Business List: Large Asset Managers in Raleigh, NC, USA

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Lifetime Asset Management: Glova Matthew 801 Corporate Center Dr Suite 110, Raleigh, NC 27607
91984xxxx5 ala*@l************.com 172 11 204
Lewis Financial Management 4904 Professional Ct, Raleigh, NC 27609
91987xxxx0 drl****@l*********.com
Fortres Financial Partners 5623 Duraleigh Rd. Ste 141, Raleigh, NC 27612
91932xxxx1 a.-******@f****.org
Townsend Asset Management Corp 5120 Bur Oak Cir, Raleigh, NC 27612
91978xxxx9 adv****@a*******.com 210 2 200
Armor Investment Advisors, LLC 4101 Lake Boone Trail #208, Raleigh, NC 27607
91957xxxx2 aha****@a**********************.com
TA Financial Strategy 4208 Six Forks Rd Ste 1000, Raleigh, NC 27609
91982xxxx2 al@t******************.com
Asset Protectors & Advisors 5565 Centerview Dr, Raleigh, NC 27606 91985xxxx6
American Assets Corp 8081 Brier Creek Pkwy, Raleigh, NC 27617
91948xxxx0 b.b*****@a*****.com 2.6 6 60 5 63
Noble Investment 500 Fayetteville St, Raleigh, NC 27601
91975xxxx2 adi*************@n**************.com
Sterling Capital Management LLC 434 Fayetteville St, Raleigh, NC 27601
91971xxxx0 aal******@s**************.com
Edward Jones - Financial Advisor: Brian M Price 9101 Leesville Rd Ste 123, Raleigh, NC 27613 91984xxxx7
Pay Less Business Funding 301 Fayetteville St UNIT 2801, Raleigh, NC 27601
91943xxxx2 mha*****@p*************.net 4.9 119
First Flight Financial Advisors, LLC 3110 Edwards Mill Rd #205, Raleigh, NC 27612
91923xxxx9 ben************@f************.com
HCG Funds 133 Fayetteville St, Raleigh, NC 27601
91930xxxx2 a.-*****@h*******.com
Merrill Lynch Wealth Management 4242 Six Forks Rd, Raleigh, NC 27609
91982xxxx0 ale*********@m*.com 4 6
Moths, Kay 434 Fayetteville St, Raleigh, NC 27601
91971xxxx0 bba***@s***************.com
WM Financial 2501 Blue Ridge Rd STE 250, Raleigh, NC 27612
91924xxxx6 joh*******@w***********.com 5 3 5 11 153
Triangle Wealth Management 1301 Annapolis Dr, Raleigh, NC 27608
91983xxxx1 inf*@t*************.com
Pure Wealth Strategies 1201 Edwards Mill Rd Ste 200B, Raleigh, NC 27607
cas***********@n*.com 91 95
Judy Little - Financial Advisor, Ameriprise Financial Services 183 Wind Chime Ct Ste 202, Raleigh, NC 27615
91932xxxx8 bev***********@a***.com 1 1
Edward Jones - Financial Advisor: Scott G Cook 8480 Honeycutt Rd Ste 200, Raleigh, NC 27615 91934xxxx0
Janney Montgomery Scott 4140 Parklake Ave Ste 300, Raleigh, NC 27612
91978xxxx1 acr*******@j*****.com 4 5
Investment Planning & Management 3101 Industrial Dr Ste 110, Raleigh, NC 27609
91985xxxx5 har***@i********************.com
Capital Investment Counsel Inc 17 Glenwood Ave, Raleigh, NC 27603
91983xxxx0 aba****@c*************.com 465
C A Asset Management 2940 Trawick Rd, Raleigh, NC 27604
91987xxxx3 aim**@c*****.com
American Express 5301 Departure Dr, Raleigh, NC 27616 91971xxxx0 aar*********@t********.com 4.4 21
Hedgehog Holdings 1100 Wake Forest Rd Ste 100, Raleigh, NC 27604
91977xxxx0 ale*@h***************.com
Edward Jones - Financial Advisor: Bill Pomeroy 5540 Mcneely Dr Ste 201, Raleigh, NC 27612
91957xxxx9 acc**********@e**********.com 87317 99000
Devin Butler CFP AIF CRPC 8816 Six Forks Rd Suite 301, Raleigh, NC 27615
91971xxxx1 dbu****@c****.com 5 4 72
Steward Wealth Strategies 343 E Six Forks Rd #388, Raleigh, NC 27609
91980xxxx5 ale*@s*************.com 5 42
Edward Jones - Financial Advisor: Jayme N Dimitroff 3724 National Dr, Raleigh, NC 27612
91957xxxx0 a.j*********@e**********.com 85323
The Capstone Group - Morgan Stanley 3800 Glenwood Ave Ste 500, Raleigh, NC 27612
91987xxxx4 acm***********@m************.com
Copperleaf Capital 5904 Six Forks Rd STE 201, Raleigh, NC 27609
91978xxxx5 axx@c****************.com 4.2 5
Edward Jones 9101 Leesville Rd Ste 123, Raleigh, NC 27613
91984xxxx7 a.j*********@e**********.com 85323
QMS Capital Management LP 240 Leigh Farm Rd #450, Durham, NC 27707
91949xxxx1 a44*************************************@c******.gandi
First Citizens Banc Shares Inc 4300 Six Forks Rd #4300, Raleigh, NC 27609
91971xxxx0 aar**************@f************.com 12617 13000
Envestnet Asset Management Inc 421 Fayetteville St, Raleigh, NC 27601
91985xxxx1 aar**@e********.com
Triangle Real Estate Investment Group 7233 Loblolly Pine Dr, Raleigh, NC 27614 91942xxxx7 5 1
Southeastern Wealth Management 3737 Glenwood Ave #100, Raleigh, NC 27612
91935xxxx0 bry********@l**.com
Capital Analysts of NC 4007 Village Park Dr, Knightdale, NC 27545 91926xxxx1
Transworld Business Advisors of Raleigh 4509 Creedmoor Rd Suite 201, Raleigh, NC 27612
91937xxxx6 aal*@t*****.com 5 202 8692 631 9000
Raymond James Financial Services 8398 Six Forks Rd, Raleigh, NC 27615
91980xxxx2 aar************@r***********.com 17477 18000
Wilbanks, Smith & Thomas Asset Management 3605 Glenwood Ave Ste 450, Raleigh, NC 27612
91993xxxx0 ami******@w****.com
Kari Nelson Flores - Financial Advisor, Ameriprise Financial Services 4030 Wake Forest Rd Ste 108, Raleigh, NC 27609
91951xxxx4 cha**************@a***.com 234 3 238
Creative Planning 9121 Anson Way, Raleigh, NC 27615
86627xxxx8 a.j******@c***************.com 6345 125 7200
Advanced Financial Concepts 8404 Six Forks Rd # 204, Raleigh, NC 27615
91984xxxx1 *li*@a*******************.com 5 1 4.3 11 315 329
Edward Jones - Financial Advisor: Karena L Bagwell 919 Kildaire Farm Rd, Cary, NC 27511
91946xxxx6 a.j*********@e**********.com 85323
Carolina Wealth Stewardship Group 3356 Six Forks Rd, Raleigh, NC 27609
91978xxxx3 ada*@s***************.com 5 11 1362 4 1300
JSS Financial Services, Inc. 4000 Westchase Blvd Ste 500, Raleigh, NC 27607
91975xxxx0
Livengood Strategic Wealth Advisors of Janney Montgomery Scott 4140 Parklake Ave Ste 300, Raleigh, NC 27612
91979xxxx5 adi******@j*****.com
Asset Management Associates, PLLC 104 Lansbrooke Ln, Apex, NC 27502 30289xxxx8
Dixie Asset Management 510 Glenwood Ave # 315, Raleigh, NC 27603 91923xxxx0
