 27707
91941xxxx9 3 2 3 2
Jo G Holloman, CPA 1005 Bullard Ct Ste 104 Raleigh, NC 27615
91986xxxx0 1 1
H&R Block 1461 Publix Pointe Kelly Rd 1461 Kelly Rd Publix Pointe Apex, NC 27502
91936xxxx7 aab***@h******.com 553918 22548 550000
Thomason Financial SVC Llc 1502 W North Carolina 54 # 501, Durham, NC 27707
91933xxxx4 geo***@t*********.com 4.36
PLS Financial 1007 N Miami Blvd, Durham, NC 27703
91953xxxx7 aar**@p*****.com 4.5 102 11586 540
Ams Financial Consulting Service 214 Oval Park Pl, Chapel Hill, NC 27517 91996xxxx3 4
Instant Tax Attorney 150 Fayetteville St, Raleigh, NC 27601
86660xxxx3 ali**@i******************.com 2030 197
Capital Planning Associates 9821 Karcia Ct, Raleigh, NC 27617 91984xxxx4
D's Tax & Financial Services Inc 2905 Guess Rd Ste 4, Durham, NC 27705
91947xxxx3 adm**@w*************.com
Clark, Cynthia 1414 Raleigh Rd, Chapel Hill, NC 27517
91942xxxx7 ale*********@m*.com
Tax Defense Network 1340 Environ Way, Chapel Hill, NC 27517
91923xxxx4 bec*******@t****************.com
H&R Block 4215 University Dr Durham, NC 27707
91940xxxx2 aab***@h******.com 2.3 4 553919 22549 550000
JD Wealth Services Morrisville, NC 27560
91970xxxx5
Credit and Financial Consulting 806 Green Valley Rd, Greensboro, NC 27408 33698xxxx2
Thrivent Financial 3100 Tower Blvd, Durham, NC 27707
91948xxxx5 aar************@t*******.com
Edward Jones - Financial Advisor: Mary-Charles Nassif 3620 Shannon Rd Ste 100, Durham, NC 27707
91941xxxx1 a.j*********@e**********.com
i3 Global Services Durham, NC 27709
91941xxxx6 joh*@m*****.com 5 5
Holmes Investment 112 W Main St, Durham, NC 27701 91956xxxx4
Raymond Wong Amerprise Financial Services Inc 1829 E Franklin St, Chapel Hill, NC 27514
91992xxxx5 dns*****@a***.com
Tax and QB Guru 800 Offices Park Dr Ste 3318 RTP, NC 27709
25235xxxx1 con****@t***********.com 5 77 5 1 5 9 54
Edward Jones 9101 Leesville Rd Ste 123, Raleigh, NC 27613
91984xxxx7 a.j*********@e**********.com 85323
Collins Financial Advisors and Concurrent Advisors
North Star Resource Group 2525 Meridian Pkwy, Durham, NC 27713
91990xxxx7 aar*********@n*****************.com
QMS Capital Management LP 240 Leigh Farm Rd Ste 450, Durham, NC 27707
91949xxxx1 a44*************************************@c******.gandi
H&R Block 11216 Capital Blvd Wake Forest, NC 27587
91957xxxx0 aab***@h******.com 1.1 9 553919 22549 550000
Milestone Investment Management 2530 Meridian Pkwy, Durham, NC 27713 91980xxxx4
Delegate Advisors 1330 Environ Way, Chapel Hill, NC 27517
91993xxxx0 aha**@d***************.com
Edward Jones - Financial Advisor: Joe Spendley 5105 Grace Park Dr, Morrisville, NC 27560
91946xxxx8 a.j*********@e**********.com 5 2
Clements Kyle 137 E Franklin St Ste 200, Chapel Hill, NC 27514 91991xxxx2
Soji & Associates 123 W Main St, Durham, NC 27701 91953xxxx0
Cox Accounting & Financial Services 4030 Wake Forest Rd 300 Ste 300 Raleigh, NC 27609
91961xxxx8 5 5
Syke Investment Solutions Raleigh, NC 27615
91980xxxx2 jwh***@s**********************.com
Thomas, John S 3020 Pickett Rd, Durham, NC 27705 91940xxxx8
Quantum Capital 1911 Hillandale Rd, Durham, NC 27705
91938xxxx6 abl***@q*************.com
Express Tax Service 3201 Yorktown Ave Suite 217 B, Durham, NC 27713 91959xxxx4
Financial Tailor 331 W Main St #502, Durham, NC 27701
91924xxxx7 ben@f**************.com 5.02
Raymond James 54 E 1380 Envrion Way, Chapel Hill, NC 27517
91991xxxx0 aar************@r***********.com
Cardinal Retirement Planning, Inc.
91943xxxx4 ane***@p***************.com 5 2
Edward Jones - Financial Advisor: Eddie Williamson 1526 E Franklin St Ste 104, Chapel Hill, NC 27514 91996xxxx0
Morgan Creek Capital Management 301 W Barbee Chapel Rd, Chapel Hill, NC 27517
91993xxxx8 abr*****@m*************.com
Cadence Trading Strategies 2306 Becketts Ridge Dr, Hillsborough, NC 27278 91964xxxx4
Zelken Financial Services
zel************@g****.com 8
Edward Jones - Financial Advisor: Alex Rankin 900 Broad St A, Durham, NC 27705
91931xxxx5 a.j*********@e**********.com 87483 100000
Galloway Tax Express Winston-Salem, NC 27107
33670xxxx2 baf*****************************@s*****.wixpress
Richard Rand - UBS Financial Services Inc. 317 W Barbee Chapel Rd, Chapel Hill, NC 27517
91991xxxx4 abc***@u**.com
Accurate Tax 404 Hunt St Ste 120 Durham, NC 27701
91928xxxx0 fil***@g******.com
National Investment 4515 N Roxboro St, Durham, NC 27704 91990xxxx7
R Joor, Susan 5000 Valleystone Dr, Cary, NC 27519
80056xxxx4 ale*********@m*.com
Lincoln Financial Group 104 S Estes Dr Ste 201A, Chapel Hill, NC 27514
91992xxxx7 aar********@l**.com
Kema Advisors Inc 209 E Tryon St, Hillsborough, NC 27278
91727xxxx5 lmi****@k***********.com
Advanced Financial Concepts 8404 Six Forks Rd Ste 204 Raleigh, NC 27615
91984xxxx1 bri***@a*******************.com 316 331
Fidelity Investments - Corporate Office 7133 Louis Stephens Dr, Morrisville, NC 27560
80034xxxx8 a61****@f*******.com
Cpgti Erwin Mill 2024 W Main St, Durham, NC 27705
91928xxxx8
Insightt Cary, NC 27519 91927xxxx1
H&R Block 90 Lowes Dr Ste 104 Pittsboro, NC 27312
91954xxxx0 aab***@h******.com 553919 22549 550000
H&R Block 926 US Hwy 64 Lake Pine Plz Apex, NC 27523
91946xxxx2 aab***@h******.com 1 1 553918 22548 550000
Sycamore Financial Planning 1005 Slater Rd Ste 320, Durham, NC 27703
91921xxxx7 ans***@s************************.com
Northwestern Mutual 6320 Quadrangle Dr Ste 360, Chapel Hill, NC 27517
91949xxxx9 a.-***********@n*****************.com 106957 16137 107000
Intersouth Partners VII, LP 102 City Hall Plz, Durham, NC 27701
91949xxxx0 bon***@i*********.com
421 HR & Payroll Services Durham, NC 27705 91962xxxx1 x22********@g*****************.business 5 1
Primerica 2726 Croasdaile Dr Ste 105, Durham, NC 27705
91924xxxx7 bby*********@p********.com 147656 4078
Pearl Wealthcare Services 1502 W Nc Highway 54, Durham, NC 27707
91949xxxx9 aba****@c*************.com 465
DCG-Finance 104 City Hall Plz,, Durham, NC 27701 91956xxxx8
Hutchison Co 1200 Broad St # 205, Durham, NC 27705
91928xxxx4 phu***@h***************.com
Gordon Asset Management 4721 Emperor Blvd Ste 250, Durham, NC 27703
86621xxxx0 art************@w*******.com 30 37
Wells Fargo Advisors 129 S Estes Dr, Chapel Hill, NC 27514
91996xxxx1 a-w***************@w*****************.com 189210
Ebony Enterprise Multi-Business 3434 Kildaire Farm Rd, Ste 135-709 Cary, NC 27518
91988xxxx6 5 1
The Potter Financial Group 1816 Front St Ste 220, Durham, NC 27705
91938xxxx1 cha******@p*******************.com
Integrated Life & Financial Planning 819 Huntsman Dr, Durham, NC 27713
91986xxxx2 jsb******@i****.com
Robert F Naples CLU RHU ChFC AAI LUTCF 24 Warbler Ln Durham, NC 27712
91947xxxx8 jls****@r****************.com 55
The Real Estate CPA 404 Latimer Rd Raleigh, NC 27609
20245xxxx4 con****@t***************.com 1900
Alexander Financial Services - Northwestern Mutual 240 Leigh Farm Rd #400, Durham, NC 27707
91940xxxx1 web******@n*****************.com
Stifel the Founders Group 1414 Raleigh Rd, Chapel Hill, NC 27517
98436xxxx0 4438 4900
Morgan Stanley Wealth Management 6340 Quadrangle Dr, Chapel Hill, NC 27517
91949xxxx3 acm***********@m************.com
Whitehurst Strategic Partners 4909 Unicon Dr Wake Forest, NC 27587
91948xxxx0 adm**********@w***********.com 5 1 5 34 2484 33 2600
Edward Jones 2344 Operations Dr Ste 103, Durham, NC 27705
91938xxxx0 a.j*********@e**********.com
Mumford, Michael 1414 Raleigh Rd, Chapel Hill, NC 27517
91942xxxx0 ale*********@m*.com
HME Consulting, Inc. 1000 Park Forty Plz, Durham, NC 27713
91980xxxx0 aar*************@h**.com
Smith Advisor Group Pittsboro, NC 27312
91990xxxx7 ebe*@e*******.com 5 2 15
Diamond Financial Consulting Raleigh, NC 27612
86648xxxx1 con****@d*************************.com
Wealth Management Consultants Wealth Management Consultants 213 Edgewater Cir, Chapel Hill, NC 27516 91930xxxx2
Edward Jones - Financial Advisor: Nick Seligman, CFP® 3710 University Dr Ste 305, Durham, NC 27707
91938xxxx5 a.j*********@e**********.com 85343
Perpetual Business Solutions Durham, NC 27703
98432xxxx7
Team Wealth Investments 1525 E Franklin St Ste 5B, Chapel Hill, NC 27514
91994xxxx5 lar**@t********************.com
SAVVY Selma, NC 27576
91935xxxx1 inf*@i****************.com 59
United Capital 308 W Rosemary St, Chapel Hill, NC 27516
91996xxxx7 abd****************@u*******.com
Quality Jones 4801 Glenwood Ave Ste 284 Raleigh, NC 27612
80084xxxx1 a18*****************************@s*****.wixpress
Financial Symmetry 5438 Wade Park Blvd Ste 310 Raleigh, NC 27607
91985xxxx0 abe****@f****************.com 4.6 8 5 2 196
Edward Jones - Financial Advisor: Tom Struckmeyer 960 Corporate Dr, Hillsborough, NC 27278
91964xxxx6 a.j*********@e**********.com
Lincoln Financial Group 10706 Chapel Hill Rd, Morrisville, NC 27560 91938xxxx6
Civic Business Financing, Inc 8801 Fast Park Dr, Raleigh, NC 27617
88836xxxx5 civ**********@m***.com
C F Funding and Investments 2941 Springsweet Ln Apt 11, Raleigh, NC 27612 91953xxxx9