Shearin Jim 3605 Glenwood Ave Ste 390, Raleigh, NC 27612 91957xxxx7
Elite Management Professionals Inc. 4112 Blue Ridge Rd #100, Raleigh, NC 27612
91923xxxx0 aly**********@e*********.com 2 240
The Halifax Group 3605 Glenwood Ave Ste 490, Raleigh, NC 27612
91978xxxx0 aat****@t**************.com
LRS International 9116 Winged Thistle Ct, Raleigh, NC 27617 91934xxxx4
Edward Jones - Financial Advisor: Haley L Plumley, AAMS™ 230 New Fidelity Ct, Garner, NC 27529
91972xxxx0 a.j*********@e**********.com 87317 99000
Edward Jones - Financial Advisor: Thomas Wilson, CFP®|CEPA® 4600 Marriott Dr Ste 320, Raleigh, NC 27612
91957xxxx2 acc**********@e**********.com 12 13
David Flanders - Financial Advisor, Ameriprise Financial Services 3600 Glenwood Ave Ste 130, Raleigh, NC 27612
91922xxxx7 cyn***************@a***.com
Republic Finance 6568 Glenwood Ave, Raleigh, NC 27612
98435xxxx0 apo****@r**************.com 7 2422 2700
Edward Jones - Financial Advisor: Scott Markel 2941 Wakefield Pines Dr Ste 102, Raleigh, NC 27614
91943xxxx6 a.j*********@e**********.com 137 154
Atlantic Investment Management Llc 4104 Atlantic Ave # 140, Raleigh, NC 27604 91987xxxx5
Edward Jones - Financial Advisor: Rob Larson 119 W Chatham St, Cary, NC 27511
91946xxxx5 a.j*********@e**********.com 85323 5 1
The McCarthy Wealth Group 3800 Glenwood Ave Ste 400, Raleigh, NC 27612
91957xxxx1 rbc*********@r**.com 14640 16000
Atlantic Investment Management 4104 Atlantic Ave Ste 140, Raleigh, NC 27604 91987xxxx5
Edward Jones - Financial Advisor: Anastasia T Council 5510 Six Forks Rd Ste 330, Raleigh, NC 27609
91987xxxx6 a.j*********@e**********.com 163 168
Edward Jones - Financial Advisor: Crystal C Dempsey, CFP® 300 Health Park Dr Ste 112, Garner, NC 27529
91977xxxx1 a.j*********@e**********.com 87317 99000
Property Management by Reformation Asset Management 2634 Durham-Chapel Hill Blvd Ste. 10, Durham, NC 27707
91997xxxx2 CWB*******@r******************.com 4.3 44
Edward Jones - Financial Advisor: Corey L Harding 2245 Gateway Access Pt Ste 301, Raleigh, NC 27607
91978xxxx2 a.j*********@e**********.com 87317 99000
H & M Financial Group 8309 Six Forks Rd Ste 107, Raleigh, NC 27615
91987xxxx8 chr*************@l**.com 4.9 36
Lifetime Asset Management 801 Corporate Center Dr, Raleigh, NC 27607
91984xxxx7 ala*@l************.com 172 11 204
Raleigh Securities Inc 9921 Waterview Rd, Raleigh, NC 27615 91951xxxx3 smi**@r****************.com
Financial Symmetry 5438 Wade Park Blvd Suite 310, Raleigh, NC 27607
91985xxxx0 abe****@f****************.com 4.6 8 191
Resource Management Associates of Raleigh 210 W Millbrook Rd, Raleigh, NC 27609 91984xxxx2 5 1
Cherokee Investment Partners 310 S West St, Raleigh, NC 27603
91974xxxx0 abi*****@c***********.com 3 2
Hobgood Peatross Investment Group 3800 Glenwood Ave Ste 400, Raleigh, NC 27612
91957xxxx2 rbc*********@r**.com 2 4
Financial Symmetry Inc 1401 Sunday Dr Ste 115, Raleigh, NC 27607
91985xxxx0 abe****@f****************.com
MassMutual North Carolina 4000 Westchase Blvd Suite 400, Raleigh, NC 27607
91975xxxx0 aso**@m******************.com 4.2 10 1703 40 1700
Edward Jones - Financial Advisor: Frank J Evers 3434 Edwards Mill Rd, Raleigh, NC 27612
91978xxxx0 a.j*********@e**********.com 85323
Alan Segal - Private Wealth Advisor, Ameriprise Financial Services 3600 Glenwood Ave Ste 130, Raleigh, NC 27612
91922xxxx8 ala*********@a***.com
RTP Asset Management 107 Fayetteville St # 300, Raleigh, NC 27601
91935xxxx9 man*******@r*******.com 2.6 39
Merrill Lynch Wealth Management 3201 Glenwood Ave, Raleigh, NC 27612 91982xxxx0 aas***********@m*.com
Lewis Financial Management LLC 1611 E Millbrook Rd, Raleigh, NC 27609
91987xxxx0 dle***@l*********.com 4.2 5
Edward Jones - Financial Advisor: Chase White III, CFP®|CEPA® 4131 Parklake Ave Ste 525, Raleigh, NC 27612
91957xxxx1 a.j*********@e**********.com 67 69
Phillip Sielatycki - Financial Advisor, Ameriprise Financial Services 200 S Academy St Ste 200, Cary, NC 27511
91941xxxx8 dns*****@a***.com
Capital Associates 1501 Sunrise Ave Suite 100, Raleigh, NC 27608
91923xxxx1 aev***@c****************.com 5 14 105 5
Investors Management Corporation 801 N West St, Raleigh, NC 27603
91965xxxx9 aba****@i******************.com
Triangle Securities 1301 Annapolis Dr, Raleigh, NC 27608
91983xxxx1 con****@t*****************.com
Jamie Carrington - Private Wealth Advisor, Ameriprise Financial Services 4515 Falls Of Neuse Rd Ste 100, Raleigh, NC 27609
91987xxxx4 and********@a***.com 157 2 160
Ida & Asset Building Collaborative 3620 Six Forks Rd, Raleigh, NC 27609 91934xxxx8
Susanna Robinson - Raymond James 210 W Millbrook Rd, Raleigh, NC 27609
91984xxxx2 aar************@r***********.com 17486 18000
The Clements-Langdon Group 3800 Glenwood Ave Ste 400, Raleigh, NC 27612
91991xxxx4 bob*****@r**.com 86 2 86
Edward Jones - Financial Advisor: John A Petretich, CFP®|AAMS™ 1814 Oberlin Rd Ste 104, Raleigh, NC 27608
91979xxxx9 a.j*********@e**********.com 87317 99000
Greenhawk Company 1330 Sunday Dr, Raleigh, NC 27607
91985xxxx7 ank**@g************.com
The Management House 707 W North St, Raleigh, NC 27603
91950xxxx9 inf*@t*****************.net 4.5 4
Edward Jones - Financial Advisor: Matt Vukmer, CFP® 8351 Standonshire Way Ste 117, Raleigh, NC 27615
91951xxxx2 a.j*********@e**********.com 87317 99000
High Rock Partners Inc 8601 Six Forks Rd Unit 400, Raleigh, NC 27615
91925xxxx2 bho****@h***************.com
Blue Heron Asset Management 1111 Haynes St Ste 203, Raleigh, NC 27604
91930xxxx6 ang*********@b************.com
Clio Asset Management 3701 National Dr, Raleigh, NC 27612 91978xxxx3
Proximity Financial Partner 5400 Trinity Rd Ste 305, Raleigh, NC 27607 91972xxxx6 dhe****@p**********.com
Beacon Financial Strategies 8376 Six Forks Rd, Raleigh, NC 27615
91932xxxx5 bfs@b************************.com
Polimeni Tax and Financial Group 3733 National Dr Suite 123, Raleigh, NC 27612
91930xxxx0 can****@p*********************.com 5 2
Edward Jones - Financial Advisor: Tyler Faggart 3434 Edwards Mill Rd Ste 106, Raleigh, NC 27612 91978xxxx0
Edward Jones - Financial Advisor: Darryl Banks, CFP®|AAMS™ 2941 Wakefield Pines Dr Ste 102, Raleigh, NC 27614
91943xxxx6 a.j*********@e**********.com 74 6 79
Cornerstone Wealth Management 2301 Stonehenge Dr, Raleigh, NC 27615
91984xxxx0 chr**@c******.com
Encore Properties 1409 W Academy St Fuquay Varina, NC 27526
91932xxxx9 com*******@e********.com 2.3 6
Capital Asset Management Corporation 124 Mine Lake Ct, Raleigh, NC 27615 91984xxxx9
American Residential Investment Management 3040 Berks Way Ste 203, Raleigh, NC 27614
amr****************@c*************.com 5 1
Collegiate Capital Management , Inc. 214 New Bern Pl, Raleigh, NC 27601
80033xxxx1 ago******@c****************.com
Archer Investments 4900 Falls Of Neuse Rd Ste 105, Raleigh, NC 27609 91975xxxx1 hop*@a*************************.com
Other Side Asset Management 4141 Banks Stone Dr, Raleigh, NC 27603
91924xxxx0 joh******@e******.com 93
Hunnicutt Investment Management 1201 Dowling Rd, Raleigh, NC 27610 91923xxxx2
Edward Jones - Financial Advisor: Francisco Itriago 7521 Mourning Dove Rd Ste 104A, Raleigh, NC 27615
91984xxxx0 a.j*********@e**********.com 87317 99000
Wilson Property Management Inc. 5520 McNeely Dr STE 100, Raleigh, NC 27612
91978xxxx7 aar*******@w*****.net 3 151 734 4
Flagstar Bank 900 Ridgefield Dr, Raleigh, NC 27609 91984xxxx9
RetirementGeeks.com 2840 Plaza Pl #206, Raleigh, NC 27612
91988xxxx0 jon******@l**.com
American Asset Corporation 7990 Arco Corporate Dr #119, Raleigh, NC 27617
91982xxxx0 bbr****@a*****.com 1 10 2.6 6 59 5 62
Ledgent Finance & Accounting 4208 Six Forks Rd Tower, Suite 1000, Raleigh, NC 27609
91998xxxx9 aad***@l******.com 5 130 4.4 20 416 436
Vesta Wealth Advisors 3221 Blue Ridge Rd STE 105, Raleigh, NC 27612
91920xxxx3 con***@v***********.com 5 1 309 355
Edward Jones - Financial Advisor: Justin Minott 6505 Bakersfield Dr, Raleigh, NC 27606 61994xxxx0
Edward Jones - Financial Advisor: Jack G Giamportone 9212 Falls Of Neuse Rd, Raleigh, NC 27615
91984xxxx3 a.j*********@e**********.com 85323
Edward Jones - Financial Advisor: William G Alexander Jr 5003 Falls Of Neuse Rd Ste E, Raleigh, NC 27609 91985xxxx3
Northwestern Mutual 1201 Edwards Mill Rd #200, Raleigh, NC 27607
91983xxxx2 a.-***********@n*****************.com 2.3 6 107348 16227 108000
Edward Jones - Financial Advisor: John Soles 203 E Whitaker Mill Rd, Raleigh, NC 27608
91983xxxx0 a.j*********@e**********.com 85323
Edward Jones - Financial Advisor: Jack Fryer 6500 Creedmoor Rd Ste 106, Raleigh, NC 27613
91957xxxx0 a.j*********@e**********.com 9
Ammons Pittman Property Management 10224 Durant Rd #107, Raleigh, NC 27614
91979xxxx5 dmc******@r************.com 3.3 72
Ramm Asset Manageent Group 126 S Salisbury St, Raleigh, NC 27601 75736xxxx1
The Maner Group - Morgan Stanley 3800 Glenwood Ave Ste 500, Raleigh, NC 27612
33627xxxx0 int**********@m************.com
Diversified Estate Services Serving theRaleigh Area
91978xxxx6 jen*****@d*****.org
Thomas Giroux - Associate Financial Advisor, Ameriprise Financial Services 4515 Falls Of Neuse Rd Ste 100, Raleigh, NC 27609
91987xxxx4 and********@a***.com
Ark Royal Wealth Management 2626 Glenwood Ave Suite 485, Raleigh, NC 27608
91971xxxx5 inf*@a*********.com 5 7
Townsend Asset Management Corp 3110 Edwards Mill Rd Ste 150, Raleigh, NC 27612
91978xxxx9 adv****@a*******.com 4.3 6
Capital Advisers, Inc 100 E Six Forks Rd #250, Raleigh, NC 27609
91986xxxx0 swi****@c*****************.com 5 1
BHK Investments 314 W Millbrook Rd, Raleigh, NC 27609
91984xxxx4 joh*@k************.com
Capital Investment Advisory Services, LLC 100 E Six Forks Rd, Raleigh, NC 27609 91983xxxx0
Morgan Stanley Wealth Management 2501 Blue Ridge Rd Ste 190, Raleigh, NC 27607 91978xxxx0
Cardinal Capital Management Inc 2626 Glenwood Ave Ste 380, Raleigh, NC 27608
91953xxxx0 gan*****@c************************.com
Edward Jones 8411 Brier Creek Pkwy Ste 107, Raleigh, NC 27617
91936xxxx8 a.j*********@e**********.com 87317 99000
Edward Jones - Financial Advisor: Beau Cutts 7920 Acc Blvd Ste 312, Raleigh, NC 27617
91980xxxx0 a.j*********@e**********.com 87317 99000
Edward Jones 8816 Six Forks Rd Ste 105, Raleigh, NC 27615
91984xxxx2 acc**********@e**********.com 111 114
Edward Jones - Financial Advisor: John Soles, CFP®|AAMS™ 8470 Falls Of Neuse Rd Ste 106, Raleigh, NC 27615
91984xxxx7 a.j*********@e**********.com 137 137
Drew Getman - RBC Wealth Management Financial Advisor 3800 Glenwood Ave Ste 400, Raleigh, NC 27612
91957xxxx4 wms**********@r**.com 14640 16000
Marslender-West Asset Management 3101 Glenwood Ave Ste 213, Raleigh, NC 27612
91978xxxx1 war***************@w*******.com
Edward Jones - Financial Advisor: Chase White III 111 Windel Dr, Raleigh, NC 27609
91957xxxx1 a.j*********@e**********.com 85323
Abbot Downing 150 Fayetteville St Ste 200, Raleigh, NC 27601
88864xxxx7 adf**********************@a***********.com
Douglas C Boggie - Financial Advisor, Ameriprise Financial Services 3600 Glenwood Ave Ste 130, Raleigh, NC 27612
91922xxxx5 cyn***************@a***.com
Morgan Stanley Wealth Management 700 Spring Forest Rd Ste 200, Raleigh, NC 27609
91987xxxx0 aar***********@m***********************.com
Baillie Enterprises 8601 Six Forks Rd Ste 400, Raleigh, NC 27615
84442xxxx4
The Pendergraph Companies 3924 Browning Pl, Raleigh, NC 27609 91975xxxx8 1.7 59
Preston Mahan 3535 Glenwood Ave, Raleigh, NC 27612
91953xxxx8 all**@t********.com 7315 555 7800
R BC Wealth Management 4208 Six Forks Rd, Raleigh, NC 27609
91957xxxx0 cli**********@r**.com 14751 16000
Place Trade Financial 4030 Wake Forest Rd, Raleigh, NC 27609
91971xxxx0 bi**@p*********.com
Jason Deibert - Private Wealth Advisor, Ameriprise Financial Services 5420 Wade Park Blvd Ste 208, Raleigh, NC 27607
91980xxxx9 deb****************@a***.com 159 159
Hargett Hunter 4242 Six Forks Rd, Raleigh, NC 27609
91999xxxx8 aah***@h************.com