Premier Advisor Group 3313 Ridge Rd, Durham, NC 27705
91938xxxx7 jra****@p******************.com
Jil Enterprises PA 3101 Poplarwood Ct Ste 230 Raleigh, NC 27604
91987xxxx0 chr******@j*****.com 137 2
Kohlhepp Investment Advisors LTD 1701 Curtis Rd, Chapel Hill, NC 27514 21534xxxx7
Unique Investments Nc 2901 Bertland Ave Apt 1226, Durham, NC 27705 91942xxxx3
B & A Financial Services 1530 N Gregson St Ste 3F, Durham, NC 27701
91928xxxx6 r.b*****@o*********************.com 89
Kellene Catron - Western & Southern Life 1001 Windtead Dr Ste 385 Cary, NC 27513
91923xxxx9 abc*******@w**************.com 14749 488 15000
Primerica 5417 S Miami Blvd, Durham, NC 27703
91994xxxx8 a.-*******************@p********.com
Edward Jones - Financial Advisor: Craige Summers, CFP®|ChFC®|CLU® 2200 W Main St a160, Durham, NC 27705
91995xxxx9 a.j*********@e**********.com 5 2 87483 100000
H&R Block 3823S Guess Rd Ste S Durham, NC 27705
91947xxxx3 aab***@h******.com 4.7 140 1 4 553918 22548 550000
Adventure Boot Camp 625 Downpatrick Ln, Raleigh, NC 27615
71474xxxx1 bre********@b***********.com
Thrivent Financial
Lyons, Regis B 604 Derby Ct, Durham, NC 27707 91949xxxx6
Evolution For Success 10840 Bedfordtown Dr, Raleigh, NC 27614
91974xxxx9 jam**@e******************.com 5 1
Cjc Financial Solutions IncLLC 1921 N Pointe Dr Ste 270, Durham, NC 27705 91990xxxx0
C.E. Thorn, CPA 3725 National Dr Ste 225 Raleigh, NC 27612
91942xxxx2 ale@c*************.com 3.7 3 759
The Advancement Agency 8801 Fast Park Drive Suite 301, Raleigh, NC 27617 91957xxxx2
Edward Jones 3805 University Dr Ste C, Durham, NC 27707 91941xxxx0
Acme Financial Consulting 1300 S Miami Blvd, Durham, NC 27703
80094xxxx4
Lyons Den Capital 5003 Southpark Dr Ste 210, Durham, NC 27713 91931xxxx9
Pearl Wealthcare Services Inc 4705 University Dr Ste 100, Durham, NC 27707 91949xxxx6
B & A Financial Services 3805 University Dr Unit B, Durham, NC 27707
91928xxxx6 r.b*****@o*********************.com 4.9 32 88
16
Redman Tax & Consulting 1 Otters Run Durham, NC 27712
91972xxxx1 red***@r********.com
MKS Wealth Management 3710 University Dr Ste 130, Durham, NC 27707
91940xxxx1 con****@m********.com
Clapsaddle Financial Coaching Serving theDurham Area 91980xxxx0
H&R Block 3116 Hillsborough St Ste 101 Raleigh, NC 27607
91983xxxx2 aab***@h******.com 4.6 59 3.8 4 554662 20908
Aht Inc 2530 Meridian Pkwy, Durham, NC 27713
91980xxxx1 aar*********@w*****.com 2807 712
Luster Tax Consulting 5540 Centerview Dr Ste 200 Raleigh, NC 27606
91996xxxx0 c***@0*****.top
Edward Jones - Financial Advisor: Ryan S Kelly, CFP® 7806 Nc Highway 751 Ste 140, Durham, NC 27713
91957xxxx0 a.j*********@e**********.com 85343
Baker Wealth Advisors 2828 Pickett Rd Suite 100, Durham, NC 27705
91932xxxx3
Edward Jones - Financial Advisor: Tom Holtz 1516 E Franklin St Ste 202, Chapel Hill, NC 27514
91990xxxx0 a.j*********@e**********.com 85343
Edward Jones - Financial Advisor: Emily L Crum 2816 Erwin Rd Ste 109, Durham, NC 27705
91938xxxx5 a.j*********@e**********.com
Carolina Wealth Stewardship Group 2741 Campus Walk Ave, Durham, NC 27705
91988xxxx0 ada*@s***************.com 5 11 1362 4 1300
AXA Advisors LLC 1 Park Drive, Durham, NC 27709
91931xxxx0
Aurora Funds 2525 Meridian Pkwy, Durham, NC 27713
91948xxxx0 ada******@a**********.com
Raymond James Financial Services 3100 Tower Blvd, Durham, NC 27707
80068xxxx4 aar************@r***********.com
Fulbright Financial Consulting, PA 5302 NC-55 #104, Durham, NC 27713
91954xxxx8 edf@m*******.com 5 20 142 143
NCTAXCPA 800 Park Office Dr, Morrisville, NC 27560
98024xxxx5 ast****@a*********.com 25
Edward Jones - Financial Advisor: Andrew L Metz 2451 Croasdaile Farm Pkwy Ste 103, Durham, NC 27705
91947xxxx9 a.j*********@e**********.com 5 3
Holden Moss Knott Clark & Copley 8305 Six Forks Rd Ste 101 Raleigh, NC 27615
91984xxxx9 adm**@h*********.com 107 11 108
Miami North Office Associates 4426 S Miami Blvd, Durham, NC 27703 91994xxxx0
Morgan Creek Capital Management 321 W Barbee Chapel Rd, Chapel Hill, NC 27517
91994xxxx6 abr*****@m*************.com
Northwestern Mutual 240 Leigh Farm Rd Ste 400, Durham, NC 27707
91940xxxx3 soc***@n*****************.com 106959 16137 107000
Tri Pillar Investments 5726 Fayetteville Rd, Ste 202, Durham, NC 27713 91949xxxx0
Daye & Webster Accounting 4364 S Alston Ave Fl 3 Durham, NC 27713
91980xxxx1 inf*@d********.com 4
Raymond James Financial Services 6500 Creedmoor Rd Suite 214, Raleigh, NC 27619
91980xxxx2 aar************@r***********.com 17356
Byrd, Alisha 1414 Raleigh Rd, Chapel Hill, NC 27517
91942xxxx4 ale*********@m*.com
Fulbright Financial Consulting Serving theDurham Area
91979xxxx1 edf@m*******.com 5 21 141
Edward Jones - Financial Advisor: Mackenzie P Davis 404 Hunt St Ste 130, Durham, NC 27701 91928xxxx2
Edward Jones 6011 Fayetteville Rd Ste 106, Durham, NC 27713
91954xxxx2 a.j*********@e**********.com
Instant Tax Attorney 201 W Main St, Durham, NC 27701
87730xxxx0 ali**@i******************.com 2096 197 2200
Kor Financial Raleigh, NC 27610
91963xxxx0
Shefte Land Investments 1290 Fordham Blvd, Chapel Hill, NC 27514 91996xxxx3
Financial Planning Education Center 97501 Franklin Rdg, Chapel Hill, NC 27517 91996xxxx9
Joshua Scott - TIAA Financial Consultant 5425 Page Rd Suite 220, Durham, NC 27703
86690xxxx4 ama******@t***.org 5 1
McDonald, Franklin 1414 Raleigh Rd, Chapel Hill, NC 27517
91942xxxx9 ale*********@m*.com
JBA Tax and Accounting 2500 Regency Pkwy, Cary, NC 27518
91986xxxx1 dat*****************@i****.de 4.6 22 4.2 10 181 185
J Hartwell Garrett CPA 3200 Croasdaile Dr Ste 501, Durham, NC 27705 91938xxxx6
ETC Group Serving theDurham Area
91996xxxx3 aim**@e*******.org
Cooke, Frederick 317 W Barbee Chapel Rd, Chapel Hill, NC 27517
91991xxxx2 abc***@u**.com
CP&A Tax Services Company 1144 Executive Cir Cary, NC 27511
84462xxxx5 cev***@c********************.com 865 3100
Premier Advisor Group 3100 Tower Blvd Ste 810, Durham, NC 27707
91938xxxx7 hsh***@p******************.com
Jain Consulting 3321 Ogle Dr, Cary, NC 27518
91934xxxx4 v*n*@c******.com 5 2 5 18 541 8 571
Eberhard, John 317 W Barbee Chapel Rd, Chapel Hill, NC 27517
91991xxxx5 abc***@u**.com
ASolutions Business Consultant Durham, NC 27713 91974xxxx1
Raymond James 1380 Environ Way, Chapel Hill, NC 27517
91991xxxx0 aar************@r***********.com
Your Financial Literacy Academy Raleigh, NC 27612
91958xxxx8 hel**@y***************************.com
McDonald, Franklin 3211 Shannon Rd, Durham, NC 27707
91949xxxx2 ale*********@m*.com
Troy L. Fairbank 5417 Page Rd, Durham, NC 27703
91928xxxx7 ada*@f************.com 12659 14000
Brightleaf Consulting Group 107 Kilmayne Dr, Cary, NC 27511
91922xxxx7 agr**********@b***********.com 5 3 5 1
Envision Financial Services, Inc. 8311 Bc Pkwy Ste 105-86, Raleigh, NC 27617 91963xxxx0
Altrius Capital Management
aai****@a**************.com
Triangle Insurance Brokerage & Financial Service 6208 Fayetteville Rd, Durham, NC 27713 91980xxxx1
The Carlyle Group 10006 Hammock Bnd, Chapel Hill, NC 27517
91996xxxx9 aak**********@c******.com
Stearns Financial Group 1450 Raleigh Rd Ste 105, Chapel Hill, NC 27517
91963xxxx4 bbi****@s***************.com 27
Roper Accounting Group 9350 Falls of Neuse Rd Ste 105 Raleigh, NC 27609 91984xxxx1 5 3
Edward Jones - Financial Advisor: Sharon A Dickens, AAMS™ 50101 Governors Dr Ste 118, Chapel Hill, NC 27517
91996xxxx8 a.j*********@e**********.com
Harrison’s Tax and Consulting Raleigh, NC 27609
25246xxxx9 har*******************@g****.com
Edward Jones - Financial Advisor: Evan L Moser 1911 Hillandale Rd Ste 1110, Durham, NC 27705 91997xxxx6
Verify4 Inc. 6409 Fayetteville Rd # 240, Durham, NC 27713
91933xxxx8 con************@v******.com
Verity Asset Management 280 S Mangum St Ste 550, Durham, NC 27701
91949xxxx7 al.****@v***********.com
Multistate Neighborhood Choice Financial Services 1504 Broad St, Durham, NC 27705 91931xxxx7
Wealth & Retirement Strategies 220 Eatondale Rd, Durham, NC 27704 91922xxxx5
Normand J Travis CPA 3622 Lyckan Pkwy Ste 5003, Durham, NC 27707 91979xxxx1
CommercialWide Funding Corporation 8801 Fast Park Dr., Raleigh, NC 27617 91989xxxx6
Edward Jones - Financial Advisor: Nick Bodnar 6340 Quadrangle Dr Ste 90, Chapel Hill, NC 27517
91940xxxx7 a.j*********@e**********.com
Morgan Stanley Wealth Management 3511 Shannon Rd Ste 300, Durham, NC 27707
91949xxxx9 inf**@m**********************.com
Credit and Financial Consulting 5540 Centerview Dr Ste 200 Raleigh, NC 27606 91956xxxx6
Fulbright, Genevia, CPA 5302 Nc Highway 55, Durham, NC 27713
91954xxxx8 edf@m*******.com
Amphora Wealth Management 100 Europa Dr Ste 431, Chapel Hill, NC 27517
91924xxxx4 ajg@a************.com 3
Chip Roe, CFP, CRPC 1816 Front St, Durham, NC 27705 91938xxxx1 5.01
Pinafore Wealth Counsel, Inc. 3622 Lyckan Pkwy #3004, Durham, NC 27707
91921xxxx8 con******@p*************.com
Royal Alliance Associates Inc-Bill Harmon 2210 Holly Cir, Chapel Hill, NC 27514
91996xxxx7 aba*****@r************.com 2799 26 3400
Ebner Financial Group 4220 Apex Hwy Ste 230, Durham, NC 27713
91955xxxx9 dou*@e******************.com
IntroBiz Success & Solutions 310 S Harrington St Raleigh, NC 27603
inf*@i**************.com
Scott Credit Solutions Raleigh, NC 27604
91925xxxx0
Hiw Jde 4601 Creekstone Dr, Durham, NC 27703 91994xxxx5
Turnaround Solutions 8407 Pickards Meadow Rd Chapel Hill, NC 27516
91996xxxx4
Dole, Dan 40140 Moring, Chapel Hill, NC 27517
91969xxxx7 dan********@a***.com
Ameriprise Financial 2525 Meridian Pkwy Ste 60, Durham, NC 27713
91936xxxx8 ame******************@a***.com 132831
Edward Jones - Financial Advisor: Mary-Charles Nassif 3500 Westgate Dr, Durham, NC 27707
91949xxxx5 a.j*********@e**********.com
Edward Jones - Financial Advisor: Alex G Nelson, CFP® 1911 Hillandale Rd Suite 1110, Durham, NC 27705
91997xxxx6 a.j*********@e**********.com 5 4 86228 96000
The Nelson Group 10604 Bent Twig Drive, Raleigh, NC 27613 91984xxxx9
Doctor Aal-Anubia | Network Commerce Association 2220 Capital Blvd Ste 209 Raleigh, NC 27604
91961xxxx3
OMSAI COM Mortgage Services 872 River Song Pl, Cary, NC 27519
91949xxxx4
Scharl & Associates Inc 5836 Fayetteville Rd Ste 104, Durham, NC 27713
91940xxxx1 sut**********@t**************.com
Streamliners Raleigh, NC 27612
91941xxxx3 mic**@m********.com
Jennifer L. Hoselton, CFP - UBS Financial Services Inc. 317 W Barbee Chapel Rd, Chapel Hill, NC 27517
91991xxxx3 abc***@u**.com
Henderson James M 30 Sedgewood Rd, Chapel Hill, NC 27514 91949xxxx7
Keystone Consulting Group 6404 Falls Of Neuse Rd Ste 202 Raleigh, NC 27615
91998xxxx0 jch*****@k**************.com 4
Edward Jones 8411 Brier Creek Pkwy Ste 107, Raleigh, NC 27617
91936xxxx8 a.j*********@e**********.com 87317 99000
Action Coach 1134-A Burke St, Winston-Salem, NC 27101
33631xxxx3 abc***@a**********.com
McCordial & Company 140 Preston Executive Dr Ste 100G Cary, NC 27513
91934xxxx0 5 2
Wells Fargo Advisors 1220 Environ Way, Chapel Hill, NC 27517
91991xxxx0 abe*********@w*****************.com 49 188901 190000
Edward Jones - Financial Advisor: Beau Cutts 7920 Acc Blvd Ste 312, Raleigh, NC 27617
91980xxxx0 a.j*********@e**********.com 87317 99000
Tynn Investments 3201 Yorktown Ave, Durham, NC 27713 91942xxxx7
Heritage Financial Planning 1000 Park Forty Plz, Durham, NC 27713
91954xxxx4 ale******@h************************.com
Infinity Insurance & Retirement Specialists Cary, NC 27513 91934xxxx3
Quest Advisors, Inc. 5001 S Miami Blvd Ste 330, Durham, NC 27703
91974xxxx0 bxx**@q************.com
Edward Jones - Financial Advisor: Wes Seifert 3500 Westgate Dr Ste 301, Durham, NC 27707
91949xxxx5 a.j*********@e**********.com 3.01 86228 96000
Ryan Brown - TIAA Wealth Management Advisor 5425 Page Rd Suite 220, Durham, NC 27703
86690xxxx4 acc******************@t***.org 90947 525 91000
Edward Jones - Financial Advisor: Evan Springfield-Cobb 430 Davis Dr Ste 155, Morrisville, NC 27560
91938xxxx0 a.j*********@e**********.com 85343
H&R Block 748 E Chatham Ste I Chatham Square Shopping Center Cary, NC 27511
91946xxxx1 aab***@h******.com 4.6 237 1.3 3 554662 20908
MTI Consulting Group 4208 Six Forks Rd Ste 1000 Raleigh, NC 27609
91982xxxx0
Prudent Financial 98 Colvard Park Dr, Durham, NC 27713
91936xxxx0
Kumar’s Bookkeeping & Tax Services 1249 Kildaire Farm Rd Ste 202 Cary, NC 27511
91937xxxx6
Terrey, Paul 1415 W Nc Highway 54, Durham, NC 27707
91940xxxx1 dns*****@a***.com
Rbc Wealth Management 3412 Westgate Dr, Durham, NC 27707
91968xxxx4 rbc*********@r**.com
Insync Capital Solutions 555 S Mangum St Ste 100, Durham, NC 27701 88831xxxx6
Arjuna Capital 353 W Main St, Durham, NC 27701
91979xxxx4 ada*@a*************.com 618 10 663
Daryl I Coston 19 Kings Mount Ct, Durham, NC 27713 91940xxxx4
MJ Sheerin CPA, M.S.T. 570 New Waverly Pl Ste 220 Cary, NC 27518
91999xxxx1 msh*****@s*********.com 5 4
Edward Jones - Financial Advisor a.j*********@e**********.com 83552
TIAA Financial Services 5425 Page Rd Suite 220, Durham, NC 27703
86690xxxx4 ada*********@t***.org 3.7 3 90947 525 91000
Alpha Accounting Wake Forest, NC 27587
91921xxxx5 afi****@a*****.com
First Financial Services 1414 Raleigh Rd Ste 330, Chapel Hill, NC 27517
91994xxxx9
H&R Block 5605 Creedmoor Rd Raleigh, NC 27612
91978xxxx1 aab***@h******.com 1 1 553919 22549 550000
Erickson Advisors - Financial Planners
91959xxxx9 exx*******@e***************.com 92 93
Tax Defense Network 2500 Regency Pkwy, Cary, NC 27518
91957xxxx7 bec*******@t****************.com
Edward Jones - Financial Advisor: Henry H Newton, AAMS™ 2451 Croasdaile Farm Pkwy Suite 103, Durham, NC 27705
91947xxxx9 a.j*********@e**********.com 86228 96000
The Good Guys Credit Repair 13200 Strickland Rd, Raleigh, NC 27613 91932xxxx5
Williams Overman Pierce & Company 2501 Atrium Dr Ste 500 Raleigh, NC 27607
91978xxxx4 ab@w*****.com 12 19
Sehed Investment Group 905 W Main St, Durham, NC 27701 91968xxxx9
H&R Block 1323 Mebane Oaks Rd Mebane, NC 27302
91956xxxx4 aab***@h******.com 4.7 73 553919 22549 550000
Financial Strategy Associates 3606 Stoneybrook Dr, Durham, NC 27705 91938xxxx9
Brooks Financial 1910 Sedwick Rd Ste 400D, Durham, NC 27713
91957xxxx5 dat*****************@i****.de
Michael Witkowski-Thrivent 5000 Centre Green Way, Cary, NC 27513
91960xxxx2 adm**@d***********.com
Edward Jones - Financial Advisor: Jessica L Villagrana 77 Vilcom Center Dr Ste 160, Chapel Hill, NC 27514
91996xxxx4 acc**********@e**********.com 86228 96000
Zetta Investments 319 Malvern Hill Ln, Morrisville, NC 27560 91933xxxx3
Edward Jones - Financial Advisor: Mike Hughes 115 Oakdale Dr Unit 4, Hillsborough, NC 27278
91973xxxx9 a.j*********@e**********.com 193 195
Resume Reset 700 Finsbury St Ste 303 Durham, NC 27703
73273xxxx5 ste***********@g****.com
Raymond James Financial 100 Europa Dr Ste 500, Chapel Hill, NC 27517
91992xxxx8
A+ Credit, Inc 4002 Barrett Dr Ste 103 Raleigh, NC 27609
86659xxxx9 dat*****************@i****.de 1 3
Warren, Thomas 1414 Raleigh Rd, Chapel Hill, NC 27517
91942xxxx8 ale*********@m*.com
Dyess, Timothy 1415 W Nc Highway 54 Ste 115, Durham, NC 27707
91940xxxx1 ame******************@a***.com 132831
Parrott Benefit Group 3717 National Dr Ste 207 Raleigh, NC 27612
33624xxxx5 ben*****@p******************.com
Capital Tax and Financial Services 119 Wind Chime Ct Unit 3 Raleigh, NC 27615
91984xxxx7 abb*@c********.com 5 9 4.8 5 139 3
Edward Jones - Financial Advisor: Vimal Bisaria 5105 Grace Park Dr, Morrisville, NC 27560 91946xxxx8
MKS Wealth Management 91940xxxx1
Edward Jones 77 Vilcom Center Dr Ste 160, Chapel Hill, NC 27514
91996xxxx4 a.j*********@e**********.com 85343
National Finance Co 3808 Guess Rd Ste E, Durham, NC 27705
91947xxxx5 aas@n*******.com 4.9 109
Fanalytical Inc 601 W Rosemary St, Chapel Hill, NC 27516
91991xxxx1 adm**@f**********.com
Wells Fargo Advisors 2821 Durham Chapel Hill Blvd, Durham, NC 27707
91988xxxx3 a-w***************@w*****************.com
Fryar Financial LLC 3200 Croasdaile Dr Ste 105, Durham, NC 27705
91932xxxx4 mfr***@f*************.com 5 4 326 338
5 2
Elefante Financial Services 1502 NC-54, Durham, NC 27707
91933xxxx9 gar**********@l**.com 214
Merrill Lynch Wealth Management 3211 Shannon Rd Ste 200, Durham, NC 27707
91949xxxx0 ale*********@m*.com
Tiaa Cref 300 W Morgan St Ste 130, Durham, NC 27701 91968xxxx9
Eton Solutions, L P 5915 Farrington Rd, Chapel Hill, NC 27517
91959xxxx0 abd*********@e*************.com
Rosewood Wealth Management 1519 Pleasant Green Rd, Durham, NC 27705
91939xxxx6 39d*************************************@w*****************.com 2
Navigon Financial Group, Inc. 3025 Carrington Mill Blvd Ste 150, Morrisville, NC 27560
91994xxxx5 adu******@n*****.com 7
Edward Jones - Financial Advisor: Katie Levy 100 Westgreen Dr, Chapel Hill, NC 27516 91992xxxx5
Absher Wealth Management 1450 Raleigh Rd, Chapel Hill, NC 27517
91990xxxx0 inf*@a***********.com
Bryant Investment Management Group 3710 University Dr Ste 110, Durham, NC 27707 91949xxxx4
Gaulden and Associates
91936xxxx8
Merrill Lynch Wealth Management 1414 Raleigh Rd, Chapel Hill, NC 27517
91942xxxx0 ale*********@m*.com 3.7 3
Maze Financial Planning 102 Market Street Suite 103, Chapel Hill, NC 27516
91992xxxx3 bbu***********@m*****.com
Secure Future Investor Serving theDurham Area 86653xxxx2
Morganstanleysb 106 City Hall Plz, Durham, NC 27701 91968xxxx0
Success Is No Accident N/a Brentwood, NC 27604
91971xxxx9 hea****@a******************.com
Edward Jones - Financial Advisor: Andy Esser 5611 Nc Highway 55, Durham, NC 27713
91936xxxx0 a.j*********@e**********.com 85343
Edward Jones - Financial Advisor: Craige Summers 2200 W Main St Ste A160, Durham, NC 27705
91995xxxx9 a.j*********@e**********.com
Integrity Tax Office 3215 Guess Rd, Durham, NC 27705 91951xxxx8
Chris Arena, CPA 3333 Durham Chapel Hill Blvd, Durham, NC 27707