New Western 5171 Glenwood Ave Suite 460, Raleigh, NC 27612
91982xxxx0 aar********@n*********.com 4.8 50 13986 153 16000
Northpoint Asset Management 3737 Glenwood Ave #100, Raleigh, NC 27612
91972xxxx2 ada********@n***********.com 4.2 38 142 187
Sabre Capital 152 Mine Lake Ct, Raleigh, NC 27615
91984xxxx9 bak****@s***********.com
Wells Fargo Advisors 3105 Glenwood Ave Suite 201, Raleigh, NC 27612
91978xxxx0 abc***@w*****************.com 1 4 188275 189000
Edward Jones 511 Keisler Dr Ste 201, Cary, NC 27518
91985xxxx5 a.j*********@e**********.com 87317 99000
RKJ Group 4350 Lassiter At North Hills Ave Ste 240, Raleigh, NC 27609
91923xxxx1
V G Murray & Co Inc 722 St Marys St, Raleigh, NC 27605
91983xxxx0 rep****@v*****************.com 2.7 30
Wells Fargo Private Bank 4208 Six Forks Rd Ste 1220, Raleigh, NC 27609
98434xxxx0 aar**********@w*********.com 154084 11
Edward Jones - Financial Advisor: Nicholas Hulsey, CFP® 3700 Glenwood Ave Ste 120, Raleigh, NC 27612
91989xxxx5 a.j*********@e**********.com
Bryan Foskie Cfp 1611 Jones Franklin Rd, Raleigh, NC 27606 91985xxxx0 aar**@a**************.com 916367 79
Hopper Financial Group 314 W Millbrook Rd STE 25, Raleigh, NC 27609
91984xxxx4 jan*@h*******************.com
Kip-Dell Homes Inc 3739 National Dr, Raleigh, NC 27612 91978xxxx2
Nelson Wealth Advisors 10604 Bent Twig Dr, Raleigh, NC 27613
91984xxxx9 bre*********@c*************.com 73
Wilbanks Smith & Thomas Asset Management 3605 Glenwood Ave # 450, Raleigh, NC 27612
91978xxxx8 ami******@w****.com
Mikels & Jones Properties 3901 Barrett Dr # S-102, Raleigh, NC 27609
91978xxxx8 aaw**@m***********.com 4.8 4 40
Langdon, William 3800 Glenwood Ave, Raleigh, NC 27612
91991xxxx4 bob*****@r**.com 86 2 86
Charles Savidge - Private Wealth Advisor, Ameriprise Financial Services 4030 Wake Forest Rd Ste 108, Raleigh, NC 27609
91951xxxx4 cha**************@a***.com
Becky Tolbert - Financial Advisor, Ameriprise Financial Services 3605 Glenwood Ave Ste 210, Raleigh, NC 27612
91967xxxx5 bis**********@a***.com
Beacon Financial Strategies Corp 7100 Six Forks Rd Ste 135, Raleigh, NC 27615
91932xxxx5 bfs@b************************.com
Edward Jones - Financial Advisor: C Dean Howard 2019 Fairview Rd Ste 101, Raleigh, NC 27608 91982xxxx5
APG Advisors 1201 Edwards Mill Rd #300, Raleigh, NC 27607
91983xxxx0 ala***@a*****.com 4.8 49 334 24 341
Pratto Wealth Management-Llc 8506 Six Forks Rd STE 202, Raleigh, NC 27615
91942xxxx8 pau*@p*********************.com
David Nichols - Financial Advisor, Ameriprise Financial Services 3600 Glenwood Ave Ste 130, Raleigh, NC 27612
91922xxxx4 ada*************@a***.com 302 10
Meridian Financial 1201 Edwards Mill Rd #200, Raleigh, NC 27607
91975xxxx1 adm*******@c*****.com
CAPTRUST 4208 Six Forks Rd #1700, Raleigh, NC 27609
80021xxxx5 3d@c*******.com 4.2 5 445 62 570
C A Asset Management 2940 Trawick Rd STE 2, Raleigh, NC 27604
91987xxxx3 aim**@c*****.com
Jason Curfman - Financial Advisor, Ameriprise Financial Services 2501 Blue Ridge Rd Ste 490, Raleigh, NC 27607
91967xxxx0 cam*************@a***.com 171 178
Shah Capital Management Inc 2301 Sugar Bush Rd #510, Raleigh, NC 27612
91971xxxx0 a.s****@s**********.com
RBC Wealth Management Branch - Raleigh 3800 Glenwood Ave Suite 400, Raleigh, NC 27612
91957xxxx0 bob*****@r**.com 1 1 86 2 86
VR Business Brokers 130B Wind Chime Ct, Raleigh, NC 27615
91962xxxx1 bri**@v************.com 4.9 107 1009 7 1000
Edward Jones - Financial Advisor: Matthew Rowe 5000 Falls Of Neuse Rd Ste 424, Raleigh, NC 27609
91998xxxx0 acc**********@e**********.com 87317 99000
Atlantic Investment Management 205 S Rogers Ln, Raleigh, NC 27610
91921xxxx4 a.-**********@a*****************.net
Raymond James Financial Services 1135 Kildaire Farm Rd, Cary, NC 27511
91946xxxx0
Edward Jones - Financial Advisor: Fred Gunther 3721 Lynn Rd, Raleigh, NC 27613
91978xxxx5 a.j*********@e**********.com 85323
Edward Jones - Financial Advisor: Steve Fordham, CFA® 211 E Six Forks Rd Ste 115, Raleigh, NC 27609
91983xxxx1 a.j*********@e**********.com 59
Mutual of Omaha® Advisors - Raleigh 1500 Sunday Dr Ste 212, Raleigh, NC 27607
91985xxxx6 aim*********@m************.com 3 2
Envestnet Asset Management Inc 150 Fayetteville St, Raleigh, NC 27601
91983xxxx0 aar**@e********.com
Jon Narducci - Financial Advisor, Ameriprise Financial Services 3600 Glenwood Ave Ste 130, Raleigh, NC 27612
91922xxxx5 dns*****@a***.com
Ben Graff - Private Wealth Advisor, Ameriprise Financial Services 3600 Glenwood Ave Ste 130, Raleigh, NC 27612
91922xxxx1 ben*************@a***.com
Russell Emrath - Private Wealth Advisor, Ameriprise Financial Services 3600 Glenwood Ave Ste 130, Raleigh, NC 27612
91922xxxx5 car********@a***.com 19
BB&T Scott & Stringfellow 3605 Glenwood Avenue, Suite 400, Raleigh, NC 27612 91957xxxx3
Dunning Capital, LLC 6837 Falls of Neuse Rd STE 206, Raleigh, NC 27615 91953xxxx0
First Oak Wealth Management - Investment Advisor 9131 Anson Way Suite 200, Raleigh, NC 27615
91942xxxx5 aed*****@f*******.com
Edward Jones - Financial Advisor: Dean Howard, AAMS™ 2019 Fairview Rd Ste 101, Raleigh, NC 27608
91982xxxx5 acc**********@e**********.com 87319 99000
Peatross, Harrison 3800 Glenwood Ave, Raleigh, NC 27612
91957xxxx5 rbc*********@r**.com 2 4
Townsend Asset Management Corp • 40+ years in business • Serves Raleigh 3110 Edwards Mill Rd Suite 150, Raleigh, NC 27612
91978xxxx9 adv****@a*******.com 4.4 7 209 2 199
Lucid Wealth Planning LLC 1780 Heritage Center Dr Unit 201, Wake Forest, NC 27587
91949xxxx6 jef****@l******************.com 5 4
Bryan Richardson - Financial Advisor, Ameriprise Financial Services 200 S Academy St Ste 200, Cary, NC 27511
91981xxxx0 ang********@a***.com 546 553
Blue Ridge Asset Management 911 Paverstone Dr, Raleigh, NC 27615
91980xxxx3 dav**@p**********.com
Compass Financial Group 7000 Harps Mill Rd STE 103, Raleigh, NC 27615
91971xxxx1 ali*********@c******************.com 5 20 157 167
ABC Management Inc 900 Ridgefield Dr Suite 145, Raleigh, NC 27609