91980xxxx0 ca2*************************************@w*****************.com 5 9
Wells Fargo Advisors 165 E Franklin St, Chapel Hill, NC 27514 91992xxxx1
Oxford Finance 410 Blackwell St, Durham, NC 27701
91979xxxx0 aph*******@o************.com
Edward Jones - Financial Advisor: Dan Bayait 5475 Lumley Rd #106, Durham, NC 27703
91974xxxx9 a.j*********@e**********.com 5 2 86228 96000
Applethorn Consulting Services Apex, NC 27502
91967xxxx2 app*************************@g****.com 31
Allegiant Services 206 High House Rd Ste 106 Cary, NC 27513
91937xxxx3 inf*@a************.com
Dressman Matthew J CPA PC 1502 W Nc Highway 54 Ste 201, Durham, NC 27707 91949xxxx6
Carolina Wealth Partners 2000 Aerial Center Pkwy Suite 112, Morrisville, NC 27560
91931xxxx8 k.-*****@c*************.com
Hoover Crossing 202 S Hoover Rd, Durham, NC 27703 91938xxxx1
Slate Bookkeeping Chapel Hill, NC 27516
91992xxxx6 hel**@s*******************.com
Edward Jones - Financial Advisor: Rodney E Hooks Jr, AAMS™
Nelson Wealth Advisors 10604 Bent Twig Dr, Raleigh, NC 27613
91984xxxx9 bre*********@c*************.com 73
Number Crunchers 1150 SE Maynard Rd Ste 130 Cary, NC 27511
91953xxxx3 ang***@n*****************.com 3.6 9
CPR 4 Taxes 4324 S Alston Ave Ste 206, Durham, NC 27713
91962xxxx5
Block Advisors 805 Spring Forest Rd Ste 1800 Raleigh, NC 27609
91987xxxx2 aar**@b************.com 4.8 98 1557 363
Fidelity Investments 2605 Meridian Pkwy Ste 105, Durham, NC 27713
91954xxxx8 ali**********@u*********.com
Morgan Stanley Wealth Management 106 City Hall Plz, Durham, NC 27701 91968xxxx0
Cherry Bekaert 3800 Glenwood Ave Ste 200 Raleigh, NC 27612
91978xxxx0 aac*******@c**.com
The Capital Planning Group 15200 Weston Pkwy Ste 103, Cary, NC 27513
91967xxxx8
Consumer Education Services Inc 3700 Barrett Drive Raleigh, NC 27609
87732xxxx4 adm**********@c************.org 3 2 21000
Edward Jones - Financial Advisor: C Dean Howard 2019 Fairview Rd Ste 101 Raleigh, NC 27608
91982xxxx5 a.j*********@e**********.com 85343
Acct LLC 7406 Chapel Hill Rd, Raleigh, NC 27607
91970xxxx1
Heyward CPA 2530 Meridian Pkwy Ste 300 Durham, NC 27713
91988xxxx9 d-j@h*********.com 3 2
Exeter Finance Consulting Durham, NC 27713
91921xxxx7 inf*@e**********************.com
Linda N Patchett Cfp 1504 E. Franklin Street, Suite 105, Chapel Hill, NC 27514 91992xxxx5
Indigo Solutions 5540 Centerview Dr, Raleigh, NC 27606
91982xxxx3 ind*********************@w**********.com
Koonce Wooten & Haywood 4060 Barrett Dr Raleigh, NC 27609
91978xxxx5 abu*********@k*****.com 4.3 37 1008 58 1000
Rauwald, Timothy 317 W Barbee Chapel Rd, Chapel Hill, NC 27517
91991xxxx1
Edward Jones - Financial Advisor: Tamra K Ellis 3823 Guess Rd, Durham, NC 27705
91947xxxx4 a.j*********@e**********.com
Sycamore Financial Planning, LLC
91921xxxx7 ans***@s************************.com
Tim Wicker, CPA PA 186 Wind Chime Ct Ste 200 Raleigh, NC 27615
91984xxxx5 tim@t*********.com 3.4 5
Edward Jones - Financial Advisor: Jane A Clark 3620 Shannon Rd, Durham, NC 27707
91941xxxx1 a.j*********@e**********.com
Wells Fargo Advisors 10050 Green Level Church Rd, Cary, NC 27519 91946xxxx1
Automated Financial 6910 Fayetteville Rd, Durham, NC 27713 91954xxxx1
Holden Moss Knott Clark & Copley 527 W Ridgeway St Warrenton, NC 27589
25225xxxx2 adm**@h*********.com 107 11 108
Carolina Home Mortgage 1506 E Franklin St Ste 201, Chapel Hill, NC 27514
91930xxxx0 boy*@c*******************.com
Holding Investments 8205 Brownleigh Dr, Raleigh, NC 27617 91978xxxx8
Accounting Solutions 4364 S Alston Ave Ste 106 Durham, NC 27713 91952xxxx2
Frederick Cooke - UBS Financial Services Inc. 317 W Barbee Chapel Rd, Chapel Hill, NC 27517
91991xxxx2 abc***@u**.com
Barney Smith 100 Europa Dr Ste 425, Chapel Hill, NC 27517 91996xxxx0
Bick Capital Advisors, Inc. 60122 Davie, Chapel Hill, NC 27517 91981xxxx8
Sloan Financial Group Inc 2634 Durham Chapel Hill Blvd # 206, Durham, NC 27707 91968xxxx0
Philip Royal, CFP- Master Plan Wealth Management 1340 Environ Way, Chapel Hill, NC 27517
91953xxxx3 bub**@m***************.com 31
Raymond James 60107 Davie, Chapel Hill, NC 27517
91993xxxx6 aar************@r***********.com
Financial Empowerment 3019 Fayetteville St, Durham, NC 27707 91997xxxx5
Northwestern Mutual 5102 Durham-Chapel Hill Blvd #201, Durham, NC 27707
91948xxxx5 a.-***********@n*****************.com 107345 16231 108000
DreamHouse Financial Inc. 4819 Emperor Boulevard, Durham, NC 27703 86647xxxx3
Edward Jones 2705 N Duke St Suite 205, Durham, NC 27704
91931xxxx5 a.j*********@e**********.com 85343
Best Financial Resources Durham, NC 27703
98446xxxx4 cap*************@a***.com 359
K E Smith Financial 1 Park Dr, Durham, NC 27709 91955xxxx8
Solutions For Md's 2310 S Miami Blvd, Suite 243, Durham, NC 27703
91954xxxx8 inf*@s************.com
Prestige Business Management Group 1505 Medallion Dr, Durham, NC 27704 91976xxxx0
DW Consulting 3201 Edwards Mill RD Ste141 Raleigh, NC 27612
91024xxxx5
Moseley, Edward 1414 Raleigh Rd, Chapel Hill, NC 27517
91942xxxx0 ale*********@m*.com
Seven Cedars Financial 5850 Fayetteville Road, Suite 210, Durham, NC 27713 91961xxxx4
Fidelity Investments 2314 E Nc Highway 54, Durham, NC 27713
91948xxxx9 a61****@f*******.com
JN Global Business Solution 6320 Capital Blvd Ste 107 Raleigh, NC 27616
91981xxxx4 c18*****************************@s*****.wixpress
Capital Analytics Inc 1812 Chapel Hill Rd, Durham, NC 27707 91940xxxx0
Edward Jones - Financial Advisor: Candi Scarborough 3620 Shannon Rd Ste 100, Durham, NC 27707 91941xxxx1
Tucker Bria Wealth Strategies 3100 Tower Blvd Ste 117, Durham, NC 27707
91938xxxx0 ann*******@t*********.com 6
Wealth Preservation Group 1911 Hillandale Rd Ste 1020, Durham, NC 27705
91930xxxx6 ssy*****@w****.com
Oak City Consulting 1768 Heritage Center Dr Ste 204 Wake Forest, NC 27587
91984xxxx0 mel****@o****************.com
Merrill Lynch Wealth Management 4625 Creekstone Dr, Durham, NC 27703 91947xxxx9
Erickson Advisors - Financial Planners 3001 Academy Rd Ste 110, Durham, NC 27707
91959xxxx9 exx*******@e***************.com 92 93
Pannaman Tax Preparation 2500 Regency Pkwy Ste 211 Cary, NC 27511
91926xxxx1 jon@n********.com 5 2
Morgan Stanley 3511 Shannon Rd Ste 300, Durham, NC 27707
91949xxxx9 aal*******@m************.com 112953 3039
O'Connor Wealth Group 2828 Pickett Rd Suite 100, Durham, NC 27705
91944xxxx0 aar************@r***********.com 17483 18000
Edward Jones - Financial Advisor: Rodney E Hooks Jr, AAMS™ 3200 Croasdaile Dr Ste 703, Durham, NC 27705
91938xxxx1 a.j*********@e**********.com
Todd Washburn Solutions 1415 W Nc Highway 54 Ste 124, Durham, NC 27707
91940xxxx3 joh*@t***********.com
Eton Advisors LP 5915 Farrington Rd Ste 202, Chapel Hill, NC 27517
91944xxxx0 bra**********@e***********.com
Edward Jones - Financial Advisor: Keith Minton 100 Europa Dr Ste 336 Chapel Hill, NC 27517
91994xxxx1 a.j*********@e**********.com 118
James L. Kent, CPA, PC 106 Brady Ct, Cary, NC 27511
91946xxxx9 adm**@j************.com 4.2 5 136 3 142
Williamson Private Wealth Management
Kempf, Leigh 1414 Raleigh Rd, Chapel Hill, NC 27517
91942xxxx4 ale*********@m*.com
Edward Jones - Financial Advisor: Tyler J Dean 5611 Nc Highway 55, Durham, NC 27713
91936xxxx0 a.j*********@e**********.com 85343
Cameron Financial 231 Inwood Forest Dr Raleigh, NC 27603
91943xxxx2 bob@c***************.com 248
D P Funding Corp 608 Carpenter Fletcher Rd, Durham, NC 27713 91954xxxx1
Fidelity Investments 2200 W Main St, Durham, NC 27705 91928xxxx6
H&R Block 3605 Davis Dr Ste 108 Morrisville, NC 27560
91937xxxx8 aab***@h******.com 1 3 553918 22548 550000
Pinehurst Capital - Raleigh 3737 Glenwood Ave Ste 100 Raleigh, NC 27612
91023xxxx0
Halko, Steven 1414 Raleigh Rd, Chapel Hill, NC 27517
91942xxxx7 ale*********@m*.com
Brehler Pamela 1829 E Franklin St Ste 100A, Chapel Hill, NC 27514 91993xxxx2
Charles Schwab 1108 Environ Way, Chapel Hill, NC 27517
91993xxxx4 *si*@s*****.com 3.1 8
LLG Consultants Durham, NC 27517
91929xxxx4 amk******@g****.com 155
Edward Jones - Financial Advisor: Kendall Thomason 310 Millstone Dr Bldg A, Hillsborough, NC 27278
91929xxxx2 a.j*********@e**********.com
Rand, Richard 317 W Barbee Chapel Rd, Chapel Hill, NC 27517
91991xxxx4 abc***@u**.com
MPC Certified Public Accountants 615 Oberlin Rd Ste 200 Raleigh, NC 27605
91983xxxx0 aba****@m*****.com 1 2 21 3 25
Living Ultra-Violet 1017 Main Campus Dr Raleigh, NC 27603
61963xxxx9 baf*****************************@s*****.wixpress 19629 1444
Royal Alliance Associates 200 N Greensboro St, Carrboro, NC 27510
91996xxxx5 aba*****@r************.com 2799 26 3400
Kenneth A Howard P A, Certified Public Accountant 3200 Croasdaile Dr Ste 101 Durham, NC 27705
91938xxxx8 5 1
Compass Financial Group 7000 Harps Mill Rd Ste 103 Raleigh, NC 27615
91971xxxx1 car**@a***************.com 165
Tax Eagles 600D E Chatham St Cary, NC 27511
91934xxxx7 joh*******@t********.com 4.7 15 1 1
Truebridge Capital Partners 1350 Environ Way, Chapel Hill, NC 27517