91992xxxx1 coa**@a***************.com 166 165
Clever Financial 9208 Falls Of Neuse Rd Ste 111, Raleigh, NC 27615
91920xxxx5 ho**@c********.com 10
Glenwood Asset Management 2527 Atlantic Ave, Raleigh, NC 27604
91983xxxx8 3.9 47
Morehead Capital 801 N West St, Raleigh, NC 27603
91965xxxx9 aba****@i******************.com 5 1
American Asset Corp 7990 Arco Corporate Dr Ste 119, Raleigh, NC 27617
91982xxxx0 bbr****@a*****.com 1 10
Dye Creek Capital 4101 Lake Boone Trl, Raleigh, NC 27607
91923xxxx1
Friend Wealth Group 3800 Glenwood Ave Ste 400, Raleigh, NC 27612
91957xxxx9 ale*************@r**.com 11 2 43
Northwestern Mutual Wealth Management Company: Jennifer B. Torrey, CFPÂ , CLUÂ , RICPÂ 1201 Edwards Mill Rd #200, Raleigh, NC 27607
91975xxxx6 a.-***********@n*****************.com
City of Oaks Wealth Management 5513 Cressage Ct, Raleigh, NC 27613
91988xxxx8 cmo***@c***************.com 5 1 311
Mercer Advisors Wealth Management 8352 Six Forks Rd STE 201, Raleigh, NC 27615
91984xxxx9 aar********@m*************.com 2837 28 2900
Alan Hughes - Raymond James 3515 Glenwood Ave #200, Raleigh, NC 27612
91978xxxx0 abc***@r***********.com 17477 18000
Raymond James 1100 Navaho Dr Ste 122, Raleigh, NC 27609
91987xxxx7
Edward Jones 10320 Durant Rd, Raleigh, NC 27614 91932xxxx6
Raymond James Financial Services 4601 Six Forks Rd, Raleigh, NC 27609 91978xxxx0 aar************@r***********.com 17477 18000
Kati Sessoms 7100 Falls of Neuse Rd, Raleigh, NC 27615
91981xxxx0 a.u*******@t********.com 7316 555 7800
Coe, Michael 3800 Glenwood Ave, Raleigh, NC 27612
91957xxxx1
CBK Wealth Management - Ameriprise Financial Services 4515 Falls Of Neuse Rd Ste 100, Raleigh, NC 27609
91987xxxx4 and********@a***.com 157 2 160
Nowak Wealth Management Group 3041 Berks Way, Raleigh, NC 27614
91956xxxx2 inf*@w****************.com 165 172
Solver Investment Corp 4000 Atlantic Ave, Raleigh, NC 27604 91987xxxx9
Edward Jones - Financial Advisor: Donna C Winbon 505 Oberlin Rd, Raleigh, NC 27605
91983xxxx9 a.j*********@e**********.com 85323
Oakbridge Financial Group 3100 Smoketree Ct # 1000, Raleigh, NC 27604
91934xxxx8 atr*********@e********.com 4.5 8
Park Ridge Asset Management 8317 Six Forks Rd Ste 203, Raleigh, NC 27615
91989xxxx0 dav**@p**********.com 26
Sunbelt Business Brokers of Raleigh 4801 Glenwood Avenue, Suite 200, Raleigh, NC 27612
91978xxxx6 and**@s*************.com 4.9 31
Oak Creek Wealth Advisors of Janney Montgomery Scott 4140 Parklake Ave Ste 300, Raleigh, NC 27612
91979xxxx2 aal******@j*****.com
The Gidley Group - Ameriprise Financial Services 8317 Six Forks Rd Ste 105, Raleigh, NC 27615
91936xxxx0 ali********@a***.com 691 691
Aim Advisors 436 N Harrington St, Raleigh, NC 27603
91975xxxx1
Edward Jones - Financial Advisor: Brandon J Miller 7201 Creedmoor Rd Ste 115, Raleigh, NC 27613
91951xxxx2 a.j*********@e**********.com 111 2 112
Kyle Clements - RBC Wealth Management Financial Advisor 3800 Glenwood Ave Ste 400, Raleigh, NC 27612
91991xxxx5 bob*****@r**.com 86 2 86
Edward Jones - Financial Advisor: Katie Wall, CFP® 860 Timber Dr, Garner, NC 27529
91977xxxx3 a.j*********@e**********.com 5 9 279 314
Asset Insure, Inc. 9212 Falls of Neuse Rd Ste. 221, Raleigh, NC 27615
85538xxxx5 inf*@a****.insure 4.9 13
Merrill Lynch Wealth Management 150 Fayetteville St, Raleigh, NC 27601 91982xxxx0 aas***********@m*.com
CrossRoads Asset Management 5540 Centerview Dr, Raleigh, NC 27606 91942xxxx4
Cardinal Capital Management, Inc 2626 Glenwood Ave, Raleigh, NC 27608
91953xxxx0 gan*****@c************************.com
Open Asset Management Co. 1000 Centre Green Way Ste 200, Cary, NC 27513 91922xxxx4
Ameriprise Financial Services Inc 286 W Millbrook Rd, Raleigh, NC 27609
91987xxxx0 dav***********@a***.com
Pratto Wealth Management 8506 Six Forks Rd Ste 202, Raleigh, NC 27615
91942xxxx8 jan*@p*********************.com
Chaney, Grant, CFA 3800 Glenwood Ave, Raleigh, NC 27612
91957xxxx9 rbc*********@r**.com
Consolidated Asset Management Services 3801 Lake Boone Trl, Raleigh, NC 27607
91974xxxx0 aal*******@c******.com
Fidelity Capital Management, Inc. 3101 Glenwood Ave Suite 103, Raleigh, NC 27612
91987xxxx0 bi**@f******.com
Heirloom Advisors 1201 Edwards Mill Rd Ste 200A, Raleigh, NC 27607
91975xxxx6 ada********@n*.com
U.S. Trust 421 Fayetteville St, Raleigh, NC 27601
80044xxxx4 aar************@u******.com
Sargent Wealth Management of Janney Montgomery Scott 4140 Parklake Ave Ste 300, Raleigh, NC 27612
91979xxxx0 acr*******@j*****.com 4 5
BrightWealth Management - Ameriprise Financial Services, LLC 2501 Blue Ridge Rd #490, Raleigh, NC 27607
91967xxxx0 dns*****@a***.com 5 2
Wells Fargo Private Bank 150 Fayetteville St Ste 700, Raleigh, NC 27601
98434xxxx0 aar*********@w*********.com 154084 11
MoveZen Property Management 609 St Marys St, Raleigh, NC 27605
91924xxxx5 cat******@m*********.com 4.7 258 848 854
Edward Jones - Financial Advisor: Suzanne G Barham, CFP® 3721 Lynn Rd Ste 124, Raleigh, NC 27613
91978xxxx5 a.j*********@e**********.com 122 122
Vaco Raleigh 4000 Westchase Blvd Ste 100, Raleigh, NC 27607
91971xxxx0 aan*****@v***.com
Adaptive Asset Management, LLC. 108 Arbutus Pl, Chapel Hill, NC 27517
91960xxxx2 JLa****@A*********.com
William Douglas Property Management Company 1033 Wade Ave STE 208, Raleigh, NC 27605
91945xxxx0 aac****@w********.com 4.2 162 289 6 332
Financial Life Solutions 1008 Big Oak Ct Ste 115, Knightdale, NC 27545 98450xxxx1
Meriturn Partners 234 Fayetteville St Ste 600, Raleigh, NC 27601
91982xxxx0
Scott D Sorrell, CFP , AIF , AEP , ChFC , CLU , RICP , CASL , CLTC 8816 Six Forks Rd Suite 301, Raleigh, NC 27615
91971xxxx7 aro**@c****.com 5 24 219
Flagstar Bank 1001 SE Cary Pkwy, Cary, NC 27518 91923xxxx9
Keyrenter Raleigh Property Management 4242 Six Forks Rd Suite 1550, Raleigh, NC 27609
91951xxxx0 ale*@k***************.com 5 93 43 55
Oak City Properties Realty & Management, LLC 4818 Six Forks Rd #104, Raleigh, NC 27609
91923xxxx2 bre**@o****************.com 4.5 244
Alan Morgan - Financial Advisor, Ameriprise Financial Services 183 Wind Chime Ct Ste 202, Raleigh, NC 27615
91951xxxx4 ala**********@a***.com
Peace Of Mind Wealth Management 4101 Lake Boone Trail #111, Raleigh, NC 27607
91978xxxx6 inf*@p********.net 5 15 2195 2
Arbor 4000 Westchase Blvd # 475, Raleigh, NC 27607
91975xxxx1 atr*****@f*************.com 4.6 11 4 12 433 461
Yarborough Asset Management Strategies 14460 Falls of Neuse Rd, Raleigh, NC 27614
91960xxxx2 inf*@y******.com
Turnkey Property Management 3210 Fairhill Dr, Raleigh, NC 27612
91958xxxx0 dan*@t*********.com 4.9 74 256 110 302
Summit Asset Management Group 2054 Kildaire Farm Rd, Cary, NC 27518 91965xxxx0
Wealth Enhancement Group 4101 Lake Boone Trl Ste 116, Raleigh, NC 27607
98434xxxx9 aba****@w****************.com
Consolidated Planning 2626 Glenwood Ave Ste 450, Raleigh, NC 27608
91978xxxx0 abr*********@c********.com 5 2 5 29 483 18 512
Adam Whitesell - Private Wealth Advisor, Ameriprise Financial Services 3600 Glenwood Ave Ste 130, Raleigh, NC 27612
91922xxxx1 ada*************@a***.com
Curi 700 Spring Forest Rd, Raleigh, NC 27609
80066xxxx7 amb*********@c***.com 554 596
Edward Jones - Financial Advisor: Teresa L Carmi 5565 Centerview Dr, Raleigh, NC 27606
91985xxxx5 a.j*********@e**********.com 85323
Keith Prevost - Private Wealth Advisor, Ameriprise Financial Services 200 S Academy St Ste 200, Cary, NC 27511
91981xxxx0 ang********@a***.com
McCarthy, Robert P 3800 Glenwood Ave, Raleigh, NC 27612
91957xxxx1 rbc*********@r**.com
Kelsey Plummer - Raymond James 8315 Six Forks Rd, Raleigh, NC 27615
91984xxxx0 aar************@r***********.com 149 10 146
Edward Jones 8109 Fayetteville Rd Ste 121, Raleigh, NC 27603
91932xxxx3 a.j*********@e**********.com 483 602
Edward Jones - Financial Advisor: Mark J Fortier, CFP® 3304 Six Forks Rd Ste 104, Raleigh, NC 27609
91926xxxx4 acc**********@e**********.com 8 15
Clarity Wealth Management 4242 Six Forks Rd Ste 1550, Raleigh, NC 27609
91964xxxx0 dav*********@c*********.com
Captrust Financial Advisors 4208 Six Forks Rd Ste 1700, Raleigh, NC 27609 91987xxxx2 abr***@k*************.com 564 19
William D. Smith, CFP , AIF , AEP , RICP , LUTCF, CLTC 8816 Six Forks Rd Suite 301, Raleigh, NC 27615
91971xxxx9 cra*****@c****.com 5 10 278 6 278
Stifel 3605 Glenwood Ave # 390, Raleigh, NC 27612
91964xxxx0 abb****@s*****.com 4770 5200
Patriot Wealth Management 4350 Lassiter at North Hills Ave Suite 240, Raleigh, NC 27609
91932xxxx3 aus***@p**************.com 5 1 140 3 149
Scott Allen Stephens - Private Wealth Advisor, Ameriprise Financial Services 434 Fayetteville St Ste 1860, Raleigh, NC 27601
91957xxxx4 dns*****@a***.com
TRG Capital Management, Inc. 8321 Six Forks Rd #103, Raleigh, NC 27615
91923xxxx3 bmu********@t*****.com
LPL Financial and Acera Wealth Management - Michael Delia, AAMS , CFP Michael Delia, Financial Advisor, AAMS®­, CFP®, 8309 Six Forks Rd STE 107, Raleigh, NC 27615
91987xxxx4 amy@a*********.com 5 3
Genesis Investment Group 3737 Glenwood Ave Ste 100, Raleigh, NC 27612 91965xxxx3
Lifetime Asset Management 7008 Harps Mill Rd, Raleigh, NC 27615
91984xxxx5 ala*@l************.com 166 9
Wilbanks Smith & Thomas Asset Management Raleigh, NC 27612
91993xxxx0 ami******@w****.com
Array Financial 4208 Six Forks Rd Suite 1000, Raleigh, NC 27609 91988xxxx9 inf*@a**************.com
Blanton Financial Group, Inc. 17 Glenwood Ave, Raleigh, NC 27603
91983xxxx0 car****@b***************.com
PCI Properties Serving theRaleigh Area 91978xxxx0
Columbia Ridge Capital Management 8506 Six Forks Rd, Raleigh, NC 27615
91967xxxx1 bmu****@c**************.com
Mark Judson, CPA, CGMA, MBA 4000 Westchase Blvd, Raleigh, NC 27607
91997xxxx1 joh*@c*****.com
Stephen Coleman - Financial Advisor, Ameriprise Financial Services 3600 Glenwood Ave Ste 130, Raleigh, NC 27612
91922xxxx2 cyn***************@a***.com
ARIS Wealth Management 7912 Clover Creek Ct, Raleigh, NC 27613
80088xxxx6 adm**@a*******************.com
Lifetime Asset and Tax Management 801 Corporate Center Dr Suite 110, Raleigh, NC 27607
91984xxxx5 ala*@l************.com 5 16 172 11 205
Long View Group - Morgan Stanley 3800 Glenwood Ave Ste 500, Raleigh, NC 27612
91987xxxx3 int**********@m************.com
Edward Jones - Financial Advisor: Marty Coward, CRPC™ 3607 Falls River Ave Ste 113, Raleigh, NC 27614
91979xxxx6 acc**********@e**********.com 200
Edward Jones - Financial Advisor: Jayme N Dimitroff 6500 Creedmoor Rd Ste 106, Raleigh, NC 27613
91957xxxx0 a.j*********@e**********.com 61
RealManage - North Carolina 8480 Honeycutt Rd Ste. 200, Raleigh, NC 27615
86647xxxx3 aal**********@r*********.com 4.1 77 1603 1700
Townsend Asset Management Corp 3110 Edwards Mill Rd, Raleigh, NC 27612
91978xxxx9 adv****@a*******.com 210 2 200
Benson Baxter 2424 Glenwood Ave, Raleigh, NC 27608 91957xxxx1
Trustmark Bank 2304 Narrawood St, Raleigh, NC 27614 91956xxxx6
Capital Group 2807 E Millbrook Rd, Raleigh, NC 27604
Carawan Financial Partners 7000 Harps Mill Rd Ste 201, Raleigh, NC 27615
91987xxxx1 der**********@l**.com
Stifel 3605 Glenwood Ave Ste 310, Raleigh, NC 27612
91964xxxx0 abb****@s*****.com 4770 5200
Lincoln Financial Advisors/ Sagemark Consulting 4011 Westchase Blvd Ste 100, Raleigh, NC 27607
91933xxxx0 bd4*************************************@w*****************.com
Edward Jones - Financial Advisor: John Underhill 4040 Ed Dr, Raleigh, NC 27612
91978xxxx2 a.j*********@e**********.com 85323
Morgan Stanley 700 Spring Forest Rd Ste 200, Raleigh, NC 27609 91987xxxx0
Mark Oglesby - Financial Advisor, Ameriprise Financial Services 3600 Glenwood Ave Ste 130, Raleigh, NC 27612
91922xxxx6 cyn***************@a***.com 12
Edward Jones - Financial Advisor: Jeff Tucker 6807 Knightdale Blvd Ste B, Knightdale, NC 27545
91921xxxx1 a.j*********@e**********.com 13 87317 99000
Greystone Affordable Housing Initiatives 4025 Lake Boone Trail, Ste 209, Raleigh, NC 27607 91957xxxx0 abe****@g*****.com 4.4 33 1100