91944xxxx1 aba********@t****************.com
Valley Peak Financial, LLC 43440xxxx0
H&R Block 202 Hwy 54 Durham, NC 27713
91954xxxx0 aab***@h******.com 1 2 553918 22548 550000
Larson Financial Group - Durham 91980xxxx6
Financial Analysts 2626 Glenwood Ave Raleigh, NC 27608
91978xxxx5 ade****@f**********.com
American Asset Corp 7990 Arco Corporate Dr Ste 119, Raleigh, NC 27617
91982xxxx0 bbr****@a*****.com 1 10
My Tax Filer 1000 Bearcat Way Ste 105 Morrisville, NC 27560
91933xxxx7 aak****@m*********.com 12022 21
Timothy M. Farmer, CPA Clayton, NC 27527 91961xxxx7
American Express 3039 Cornwallis Rd, Research Triangle Park, NC 27709 91954xxxx4
Guild, Peter 1414 Raleigh Rd, Chapel Hill, NC 27517
91942xxxx1 ale*********@m*.com
Edward Jones - Financial Advisor: Laurie K Bengson 3500 Westgate Dr Ste 301, Durham, NC 27707 91949xxxx5 5.01
Old Peak Finance 100 Europa Dr Ste 410, Chapel Hill, NC 27517
91945xxxx1 aud**********@o*************.com
Tomlinson Financial Consulting 3434 Kildaire Farm Rd, Cary, NC 27518
80028xxxx2
EBNER Financial Group 4220 Apex Hwy, Durham, NC 27713 91955xxxx9
Wells Fargo Advisors 129 Estes Drive Ext, Carrboro, NC 27510
91993xxxx2 a-w***************@w*****************.com
Edward Jones - Financial Advisor: Micah G Wells 2451 Croasdaile Farm Pkwy Ste 103, Durham, NC 27705 91947xxxx9
Tiaa Cref 410 Blackwell St Ste 120, Durham, NC 27701
91968xxxx0 aan*****@t********.org
Blue Capitol Group 194 Finley Golf Course Rd, Chapel Hill, NC 27517
91992xxxx0 aga*******@b***********.com
Freedom-N-Power 4819 Emperor Blvd Durham, NC 27703
91980xxxx8 fil***@g******.com
Durham Regional Financial Center Serving theDurham Area
91968xxxx1
Chapel Hill Investment Advisors 6350 Quadrangle Dr Ste 215, Chapel Hill, NC 27517 91940xxxx0
Hoover Financial Services 2726 Croasdaile Dr Ste 210, Durham, NC 27705
91938xxxx9
Acme Financial Consulting
Northwestern Mutual Life Insurance 2000 Bivins St, Durham, NC 27707
91948xxxx5 aar**********@n***.com 106531 16251
My Money Banc 2232 Page Rd #202, Durham, NC 27703
88877xxxx0 con****@s*********.com 5 19 21
Carolina Ventures Company 1289 Fordham Blvd Ste 185, Chapel Hill, NC 27514
91936xxxx6 gxx**************@c***************.com 5 262 212 6
Southpoint Advisors - Ameriprise Financial Services 1415 W Nc Highway 54 Ste 115, Durham, NC 27707
91940xxxx1 dns*****@a***.com
C-Mac 4222 Emperor Blvd, Durham, NC 27703 91994xxxx0
Beacon Pointe Advisors
91969xxxx1 a.c***@b***********.com 228 36 234
Lazarus Financial Planning 5614 Welkin Ct, Durham, NC 27713
91932xxxx6 jen*****@l********.com
ANTHONY F ARMENTO CPA PC 1502 W Nc Highway 54, Durham, NC 27707
91993xxxx1 den***@a*****.com 5 1
Free Tax Consultation - Franek Tax Services 570 New Waverly Pl Ste 220 Cary, NC 27518
91963xxxx1 4.8 35 5 3
H&R Block 3500 N Roxboro St Durham, NC 27704
91931xxxx8 aab***@h******.com 1 2 553919 22548 550000
Beacon Financial Strategies 7100 Six Forks Rd Ste 135 Raleigh, NC 27615
91980xxxx1 bfs@b************************.com
Northwestern Mutual
a.-***********@n*****************.com 107338 16218 108000
Ashwani Arora, CPA 1019 Upchurch Farm Ln, Cary, NC 27519
91990xxxx9 dat*****************@i****.de 5 1 87
Greg W Isley, CPA, PA 9205 Baileywick Road Suite 101 Raleigh, NC 27615
91967xxxx8 *re*@g********.com 2.8 25 2.1 7
Broad Street Investments 1308 Broad St, Durham, NC 27705 91997xxxx4
Blackman & Sloop, CPAs 1414 Raleigh Rd Ste 300 Chapel Hill, NC 27517
91994xxxx0 and***@b*****.com 3 2 4.6 6 236 21 240
Sageworks 5444 Wade Park Blvd, Raleigh, NC 27607
91985xxxx4 bil******@s********.com 5687 351 5600
Neuse Consulting Group 1956 S Main St Wake Forest, NC 27587
98426xxxx4 con********@f*****.com 108 124
Raymond James 104 Beeston Ct, Cary, NC 27519
91946xxxx8 aar************@r***********.com
First Financial Services 2226 Nelson Hwy Ste G, Chapel Hill, NC 27517
91948xxxx9 ann**@f***********.com
H&R Block 1100 Raleigh Blvd 1100 Raleigh Blvd Ste 142 Raleigh Blvd Shopping Center Raleigh, NC 27610
91983xxxx0 aab***@h******.com 3.8 4 553919 22548 550000
H&R Block 4321 Falls Of The Neuse Rd Raleigh, NC 27609
91987xxxx0 aab***@h******.com 4.6 115 1 2 554662 20908
Block Advisors 3414 N Duke St Ste 110 Durham, NC 27704
91947xxxx9 aar**@b************.com
Edward Jones - Financial Advisor: Andy Esser, CFP®|ChFC®|CLU®|AAMS™ 5611 NC-55 Suite 104, Durham, NC 27713
91936xxxx0 a.j*********@e**********.com 87483 100000
Gail Kwee, CPA 539 Keisler Dr Ste 102 Cary, NC 27518
91985xxxx5 3.7 3
Boaz Keynote Speaker Durham, NC 27713 91964xxxx2
Nh Tae Management 5540 Centerview Dr Raleigh, NC 27606 98484xxxx7
State Of The Art Financial Services 5
Compass Consulting 8384 Six Forks Rd Ste 202 Raleigh, NC 27615
91951xxxx5 409*************************************@w*****************.com
Edward Jones 100 Capitola Dr, Durham, NC 27713
91949xxxx2 a.j*********@e**********.com 141 147
Lpl Financial 1212 Caribou Xing, Durham, NC 27713
91954xxxx0 aar********@l**.com
RBC Wealth Management 8081 Arco Corporate Dr, Raleigh, NC 27617 91920xxxx0 rbc*********@r**.com
Adkin & Rodriguez Cpas 121 S Estes Dr Ste 104 Chapel Hill, NC 27514
98423xxxx9 hel*@c***************.com 5 38 125 5 134
Piedmont Investment Advisors 2605 Meridian Pkwy Ste 105, Durham, NC 27713
91968xxxx0 ac@x*******.com 3 2 15
Bull City Advisors 807 E Main St Ste 2260, Durham, NC 27701
91968xxxx1
Ultimate Choice Insurance Group 3901 Barrett Dr Ste 312 Raleigh, NC 27609
91977xxxx8 ult********************@g****.com 28
SS&G 3737 Glenwood Ave Ste 100 Raleigh, NC 27612
91965xxxx6
Alford Retirement Solutions 1115 E Hardscrabble Dr, Hillsborough, NC 27278
91947xxxx8 alf*********@g****.com 101
Master Plan Wealth Management 570 Golfers View, Pittsboro, NC 27312
91953xxxx3 bub**@m***************.com 31
Maxima Financial 4819 Emperor Blvd, Durham, NC 27703 91994xxxx0
Community Financial Counseling 210 Henderson St, Chapel Hill, NC 27514
91993xxxx5 cha**@w*********.org
H&R Block 2460 SW Cary Pkwy Cary, NC 27513
91946xxxx5 aab***@h******.com 4.7 94 2.4 5 554662 20908
Victorian Finance Durham, NC 27707
91997xxxx1 aar**@v***************.com
Stifel 307 W Barbee Chapel Rd, Chapel Hill, NC 27517
91993xxxx0 abb****@s*****.com 4270
Walker & Edwards Financial Group 106 Westview Dr, Carrboro, NC 27510 91993xxxx1
AG Mangum & Company 100 Timberhill Pl Ste 120 Chapel Hill, NC 27514
91996xxxx3 6d7*************************************@w*****************.com 1 1
Dalton Insurance Financial Services 12612 Scenic Dr, Raleigh, NC 27614 91987xxxx7
Oversight Financial Group 8801 Fast Park Dr Ste 111 Raleigh, NC 27617
91969xxxx2
Baird Private Wealth Management 1414 Raleigh Rd, Chapel Hill, NC 27517
91991xxxx0 ano************@b*********.com
Columbia Ridge Capital Management Inc 10504 Clubmont Ln, Raleigh, NC 27617
91967xxxx1 bmu****@c**************.com
Reed, Stephen 317 W Barbee Chapel Rd, Chapel Hill, NC 27517
91991xxxx3 abc***@u**.com
Bruno, Victor 1414 Raleigh Rd, Chapel Hill, NC 27517
91942xxxx5 ale*********@m*.com
Adams Chetwood Wealth Management Group 3100 Tower Blvd, Durham, NC 27707
91928xxxx0 aud********@a************.com 5263 47
The Finance Queen Raleigh, NC 27610
91929xxxx8 chi*****@t**************.com 5 1 537
Rankin McKenzie Durham, NC 27701
91938xxxx3 adu***@r*************.com
Acg Financial Management Group 6015 Fayetteville Rd, Durham, NC 27713 91990xxxx4
Informa Investment Solutions 4819 Emperor Blvd Ste 300, Durham, NC 27703
91994xxxx0 ann*********@i********.com
Integrated WealthCare 3100 Tower Blvd Suite 1660, Durham, NC 27707
86669xxxx2 aaz***@i********.net
Brawand Purvis 2016 Cameron St, Raleigh, NC 27605
91983xxxx7 cs@b************.com 3.7 3
Retirement & Assets Protection 1415 W Nc Highway 54, Durham, NC 27707 91949xxxx7
Porter, Meghan 1414 Raleigh Rd, Chapel Hill, NC 27517
91942xxxx1 ale*********@m*.com
Weller Anderson & Co LTD 100 Europa Dr, Chapel Hill, NC 27517 91971xxxx7
Drakeford, Scott, & Associates L.L.C. 6409 Fayetteville Rd suite 120-129, Durham, NC 27713
91948xxxx5 bar***@d******************.org 5.02 97
Cinchpoint Financial Services Chapel Hill 322 Mccauley St, Chapel Hill, NC 27516 91992xxxx5
Pro Financial Fitness Chapel Hill, NC 27517
91921xxxx4 mar*@p******************.com 5 2
Hill Financial Services 3200 Croasdaile Dr Ste 704, Durham, NC 27705 91938xxxx0
Brackett, Mark 1414 Raleigh Rd, Chapel Hill, NC 27517
91942xxxx3 ale*********@m*.com
Northwestern Mutual: Tom Morris, CFP, MBA, ChFC, CLU, CASL, CLTC, RICP 240 Leigh Farm Rd #400, Durham, NC 27707
91940xxxx1 jen*************@n*.com 49 51
HUB International 8081 Arco Corporate Dr, Raleigh, NC 27617
91943xxxx2 abc***@h***************.com 15834 795 16000
Master Plan Wealth Management 1340 Environ Way, Chapel Hill, NC 27517
91953xxxx3 bub**@m***************.com 2 31
Cherry Bekaert 300 Morris St Ste 260 Durham, NC 27701
91938xxxx5 aad***@c**.com 1384 10 1400
H&R Block 104 Hwy 54 Ste G Carrboro, NC 27510