J T Johnson - Financial Advisor, Ameriprise Financial Services 3600 Glenwood Ave Ste 130, Raleigh, NC 27612
91922xxxx3 and************@a***.com
Edward Jones 7277 Nc Highway 42 Ste 210, Raleigh, NC 27603 91966xxxx0
Hannah McGrath - Financial Advisor, Ameriprise Financial Services 3600 Glenwood Ave Ste 130, Raleigh, NC 27612
91922xxxx9 ada*************@a***.com 302 10
Timothy Rutt - Financial Advisor, Ameriprise Financial Services 3605 Glenwood Ave Ste 210, Raleigh, NC 27612
91967xxxx5 bis**********@a***.com
Deaton Investment Real Estate 6817 Falls of Neuse Rd STE 106, Raleigh, NC 27615
91984xxxx7 joh*@d*****.com
Edward Jones - Financial Advisor: Barbara A Kingrey, AAMS™ 10320 Durant Rd Ste 111, Raleigh, NC 27614
91984xxxx2 a.j*********@e**********.com 133 5 6
Carawan Financial Partners Inc 7000 Harps Mill Rd, Raleigh, NC 27615
91987xxxx1 der**********@l**.com
Millennium Financial 4030 Wake Forest Rd, Raleigh, NC 27609
91971xxxx0 hop*@a*************************.com 257 8 264
Inspiring Investment Raleigh 4509 Creedmoor Rd Suite 200, Raleigh, NC 27612
91943xxxx1 459*************************************@w*****************.com 4.7 28
CAMS – Community Association Management Services 7780 Brier Creek Pkwy Ste 310, Raleigh, NC 27617
91985xxxx4 aba***@c******.com 3.9 195
Quality Jones LLC 4801 Glenwood Ave Ste 284, Raleigh, NC 27612
91966xxxx3 a18*****************************@s*****.wixpress 4.8 96
Freedom Wealth Management 4000 Westchase Blvd Ste 300, Raleigh, NC 27607
91978xxxx7 joh*********@f*********************.com
Atlantic Investment Management 4724 Hargrove Rd, Raleigh, NC 27616 91987xxxx6
Amercn Exprss Fncl A 5540 Centerview Dr, Raleigh, NC 27606 91985xxxx6
Strategic Wealth Designers 8041 Arco Corporate Dr Suite 130, Raleigh, NC 27617
91942xxxx2 aar**@s*******.com 4.9 77 4740 16 4900
Edward Jones - Financial Advisor: Bill Moyer 903 5th Ave Ste C, Garner, NC 27529
91966xxxx6 a.j*********@e**********.com 13 73 3 76
TradeWinds 4600 Marriott Dr Suite 200, Raleigh, NC 27612
98425xxxx2 hel**@t*********.global 5 18
Edward Jones - Financial Advisor: Donna C Winbon 815 Oberlin Rd Ste 301, Raleigh, NC 27605
91983xxxx9 a.j*********@e**********.com 5 2 87317 99000
Insight Wealth Solutions, LLC 7780 Brier Creek Parkway, Suite 325, Raleigh, NC 27617 91957xxxx8
Edward Jones - Financial Advisor: Bobby Allen 203 E Whitaker Mill Rd Ste 107, Raleigh, NC 27608 91983xxxx0
Raleigh Investment Real Estate 2500 Regency Pkwy, Cary, NC 27518
91927xxxx4 inf*@r****************.com
Edward Jones 259 Timber Dr, Garner, NC 27529
91977xxxx2 a.j*********@e**********.com 87317 99000
Miner Wealth Management 4801 Glenwood Ave Suite 200-05, Raleigh, NC 27612
91921xxxx3 ma**@m**********.com
ACH Investment Group Inc. 2840 Plaza Pl #150, Raleigh, NC 27612
91957xxxx5 car************@a********.com 27 32
Will&Press Assets Management 3737 Glenwood Ave Ste 100, Raleigh, NC 27612 91044xxxx3
Capitol Financial Solutions 8816 Six Forks Rd Suite 301, Raleigh, NC 27615
91954xxxx0 aho****@c****.com 4.9 26 278 6 278
Workplace Options 2912 Highwoods Blvd Ste 100, Raleigh, NC 27604
91983xxxx6 bob@b**********.com 4.6 22 1800
Edward Jones - Financial Advisor: Bill Young 5620 Six Forks Rd Ste 102, Raleigh, NC 27609
91932xxxx4 a.j*********@e**********.com 15 2
Du Lac Wealth Services 875 Walnut St Ste 275, Cary, NC 27511
91946xxxx3 gar**************@l**.com
AIM Advisors 421 N Harrington St Suite 630, Raleigh, NC 27603
91975xxxx1 ced*****@a****.com 5 1 256 8 262
HRW, Inc. 4700 Homewood Ct, Raleigh, NC 27609
91978xxxx0 aaz*****@a************.com 4.6 2317 333982 332000
Charleston Management 812 Salem Woods Dr #101, Raleigh, NC 27615
91984xxxx3 bag*****@c*******************.com 1.4 230
Glenwood Asset Management 3111 Glenwood Ave, Raleigh, NC 27612
91978xxxx7 che***@g*****************.com 94 91
Olde Raleigh Financial Group 3110 Edwards Mill Rd #340, Raleigh, NC 27612
91986xxxx2 ale**********@o***************.com 5 8 195
Edward Jones - Financial Advisor: Derek J Crooks, AAMS™ 151 Us 70 Hwy W, Garner, NC 27529
91977xxxx7 a.j*********@e**********.com 42 45
Merritt Wealth Strategies 3356 Six Forks Rd, Raleigh, NC 27609
91981xxxx2 dme*****@f*********.com
Kent Thompson, CFP, MSFS 8816 Six Forks Rd Suite 301, Raleigh, NC 27615
91971xxxx4 kth******@c****.com 5 6 77 4 84
Morgan Stanley 2501 Blue Ridge Rd Ste 190, Raleigh, NC 27607 91949xxxx9
Summit Asset Management Group 5448 Apex Peakway, Apex, NC 27502 91962xxxx8
Capital Investment Companies 100 E Six Forks Rd #200, Raleigh, NC 27609
91983xxxx0 aba****@c*************.com 4.7 28 473 518
Metro Property Management, L.L.C. 1100 Logger Ct suite d-102, Raleigh, NC 27609
91923xxxx8 chr***@m*************.com 3.3 47 230 14 234
J D Gidley - Private Wealth Advisor, Ameriprise Financial Services 8317 Six Forks Rd Ste 105, Raleigh, NC 27615
91936xxxx0 ali********@a***.com 691 691
Edward Jones - Financial Advisor: Brian Beamon 3724 National Dr Ste 121, Raleigh, NC 27612 91957xxxx2
William A Bagby - Financial Advisor, Ameriprise Financial Services 3605 Glenwood Ave Ste 210, Raleigh, NC 27612
91967xxxx5 bis**********@a***.com
Wind Chime Wealth Partners - Ameriprise Financial Services 183 Wind Chime Ct Ste 202, Raleigh, NC 27615
91932xxxx6 bev***********@a***.com 223 4 219
Trustmark National Bank 4601 Six Forks Rd, Raleigh, NC 27609
91946xxxx1 abc***@t********.com 9821 472 10000
Watson Asset Management Group of Raymond James 3515 Glenwood Ave #200, Raleigh, NC 27612
91978xxxx0 aar************@r***********.com 17482 18000
Anchor Capital Management Company 505 Oberlin Rd # 210, Raleigh, NC 27605
91975xxxx2 ben@a********.us 3 1
Fidelity Investments 4509 Creedmoor Rd Ste 101, Raleigh, NC 27612
80053xxxx9 a61****@f*******.com 3.5 8 328889 352000
Bowers Private Wealth Management 260 W Millbrook Rd, Raleigh, NC 27609
98430xxxx8 bbo****@b********.com 5 5 146 15 152
Blue Sky Properties 4030 Wake Forest Rd Suite 300, Raleigh, NC 27609 91934xxxx8 3.2 9
Truist 5135 New Hope Rd, Raleigh, NC 27604
91950xxxx3 a@t*****.com 1.9 31 355430 360000
Edward Jones - Financial Advisor: Blake Cason 2443 Lynn Rd Ste 114, Raleigh, NC 27612
91984xxxx5 a.j*********@e**********.com 169 125 2 127
Consolidated Asset Management Services 801 Corporate Center Dr Ste 116, Raleigh, NC 27607 91974xxxx0
Morgan Stanley Wealth Management 3800 Glenwood Ave, Raleigh, NC 27612
91998xxxx0 int**********@m************.com
Plexus Capital 4601 Six Forks Rd Ste 528, Raleigh, NC 27609
91925xxxx0 ale*@p********.com
Collegiate Capital Management 214 New Bern Pl, Raleigh, NC 27601
91983xxxx1 ago******@c****************.com
Edward Jones - Financial Advisor: Jonathan R Bandy 1151 SE Cary Pkwy Ste 102, Cary, NC 27518
91981xxxx0 a.j*********@e**********.com 391
Lacy Management 4004 Barrett Dr Suite 202, Raleigh, NC 27609
91935xxxx7 inf*@l*************.com 4.2 161 280 7 297
Nick Cerullo - Financial Advisor, Ameriprise Financial Services 3600 Glenwood Ave Ste 130, Raleigh, NC 27612
91922xxxx4 dns*****@a***.com
Beacon Investment Management 434 Fayetteville St, Raleigh, NC 27601 91982xxxx5
TradeMark Residential 811 Spring Forest Rd Suite 1000, Raleigh, NC 27609
91951xxxx0 aca*****@t*******************.com 4 354 1182 7 1300
Raleigh Wealth Management 3110 Edwards Mill Rd #205, Raleigh, NC 27612 91923xxxx9
Edward Jones - Financial Advisor: Michael A Minotti, CFP® 5003 Falls Of Neuse Rd Ste E, Raleigh, NC 27609
91985xxxx3 acc**********@e**********.com 79 3 79
Merit Financial Advisors, LLC 3100 Smoketree Ct # 1002, Raleigh, NC 27604
91987xxxx0 ada*@m*********************.com
Gordon Asset Management, LLC 4721 Emperor Blvd Suite 250, Durham, NC 27703
91931xxxx0 art************@w*******.com 5 2 30 37
Preferred Client Group 116 N West St, Raleigh, NC 27603
91945xxxx1 and********@p****.com 127 129
NovaQuest Capital Management L.L.C. 4208 Six Forks Rd #920, Raleigh, NC 27609
91945xxxx0 a.t********@n********.com
Dixie Asset Management 4716 Norbury Pl, Raleigh, NC 27614
91938xxxx5 brk*****@w******************.com
Edelman Financial Engines 4700 Falls Of Neuse Rd Ste 275, Raleigh, NC 27609
83375xxxx3 aar*******@e**********************.com 3 2 18783 20 20000
Foursquare Property Management Raleigh 4509 Creedmoor Rd Suite 201, Raleigh, NC 27612
91997xxxx8 ahm**@f***********.com 4.7 91
Edward Jones - Financial Advisor: Brad McRae Sr 10320 Durant Rd Ste 111, Raleigh, NC 27614 91932xxxx6
Jeff Mc Claugherty - Private Wealth Advisor, Ameriprise Financial Services 2501 Blue Ridge Rd Ste 490, Raleigh, NC 27607
91967xxxx0 cam*************@a***.com 171 178
Purrington John V 4101 Lake Boone Trl, Raleigh, NC 27607 91957xxxx2
Nicholas J. Pino, CFP , AIF 8816 Six Forks Rd Suite 301, Raleigh, NC 27615
91971xxxx1 cli***********@c****.com 5 10 741
Solas Financial 1201 Edwards Mill Rd 2nd floor, Raleigh, NC 27607
ade********@n*.com 223
H & M Financial Group LLC - LPL Financial 8309 Six Forks Rd Suite 107, Raleigh, NC 27615
91987xxxx8 chr*************@l**.com 4.9 36
Wake Wealth Management Co. 4509 Creedmoor Rd Suite 201, Raleigh, NC 27612
91957xxxx0
Cecil Financial Inc 3701 Lake Boone Trail #200, Raleigh, NC 27607
91957xxxx4 kev********@l**.com
Edward Jones - Financial Advisor: Jon Lee 4131 Parklake Ave Ste 525, Raleigh, NC 27612 91957xxxx1
Michael Kaplan - Financial Advisor, Ameriprise Financial Services 4515 Falls Of Neuse Rd Ste 100, Raleigh, NC 27609
91987xxxx4 and********@a***.com 157 2 160
Clio Asset Management 600 Wade Ave, Raleigh, NC 27605 91982xxxx1
Qualified Retirement Plan Services Inc 2724 Discovery Dr Ste 100, Raleigh, NC 27616
91978xxxx1 ben*@q***.com
Jensen Financial Group 4004 Barrett Dr, Raleigh, NC 27609
91982xxxx4 jen*********************@d*************.com
Mynd Property Management Raleigh-Durham NC 421 Fayetteville St Suite 1100, Raleigh, NC 27601
83336xxxx3 aar*********@m***.co 4.3 494 16 22
Trillium Square Advisors LLC 2840 Plaza Pl #210, Raleigh, NC 27612
91982xxxx8 inf*@t*************.com 5 1
Financial Resource Management 211 E Six Forks Rd # 118, Raleigh, NC 27609
91985xxxx8 bec**@f****.com 5 14 119
Secrest, Edward B, AGT 7780 Brier Creek Pkwy, Raleigh, NC 27617
91954xxxx0 ese*****@s*******.com
Investors Management Corporation 5151 Glenwood Ave, Raleigh, NC 27612 91988xxxx0
James M Richardson - Private Wealth Advisor, Ameriprise Financial Services 3605 Glenwood Ave Ste 210, Raleigh, NC 27612
91967xxxx5 bis**********@a***.com 154 161
Edward Jones - Financial Advisor: Dwight P Carson, CRPC™ 7277 Nc 42 Hwy Ste 210, Raleigh, NC 27603
91966xxxx0 a.j*********@e**********.com 168 2 171
Principal Financial Group 4141 Parklake Ave Ste 450, Raleigh, NC 27612
91983xxxx0 a.m**@p********.com 3.4 9 68203 254 70000
Fidelity Capital Manageme 3101 Glenwood Ave Ste 303, Raleigh, NC 27612
91985xxxx0 bi**@f******.com
Edward Jones - Financial Advisor: Geoffrey C Raynor 1 Glenwood Ave Ste 4-102, Raleigh, NC 27603 91934xxxx0
Trust Co of North Carolina 100 W Chatham St, Cary, NC 27511
91955xxxx6 inf*@t*************.com 503 508
The Capitol Group - Morgan Stanley 3800 Glenwood Ave Ste 500, Raleigh, NC 27612
91978xxxx0 acm***********@m************.com
Morgan Stanley Wealth Management 3737 Glenwood Ave, Raleigh, NC 27612 91978xxxx0 acc**********@m************.com
Crosspoint Investments 5505 Creedmoor Rd, Raleigh, NC 27612 91957xxxx7 4 2
Edward Jones - Financial Advisor: Waylon L Iddings 5000 Falls Of Neuse Rd Ste 424, Raleigh, NC 27609
91998xxxx0 a.j*********@e**********.com 4.4 5 40
Gipp, Bob, MBA 3800 Glenwood Ave, Raleigh, NC 27612
91957xxxx6 bob*****@r**.com 86 2 86
Edward Jones - Financial Advisor: Denise M Hanrahan 8480 Honeycutt Rd Ste 200, Raleigh, NC 27615 91932xxxx1
Northwestern Mutual - John Mitchell 1201 Edwards Mill Rd #200, Raleigh, NC 27607
91975xxxx6 soc***@n*****************.com 5 1 107348 16227 108000
M & A Investment Company 4800 Falls Of Neuse Rd, Raleigh, NC 27609 91987xxxx7
Alpha Private Wealth Management 9208 Falls Of Neuse Rd, Raleigh, NC 27615 91972xxxx7