91996xxxx0 aab***@h******.com 4.7 62 1 4 553919 22548 550000
Wells Fargo Advisors 8911 Brier Creek Pkwy, Raleigh, NC 27617 91936xxxx1
H&R Block 122 Millstead Dr Mebane, NC 27302
91930xxxx6 aab***@h******.com 3 1 553919 22549 550000
Tedder Consulting 2741 Campus Walk Ave 2nd F Durham, NC 27705
91972xxxx7 dia**@t***************.com
Lpl Financial 1008 Wood Sage Dr, Chapel Hill, NC 27516
91993xxxx5 aar********@l**.com
Insync Capital Solutions LLC 555 S Mangum St Ste 100, Durham, NC 27701 88831xxxx6 5 11 859 921
5
Accounts Book Tax Plus Durham, NC 27707 97259xxxx9
Edward Jones - Financial Advisor: Doug Dickerson, CFP®|CRPC™
a.j*********@e**********.com 86228 96000
J. Daniel Wakin 4004 N Roxboro St, Durham, NC 27704
91970xxxx2 ada********@f************.com 12659 14000
Edward Jones - Financial Advisor: Bryan L Piccirillo, CFP®|AAMS™ 3020 S Miami Blvd Ste 203, Durham, NC 27703
91996xxxx6 a.j*********@e**********.com
Neal Bradsher & Taylor 4721 Emperor Blvd Ste 130 Durham, NC 27703
91990xxxx0 aya********@n******.com 1 1
Hartzell, Richard Ameriprise Financial 3000 Rdu Center Dr # 210, Morrisville, NC 27560
91986xxxx2 dns*****@a***.com
Business Cents Serving theDurham Area 91969xxxx3
Ameriprise Financial 125 Millstone Dr, Hillsborough, NC 27278
91964xxxx2 dns*****@a***.com 59
Holden Moss Knott Clark & Copley, P.A. 14091 Falls Of Neuse Rd Ste 201 Raleigh, NC 27614
91955xxxx6 adm**@h*********.com 107 11 108
Kniffen Portfolio Management 5540 Centerview Dr, Raleigh, NC 27606
91969xxxx8 dat*****************@i****.de
Sean P Fenton-Morgan Stanley 6340 Quadrangle Dr, Chapel Hill, NC 27517
91949xxxx3 int**********@m************.com
Wells Fargo Advisors 4011 Davis Dr, Morrisville, NC 27560 91929xxxx3
Blue Capital Group 909 Pinehurst Dr, Chapel Hill, NC 27517 91993xxxx1
Financial Services Inc 101 E Rosemary St, Chapel Hill, NC 27514 91992xxxx7
Barney Smith 3511 Shannon Rd Ste 300, Durham, NC 27707 91949xxxx9
Fulbright & Fulbright 5302 Nc Highway 55, Durham, NC 27713
91954xxxx8 edf@m*******.com 5 20 143
Edward Jones 1526 E Franklin St Ste 104, Chapel Hill, NC 27514
91996xxxx0 a.j*********@e**********.com
RBC Capital Markets 300 W Weaver St, Carrboro, NC 27510
91991xxxx0 ema**@r*********.com 598118
Mitta Financial Service 9220 Fairbanks Dr, Raleigh, NC 27613 91987xxxx6
Wealth Enhancement Group 4101 Lake Boone Trl Ste 116 Raleigh, NC 27607
98434xxxx9 abr*****@w****************.com
Rosewood Wealth Management 5107 Southpark Dr, Durham, NC 27713
91939xxxx6 39d*************************************@w*****************.com
Edward Jones - Financial Advisor: Dan Ryon 205 W Main St Ste 101, Carrboro, NC 27510
91993xxxx1 a.j*********@e**********.com
VIAKON Lending Group 4801 Glenwood Ave Ste 200 Raleigh, NC 27612
91952xxxx5 inf*@v*****************.com
Gallagher Insurance, Risk Management & Consulting 4819 Emperor Blvd Ste 200 Durham, NC 27703
70436xxxx2 abc***@a**.com 3766
GRBD Accounting Services 8801 Fast Park Dr Ste 301 Raleigh, NC 27617
One And Done Solutions 403 S George St Goldsboro, NC 27530
91943xxxx0 5
Chriscoe Irma K 77217 Stedman, Chapel Hill, NC 27517 91924xxxx2
Ntc Services 3020 Pickett Rd Ste 106, Durham, NC 27705
91941xxxx9
Aria Financial Services 240 Leigh Farm Rd Ste 400A, Durham, NC 27707
91940xxxx1 adm*******@c*****.com
Marlin Consultants Raleigh, NC 27615
91984xxxx1
Edward Jones - Financial Advisor: Julie G Kelly, CFP®|CRPC™ 3100 Tower Blvd, Suite 1615, Durham, NC 27707
91948xxxx1 a.j*********@e**********.com 86228 96000
4.5
The Cornerstone Group - UBS Financial Services Inc. 317 W Barbee Chapel Rd, Chapel Hill, NC 27517
91991xxxx4 abc***@u**.com
Jireh Taxes 2950 E Millbrook Rd Raleigh, NC 27604
91967xxxx0 4.1 7
Client First Advisors 1414 Raleigh Rd, Chapel Hill, NC 27517
91994xxxx9 aar************@r***********.com 17414 18000
Frazier Financial 109 Conner Dr, Chapel Hill, NC 27514
91992xxxx0 d.f******@f**************************.com
AFRI Logistics 4345 Auburn Hills Dr Raleigh, NC 27616
91929xxxx0 inf*@a***************.com
Edward Jones - Financial Advisor: Greg Archer, CFP® 2344 Operations Dr, Suite 103, Durham, NC 27705
91938xxxx0 a.j*********@e**********.com 86228 17
Europa Capital Investment Partners 100 Europa Dr, Chapel Hill, NC 27517
91993xxxx0 inf*@d*************.org
Americas Capital Partners 630 Davis Dr, Morrisville, NC 27560
91994xxxx6 ade********@a**************.com
Gina DeVine 304 W Weaver St Carrboro, NC 27510
91994xxxx9 424*************************************@w*****************.com 3 2
Edward Jones - Financial Advisor: Doug Dickerson, CFP®|CRPC™ 411 W Chapel Hill St Ste 420, Durham, NC 27701
91928xxxx2 a.j*********@e**********.com 86228 96000
Edward Jones 404 Hunt St Ste 130, Durham, NC 27701
91928xxxx2 a.j*********@e**********.com 85343
First Financial Resources 1 Park Dr, Durham, NC 27709 91948xxxx9
Calloway & Associates 8961 Harvest Oaks Dr Ste 201 Raleigh, NC 27615
91984xxxx0 cas******@c*************.com
Amy Lee Johnston-Morgan Stanley 6340 Quadrangle Dr, Chapel Hill, NC 27517
91949xxxx6 int**********@m************.com
Thomas Smith, CPA 1100 Logger Ct Bldg C, Ste 101 Raleigh, NC 27609
91943xxxx7 con****@d*****.com 3 2
Homeland Estate and Financial Services 3626 Shannon Rd Ste 104, Durham, NC 27707
91967xxxx7 ann*@h******.com 351 2
Oversight Financial Group Inc. 8801 Fast Park Dr, Raleigh, NC 27617 91969xxxx2 inf*@a********.com 4.9 16
Capital Credit Consultants Cary, NC 27511
91969xxxx8
Rise Financial Services 2508 Fayetteville St Durham, NC 27707
85572xxxx5 inf*@r********************.com
Anthony F Armento, CPA 1502 W Nc Hwy 54 Durham, NC 27707
91993xxxx1 den***@a*****.com
Benjamin Baumberger-Morgan Stanley 6340 Quadrangle Dr, Chapel Hill, NC 27517
91949xxxx2 acm***********@m************.com
Lendmark Financial Services 4711 Hope Valley Rd Ste 5C, Durham, NC 27707
91940xxxx4 aag*****@l****************.com 3.5 19
Role Model Agency Financial Group 1140 Kildaire Farm Rd Ste 208 Cary, NC 27511
88850xxxx8 joh*@r****************.com 550
Fryar Financial, LLC 3200 Croasdaile Dr, Durham, NC 27705
91932xxxx4 mfr***@f*************.com 5 5 327 340
Dream Again Consulting Raleigh, NC 27612 68223xxxx9
Verity Asset Management 3100 Tower Blvd, Durham, NC 27707
91949xxxx7 al.****@v***********.com
American Express 2900 Perimeter Park Dr, Morrisville, NC 27560
91946xxxx8 aar**@a**************.com 898327
Credit Barbie Official Durham, NC 27713 98431xxxx4
Bumgardner Investment & Planning 118 W Parrish St, Durham, NC 27701 91968xxxx7
The Hewn Group Raleigh, NC 27609
91933xxxx4 joh*@h********.com 5 1
T Fenn Financial Planning 301 Faison Rd, Chapel Hill, NC 27517
91992xxxx9 joh*@t****.com
Everson Wealth Management 6531 Creedmoor Rd Ste 204 Raleigh, NC 27613
91986xxxx1 ana***@g****.com 4.5 2
Wells Fargo Advisors 112 W Barbee Chapel Rd, Chapel Hill, NC 27517 91996xxxx6
New Era Financial Planner 1911 Hillandale Rd Ste 1020, Durham, NC 27705 91930xxxx6
Bernard Robinson & Company, LLP 4700 Homewood Ct Ste 105 Raleigh, NC 27609
91986xxxx4 abe**@b*****.com 376 52
Enlign Advisors 2009 Caminos Dr Raleigh, NC 27607
91934xxxx0 bi**@e*****.com 4.2 5
ARIS Wealth Management 7912 Clover Creek Ct, Raleigh, NC 27613
80088xxxx6 adm**@a*******************.com
The Financial Caretaker 91944xxxx7
Batra, Ranjana CPA 211 Telluride Trl, Chapel Hill, NC 27514
91996xxxx0 inf*@r*****.com
Eton Advisors LP 1414 Raleigh Rd, Chapel Hill, NC 27517
91944xxxx9 bra**********@e***********.com
Ann M Digiano CPA 611 Longleaf Dr, Chapel Hill, NC 27517 91992xxxx3
Trillium Asset Management 123 W Main St, Suite 315, Durham, NC 27701
91968xxxx5 ajo*******@t*************.com
Lahiri, Indranath 1414 Raleigh Rd, Chapel Hill, NC 27517
91942xxxx9 ale*********@m*.com
Zenith Retirement Planning 1117 Village Crossing Dr, Chapel Hill, NC 27517
91936xxxx0 inf*@z***************.com
Chris C. Crenshaw Financial Services 2727 University Dr, Durham, NC 27707 91949xxxx9 2.1 7
Chapel Hill, NC Branch Office - UBS Financial Services Inc. 317 W Barbee Chapel Rd, Chapel Hill, NC 27517
91996xxxx1 abc***@u**.com 6
The Brokerage Resource 1502 W Nc Highway 54 Ste 401, Durham, NC 27707
91948xxxx0 adr*****@t*****.com
Warren, Thomas 3211 Shannon Rd, Durham, NC 27707
91949xxxx5 bro*********@m*.com
Moody's Analytics 5915 Farrington Rd, Chapel Hill, NC 27517
91949xxxx9 chr**********@m*****.com
Gaulden, Gary, AGT 2525 Meridian Pkwy, Durham, NC 27713
91936xxxx8
Michael Corrigan-Morgan Stanley 6340 Quadrangle Dr, Chapel Hill, NC 27517
91949xxxx7 acm***********@m************.com
Stearns Financial Group 1414 Raleigh Rd Ste 110 Chapel Hill, NC 27517
91963xxxx4 bbi****@s***************.com 27
Navigon Financial Group Inc. 1009 Slater Rd, Durham, NC 27703
33629xxxx5 adu******@n*****.com 7
Ilona W Page CPA Quaterpath Trace Carrboro, NC 27510
91996xxxx0 4
H&R Block 5322 Nc Hwy 55 Ste 103 Durham, NC 27713
91929xxxx8 aab***@h******.com 1 1 553918 22548 550000
Griffin Financial Group 1502 W Nc Highway 54, Durham, NC 27707 91949xxxx1
Carolina Wealth Stewards 5107 Southpark Dr, Durham, NC 27713
91939xxxx6 39d*************************************@w*****************.com
Edward Jones - Financial Advisor: Ryan S Kelly, CFP®
Edward Jones 1000 Park Forty Plz Ste 235, Durham, NC 27713
91959xxxx6 a.j*********@e**********.com
Score 104 S Estes Dr, Chapel Hill, NC 27514
91924xxxx0 a-r****@s****.org
Edward Jones 5475 Lumley Rd, Durham, NC 27703
91974xxxx9 a.j*********@e**********.com 86228 96000
First Fruits Investments Inc 8960 Camden Park Dr, Raleigh, NC 27613
91978xxxx3 inf*@f*********************.com
All Equity Matters 555 Fayetteville St Ste 300 Raleigh, NC 27601
26078xxxx4 fil***@g******.com 25 32
ACE Upswing Solutions LLC 8601 Six Forks Rd Raleigh, NC 27615 87777xxxx7
Mid Atlantic Business Management & Consulting Raleigh, NC 27614
43425xxxx0
White Oak Financial Specialists, Inc. 2530 Meridian Pkwy # 3, Durham, NC 27713
91980xxxx9 tim@w*********.com
Phoenix Wealth Advisors 100 Europa Dr Ste 390, Chapel Hill, NC 27517
91992xxxx8
Edward Jones - Financial Advisor: Eric E Smith 2200 W Main St Ste A160, Durham, NC 27705
91995xxxx9 a.j*********@e**********.com 85343
Edward Jones - Financial Advisor: Wesley E. Seifert 5611 Nc Highway 55 Ste 104, Durham, NC 27713
91936xxxx0 a.j*********@e**********.com
Aquarius Investments, Inc. 120 Chestnut Rd, Chapel Hill, NC 27517 91993xxxx4
Metzbower, Marion 1414 Raleigh Rd, Chapel Hill, NC 27517
91942xxxx6 ale*********@m*.com
Clearpoint Credit Counseling Solutions 9 Powder Springs Pl, Durham, NC 27712
91956xxxx9 inf*@m**************.org 26921 2
Freedom Wealth Management 4000 Westchase Blvd Ste 300 Raleigh, NC 27607
91978xxxx7 joh*********@f*********************.com
Reinvestment Partners 110 E Geer St, Durham, NC 27701
91966xxxx0 ada*@r*******************.org 4.4 15
Ameris Bank Mortgage Office 1901 Hillandale Rd Ste 101, Durham, NC 27705
91953xxxx0 aim********@a*********.com
Strategic Wealth Designers 8041 Arco Corporate Dr Ste 130, Raleigh, NC 27617
91942xxxx2 aar**@s*******.com 4.8 64 4740 16 4900
Edward Jones - Financial Advisor: Derek J Parrish, AAMS™
Southpoint Advisors - Ameriprise Financial Services, LLC 91940xxxx1
CFO Relief LLC 5205 Longwood Dr., Durham, NC 27713
91947xxxx7 joh*******@c********.com
Green Krist, CPA 501 Pinner Weald Way Ste 101 Cary, NC 27513
91929xxxx1 inf*@g************.com 3 2
Personal Path Financial Planning WeWork, 110 Corcoran St 5th Floor, Durham, NC 27701
91979xxxx3 hel**@p*************.com 5 2
Capital Investor Group 14 Consultant Pl Ste 220, Durham, NC 27707 91948xxxx7
ACH Investment Group 2840 Plaza Pl Raleigh, NC 27612
91957xxxx5 eli******@a********.com 27 31
Edward Jones 1911 Hillandale Rd, Durham, NC 27705
91997xxxx6 a.j*********@e**********.com 674 10 672
Sequent Financial Network 326 Rose Walk Ln, Carrboro, NC 27510
91996xxxx0
Luviano Consulting Group 2530 Meridian Pkwy Ste 300 Durham, NC 27713
91993xxxx7 c18*****************************@s*****.wixpress 5 29 5 2 19 2 21
Edward Jones - Financial Advisor: Eddie Williamson 1201 Raleigh Rd, Chapel Hill, NC 27517
91996xxxx6 a.j*********@e**********.com
Rick White Divorce Financial Consultants 4601 Six Forks Rd, Raleigh, NC 27609 91978xxxx0
Crunch Time Tax 400 W Main St Ste 403 Durham, NC 27701
91990xxxx6
Rs Investment Management Co 3100 Tower Blvd, Durham, NC 27707
91941xxxx0 ada******@r************.com
H&R Block 1100 N Miami Blvd Durham, NC 27703
91968xxxx0 aab***@h******.com 3 2 553919 22549 550000
Financial Planning Association 6012 Mcdevon Dr, Raleigh, NC 27617 91987xxxx7
Reylek Guy C 4121 Deep Wood Cir, Durham, NC 27707 91948xxxx5
International Financial Services Benefits Corp 217 Providence Rd, Chapel Hill, NC 27514 91948xxxx6 jan**@c****************.com
Premier Advisor Group 4010 Hulon Dr, Durham, NC 27705
91938xxxx7 hsh***@p******************.com
Zenith Retirement Planning 50101 Governors Dr, Chapel Hill, NC 27517
91936xxxx0 inf*@z***************.com
Edward Jones - Financial Advisor: Bradford Wilson 2425 Kildaire Farm Rd Ste 100 Cary, NC 27518
91985xxxx6 a.j*********@e**********.com 1 2
Hadley Investments Office 100 Europa Dr Ste 170, Chapel Hill, NC 27517 91993xxxx2
Vakilzadeh's Investments 120 Glade St, Chapel Hill, NC 27516 91994xxxx6
Morgan Stanley Financial Advisors 6340 Quadrangle Dr 3rd Floor, Chapel Hill, NC 27517
91996xxxx0 acm***********@m************.com
5 1
Diamond Advisor Group 2530 Meridian Pkwy, Durham, NC 27713
91947xxxx4 cra*******@t************.com
F B Wealth Management 1515 W Nc Highway 54, Durham, NC 27707
91940xxxx4 a.c@l*************.com
SavaBooks Bookkeeping & Consulting 1249 Kildaire Farm Rd Ste 125 Cary, NC 27511
88891xxxx2
Franklin Street Partners 1450 Raleigh Rd Ste 300, Chapel Hill, NC 27517
91948xxxx0 bly***@f**************.com
Elizabeth Bass-Morgan Stanley 6340 Quadrangle Dr, Chapel Hill, NC 27517
91949xxxx0 acm***********@m************.com
Willie Glenn Page, Inc. PO Box 2605, Chapel Hill, NC 27515
91996xxxx0 mak************@b********.net
Wells Fargo Advisors Chapel Hill, NC 27517
91992xxxx0 a-w***************@w*****************.com 188901 190000
Fortitude Financial Planning 91920xxxx9 inf*@f**********.com
Castillo Tax Group 728 N Raleigh St Ste A Angier, NC 27501
91959xxxx2 cas***************@g****.com 4.4 7
Miami North Office Associates 4518 S Miami Blvd, Durham, NC 27703 91994xxxx8
Edward Jones 100 Westgreen Dr, Chapel Hill, NC 27516
91992xxxx5 a.j*********@e**********.com 86228 96000
Ameriprise Financial 1829 E Franklin St Ste 600, Chapel Hill, NC 27514
91992xxxx5 ame******************@a***.com
Vita Planning 2210 Holly Circle, Chapel Hill, NC 27514
91996xxxx7
Credit Repair Serving theDurham Area 91968xxxx9
LPL Financial 528 Summer Harvest Ct, Cary, NC 27519
91965xxxx7 aar********@l**.com
Eight Rivers Capital 3603 Dairy Pond Pl, Durham, NC 27705
91938xxxx1 bob*******@8*************.com
Heath Investment Group 8801 Fast Park Dr, Raleigh, NC 27617 91951xxxx8 ala*@h**********.com
Paul Scheible, CPA, PLLC 3400 Croasdaile Dr Ste 203, Durham, NC 27705
91938xxxx7 deb@p**********.com 4.9 82
Edmundson CPA 102 Commonwealth Ct, Cary, NC 27511
91946xxxx6 ame*@n****.com 4.3 11 5 6 33 46
Domenic Battistella - New York Life 4140 Parklake Ave Ste 450 Raleigh, NC 27612
91978xxxx8 a.-*****************@n**********.com 5 1
Batchelor, Susan 1414 Raleigh Rd, Chapel Hill, NC 27517
91942xxxx1 ale*********@m*.com
H&R Block 603 Hampton Pointe Blvd Ste 4 Hillsborough, NC 27278
91964xxxx3 aab***@h******.com 553918 22548 550000
Piedmont Investment Advisors 300 W Morgan St Ste 1200, Durham, NC 27701
91968xxxx0
Accola, Chris 1414 Raleigh Rd, Chapel Hill, NC 27517
91942xxxx0 ale*********@m*.com
Larson Financial Group - Durham 2530 Meridian Pkwy Office 3054, Durham, NC 27713
91980xxxx7 adr**********@l**************.com
UBS Financial Services 317 W. Barbee Chapel Road, Chapel Hill, NC 27517
91996xxxx1 aar*******@u**.com 6
The Lionshield Agency 8801 Fast Park Dr Ste 301, Raleigh, NC 27617
80044xxxx4 hel*@l***************.com
D's Tax and Financial Services 201 Rencher St, Hillsborough, NC 27278 91924xxxx9
Meadowbrook Wealth Management - UBS Financial Services Inc. 317 W Barbee Chapel Rd, Chapel Hill, NC 27517
91991xxxx5 abc***@u**.com
Edward Jones 100 Europa Dr Ste 336, Chapel Hill, NC 27517
91994xxxx1 a.j*********@e**********.com 118
Abundant Living Consulting 200 Dick St Ste D Fayetteville, NC 28301
83335xxxx2 baf*****************************@s*****.wixpress
Bull City Financial Solutions 1107 W Main St, Durham, NC 27701
91928xxxx6 bet****@b****************.com
MEMA Financial Services Group 10 Laboratory Dr, Durham, NC 27709
91954xxxx0 dpi**@m******.com 4.47
Optima Asset Management 922 Craftsman St, Hillsborough, NC 27278
91993xxxx9 aj@o**********.net 75
Jigna Shah, CPA Holly Springs, NC 27540 91934xxxx1
Southeast Financial Group Inc 2220 Sedwick Road Ste 101, Durham, NC 27713 91923xxxx8
Integrated Life and Financial Planning LLC
Bowers Private Wealth Management 260 West Millbrook Rd Raleigh, NC 27609
98430xxxx8 bbo****@b********.com 5 5 5 1 145 11 150
Holden Moss Knott Clark Copley & Hoyle,PA 118 Main St, Oxford, NC 27565
91969xxxx0 adm**@h*********.com
Capital Financial & Insurance 1500 Townside Dr Ste 201 Apex, NC 27502
91965xxxx1 acc*****@b******************.com 924 390 942
Elefante Financial Services 1502 W Nc Highway 54 Ste 501, Durham, NC 27707
91933xxxx9 bri***********@l**.com 203
Home Credit Corp 2005 N Pointe Dr Ste 4, Durham, NC 27705
91947xxxx3 inf*@h*******.com
Electronic Tax Filers 3709 University Dr, Durham, NC 27707 91949xxxx4
Iseler Financial, LLC
91966xxxx4 c18*****************************@s*****.wixpress 38 42
NCM Capital 2634 Durham Chapel Hill Blvd Ste 206, Durham, NC 27707
91968xxxx0 sal**@f*************.com
Scheu Inc. 555 S Mangum St Suite 100, Durham, NC 27701
Paul Terrey - Financial Advisor, Ameriprise Financial Services, LLC 1415 NC-54 Ste 115, Durham, NC 27707
91940xxxx1 dns*****@a***.com 5 1
Northwestern Mutual 5102 Durham Chapel Hill Blvd, Durham, NC 27707
91948xxxx5 a.-***********@n*****************.com 106957 16137 107000
Segraves, Rodney 312 W Millbrook Rd Ste 101 Raleigh, NC 27609
91987xxxx0 car**@s**********.com 5 2
Mayflower advisors
Personal Credit Solutions Raleigh, NC 27615
25276xxxx7
Combs, Christopher 1414 Raleigh Rd, Chapel Hill, NC 27517
91942xxxx8 ale*********@m*.com
O'Connor Wealth Group 2828 Pickett Rd Ste 100, Durham, NC 22705
91944xxxx0 aar************@r***********.com 17414 18000
Ameriprise Financial 1415 W Nc Highway 54 Ste 115, Durham, NC 27707
91940xxxx1 ame******************@a***.com 132817 134000
Trillium Asset Management Corp 104 City Hall Plz, Durham, NC 27701
91968xxxx5 ajo*******@t*************.com
Edward Jones - Financial Advisor: Brad Pomeroy 2344 Operations Dr Ste 103, Durham, NC 27705
91938xxxx0 a.j*********@e**********.com 17
Edward Jones - Financial Advisor: Julie G Kelly, CFP®|CRPC™ 91948xxxx1
Sherri Rose, CPA 88 Vilcom Center Dr Ste 185 Chapel Hill, NC 27514
91991xxxx1 adm**@s*********.cpa 5 3 3.7 3
ART Financial Services 3622 Lyckan Pkwy #4001, Durham, NC 27707 91949xxxx0 5.02
Berggren Law Offices 4000 Blue Ridge Rd, Ste 150 Raleigh, NC 27612
91987xxxx3 adm**@r****************.com 5 4 115
Gordon Asset Management, LLC 4721 Emperor Blvd Suite 250, Durham, NC 27703
91931xxxx0 art************@w*******.com 5 2 36
Victorian Finance 1208 Cole Mill Rd, Durham, NC 27705
91929xxxx9 aar**@v***************.com
Investors Capital Management Co 121 N Columbia St, Chapel Hill, NC 27514
91996xxxx0 aal*****@i*******.com
Edward Jones 10300 Chapel Hill Rd Ste 200, Morrisville, NC 27560
91938xxxx0 a.j*********@e**********.com
Edward Jones - Financial Advisor: Marva York 3710 University Dr Ste 305, Durham, NC 27707 91938xxxx5
Tax Help 1307 Fifth Ave, Garner, NC 27529
91992xxxx0 con****@u*********.com
Lauren Massie, CPA 8480 Honeycutt Rd Ste 200 Raleigh, NC 27615
91979xxxx1 dat*****************@i****.de 2 1
Rwr Financial Planning 4085 Davis Dr, Morrisville, NC 27560 91948xxxx0 aar*******@f***********.com 7363 212 7600
Edward Jones - Financial Advisor: Kendall Weller 5826 Fayetteville Rd Ste 205, Durham, NC 27713
91997xxxx2 a.j*********@e**********.com 85343
Kerala Capital Partners 201 Kitty Hawk Dr, Morrisville, NC 27560 91936xxxx5
H&R Block 6021 Poyner Vlg Pkwy Raleigh, NC 27616
91987xxxx8 aab***@h******.com 4.6 81 1 3 554662 20908
Koonce Wooten & Haywood LLP 10 Sanford Rd Pittsboro, NC 27312
91978xxxx5 abu*********@k*****.com
Vraiment Financial 421 Fayetteville St Ste 1100 Raleigh, NC 27601
80061xxxx0 dal****@v****************.com 1 1
Law Office of Derek R Caldwell 4801 Glenwood Ave Ste 200 Raleigh, NC 27619
91983xxxx0 13c*************************************@w*****************.com 4.8 4
John Eberhard - UBS Financial Services Inc. 317 W Barbee Chapel Rd, Chapel Hill, NC 27517
91991xxxx5 abc***@u**.com
Infinite Tax Services Raleigh, NC 27601 91936xxxx8 5 1
Merrill Lynch Wealth Management 137 E Franklin St # 200, Chapel Hill, NC 27514
91991xxxx2 ale*********@m*.com
Block Advisors 101 Cosgrove Ave Ste 100 Chapel Hill, NC 27514
91940xxxx6 aar**@b************.com 4.8 57 4 4
Stalwart Financial Planning 2530 Meridian Pkwy Ste 300, Durham, NC 27713
91962xxxx7 inf*@s***************.com 5 17 174
4.5 110
Gundersdorff & Co Accountants 18 W Colony Pl Ste 210 Durham, NC 27705
98437xxxx9 2.3 3 1 3
American Express Financial Advisors 100 Europa Dr, Chapel Hill, NC 27517
91968xxxx0 aar**@a**************.com 900516
Ameriprise Financial 6320 Quadrangle Dr Ste 120, Chapel Hill, NC 27517
91940xxxx1 dns*****@a***.com
J & J Investments & Sales Serving theDurham Area 33659xxxx3
Edward Jones - Financial Advisor: Shineece Sellars 2451 Croasdaile Farm Pkwy Ste 103, Durham, NC 27705 91947xxxx9
Andrade Kari Lpl 1126 Terry Rd, Hillsborough, NC 27278 91924xxxx3
EFG Credit Solutions 5870 Faringdon Pl, Raleigh, NC 27609
80093xxxx7 1 1
Firm Foundation Consulting Raleigh, NC 27606
20131xxxx6
Ms. Value 500 Quaker Meadows Ct, Holly Springs, NC 27540
98460xxxx0 msv******@g****.com
Bull City Advisors LLC 807 E Main St Ste 2-260, Durham, NC 27701
91968xxxx1 dav**@b***.com 5 10 421 3 428
SJF Ventures 200 N Mangum St, Durham, NC 27701
91953xxxx7 acb********@s***********.org
Compass Consulting 8398 Six Forks Rd Ste 102 Raleigh, NC 27615
91951xxxx5 art@c****************.net 5 1 224
H&R Block 2572 Timber Dr Garner, NC 27529
91966xxxx3 aab***@h******.com 4.6 154 5 1 554662 20908
Woodward Financial Advisors 1504 E Franklin St Ste 105, Chapel Hill, NC 27514
91992xxxx5 ari*****@w***************.com 77 81
Capital Credit Advisors ​1030 N Rogers Ln Raleigh, NC 27610
91957xxxx9 bjb*******@w******************.com
Sharons Tax Service of NC Garner, NC 27529
91972xxxx5
Multistate Neighborhood Choice Financial Services 2107 N Roxboro St, Durham, NC 27704
91931xxxx1 inf*@n*******.com
Ashley Advises 4801 Glenwood Ave Ste 200 Raleigh, NC 27612
91989xxxx1 nro****@b*****.com
Payday Loans 5007 Southpark Dr, Durham, NC 27713 88868xxxx4 5 2
McLendon & Assoc 3326 Guess Rd Ste 206, Durham, NC 27705 91962xxxx5
Edward Jones - Financial Advisor: Allen B Parker, CFP®|CIMA®|CEPA® 2816 Erwin Rd Ste 109, Durham, NC 27705
91938xxxx5 a.j*********@e**********.com
Carver, Marvin 1414 Raleigh Rd, Chapel Hill, NC 27517
91942xxxx6 ale*********@m*.com
Factor 500 Inc 7780 Brier Creek Pkwy Ste 325, Raleigh, NC 27617
91954xxxx0 col*******@f********.com
Button & Button CPA 2012 New Garden Rd Ste C Greensboro, NC 27410
33685xxxx3 don@b********.com 5 1
Lee Investment Consulting Raleigh, NC 27629 91983xxxx0
Braswell, Edwin 3211 Shannon Rd, Durham, NC 27707
91942xxxx5 ale*********@m*.com
Secrest, Edward B, AGT 7780 Brier Creek Pkwy, Raleigh, NC 27617
91954xxxx0 ese*****@s*******.com
Carolina Tax & Accounting Pros 4819 Emperor Blvd Ste 400, Durham, NC 27703
91926xxxx8 ann******@c**********.pro
Curl & Associates PLLC 1920 Front St Ste 910, Durham, NC 27705
91938xxxx2 and*@c******.com
Dwm Advisors 4505 Emperor Blvd, Durham, NC 27703
91994xxxx2 air**@d*************.com
Principal Financial Group 4141 Parklake Ave Ste 450 Raleigh, NC 27612
91974xxxx0 a.m**@p********.com 3.4 9 2.5 2 491 3
Majumder, Madhulavi 1414 Raleigh Rd, Chapel Hill, NC 27517
91942xxxx8 ale*********@m*.com
Mark Judson, CPA 3434 Edwards Mill Rd Ste 112-215 Raleigh, NC 27612
91997xxxx1 joh*@c*****.com 1 1
THL Ultimate Solutions 5808 Knightdale Blvd Ste 202A Knightdale, NC 27545
91998xxxx5 con****@p*************.org
Intersil Corp 4020 Stirrup Creek Dr Ste 105, Durham, NC 27703 91940xxxx0
Edward Jones - Financial Advisor: Doug Dickerson 100 Capitola Dr Ste 108, Durham, NC 27713 91949xxxx2
H&R Block 9113 Leesville Rd Ste 101 Raleigh, NC 27613
91984xxxx1 aab***@h******.com 1.8 4 553918 22548 550000
Brooks Financial
Kris Ram Morrisville, NC 27560
91988xxxx0
Edward Jones - Financial Advisor: Josh Slezak 5105 Grace Park Dr, Morrisville, NC 27560 91946xxxx8
MGH Credit Consultants 4801 Glenwood Ave Ste 200 Raleigh, NC 27612
88867xxxx5 con****@m*******************.com
Research Triangle Group-Morgan Stanley Financial Advisors 6340 Quadrangle Dr, Chapel Hill, NC 27517
91996xxxx0 aal*******@m************.com 112951 3039
UAI Technology Inc 68 Tw Alexander Dr, Research Triangle Park, NC 27709
91954xxxx9 amy*@p***********.com
Lily Wealth Partners
Phoenix Financial Inc 100 Europa Dr Ste 500, Chapel Hill, NC 27517 91992xxxx8
Artifex Advisory Group 2500 Regency Pkwy, Cary, NC 27518
80027xxxx7 jos*@a**************.com
Beyani Consulting Services 4801 Glenwood Ave, Raleigh, NC 27612
91970xxxx3 adm**@b**********************.com
Integrated Life and Financial Planning 5850 Fayetteville Rd Ste 205, Durham, NC 27713
91986xxxx2 jsb******@i****.com
Springleaf Financial Svc 4711 Hope Valley Rd Ste 5C, Durham, NC 27707 91940xxxx4
Beane, Phillip 1414 Raleigh Rd, Chapel Hill, NC 27517
91942xxxx1 ale*********@m*.com
Flexible Accounting Services of the Triangle Cary, NC 27512
91946xxxx0 5 1
Tax Advisors of Cary 140 Preston Executive Dr Ste 100H Cary, NC 27513
91946xxxx8 bob@c******.com 4.7 12 120 4
Terry A. Williams Accountants 2304 S Miami Blvd Durham, NC 27703
91954xxxx0 ta.********@f*******.com 5 3
Pappas Capital 2520 Meridian Pkwy Ste 400, Durham, NC 27713
91999xxxx0 a.p*****@p*************.com
Ameriprise Financial Services, Inc. 100 Europa Dr Ste 280, Chapel Hill, NC 27517
91993xxxx3 ame******************@a***.com 132831
Parker, Christopher 3211 Shannon Rd, Durham, NC 27707
91949xxxx3 bro*********@m*.com
Morgan Stanley Wealth Management 100 Europa Dr Ste 425, Chapel Hill, NC 27517
91996xxxx0 aal*******@m************.com 112953 3039
Bourbonnais Tax Associates 9121 Anson Way Ste 200 Raleigh, NC 27615
91980xxxx8 bil**@b*************.com 208 170 221
Edward Jones - Financial Advisor: Tamra K Ellis 1530 N Gregson St Ste 3a, Durham, NC 27701
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