| Edward Jones - Financial Advisor: Kevin R. Overcash |
1155 Kildaire Farm Rd Ste 102, Cary, NC 27511 |
|
91946xxxx3 |
a.j*********@e**********.com |
|
|
|
|
|
|
|
|
50 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| TA Financial Strategy |
4208 Six Forks Rd Ste 1000, Raleigh, NC 27609 |
|
91982xxxx2 |
al@t******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| KR Property Group |
5401 Oak Park Rd, Raleigh, NC 27612 |
|
91957xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Noble Investment |
500 Fayetteville St, Raleigh, NC 27601 |
|
91975xxxx2 |
adi*************@n**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Brian M Price |
9101 Leesville Rd Ste 123, Raleigh, NC 27613 |
|
91984xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| HCG Funds |
133 Fayetteville St, Raleigh, NC 27601 |
|
91930xxxx2 |
a.-*****@h*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Moths, Kay |
434 Fayetteville St, Raleigh, NC 27601 |
|
91971xxxx0 |
bba***@s***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Triangle Wealth Management |
1301 Annapolis Dr, Raleigh, NC 27608 |
|
91983xxxx1 |
inf*@t*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Capital Investment Counsel Inc |
17 Glenwood Ave, Raleigh, NC 27603 |
|
91983xxxx0 |
aba****@c*************.com |
|
|
|
|
|
|
465 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones |
9101 Leesville Rd Ste 123, Raleigh, NC 27613 |
|
91984xxxx7 |
a.j*********@e**********.com |
|
|
|
|
|
|
85323 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Envestnet Asset Management Inc |
421 Fayetteville St, Raleigh, NC 27601 |
|
91985xxxx1 |
aar**@e********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Raymond James Financial Services |
8398 Six Forks Rd, Raleigh, NC 27615 |
|
91980xxxx2 |
aar************@r***********.com |
|
|
|
|
|
|
17477 |
|
18000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kari Nelson Flores - Financial Advisor, Ameriprise Financial Services |
4030 Wake Forest Rd Ste 108, Raleigh, NC 27609 |
|
91951xxxx4 |
cha**************@a***.com |
|
|
|
|
|
|
234 |
3 |
238 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Advanced Financial Concepts |
8404 Six Forks Rd Ste 204, Raleigh, NC 27615 |
|
91984xxxx1 |
*li*@a*******************.com |
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Dixie Asset Management |
510 Glenwood Ave # 315, Raleigh, NC 27603 |
|
91923xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Shearin Jim |
3605 Glenwood Ave Ste 390, Raleigh, NC 27612 |
|
91957xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| SSG Wealth Management - UBS Financial Services Inc. |
3700 Glenwood Ave Suite 300, Raleigh, NC 27612 |
|
91978xxxx7 |
ale*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Raleigh Securities Inc |
9921 Waterview Rd, Raleigh, NC 27615 |
|
91951xxxx3 |
smi**@r****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Sizemore Group - Morgan Stanley |
3800 Glenwood Ave Ste 500, Raleigh, NC 27612 |
|
91957xxxx0 |
acm***********@m************.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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Freeman Financial Services |
6511 Creedmoor Rd Ste 103 Raleigh, NC 27613 |
|
91978xxxx5 |
con****@f*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Matt Vukmer, CFP® |
8351 Standonshire Way Ste 117, Raleigh, NC 27615 |
|
91951xxxx2 |
a.j*********@e**********.com |
|
|
|
|
|
|
87317 |
|
99000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Blue Heron Asset Management |
1111 Haynes St UNIT 203, Raleigh, NC 27604 |
|
91948xxxx6 |
ang*********@b************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wilbanks Smith & Thomas Asset Management |
Raleigh, NC 27612 |
|
91993xxxx0 |
ada*@w****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Flagstar Bank |
900 Ridgefield Dr, Raleigh, NC 27609 |
|
91984xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| American Asset Corporation |
7990 Arco Corporate Dr #119, Raleigh, NC 27617 |
|
91982xxxx0 |
bbr****@a*****.com |
1 |
10 |
|
|
2.6 |
6 |
59 |
5 |
62 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Capital Associates Management LLC |
4414 Lake Boone Trl, Raleigh, NC 27607 |
|
91923xxxx1 |
akh**@c****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Joel M Oliver, AAMS™ |
2425 Kildaire Farm Rd Ste 100, Cary, NC 27518 |
|
91964xxxx0 |
a.j*********@e**********.com |
|
|
|
|
|
|
168 |
13 |
172 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Townsend Asset Management Corp |
3110 Edwards Mill Rd Ste 150, Raleigh, NC 27612 |
|
91978xxxx9 |
adv****@a*******.com |
4.3 |
6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Scott D Swift, CFP®|AAMS™ |
2426 SW Cary Pkwy, Cary, NC 27513 |
|
91946xxxx6 |
a.j*********@e**********.com |
|
|
|
|
|
|
87317 |
|
99000 |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| BHK Investments |
314 W Millbrook Rd, Raleigh, NC 27609 |
|
91984xxxx4 |
joh*@k************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morgan Stanley Wealth Management |
2501 Blue Ridge Rd Ste 190, Raleigh, NC 27607 |
|
91978xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones |
1155 Kildaire Farm Rd Ste 102, Cary, NC 27511 |
|
91946xxxx3 |
a.j*********@e**********.com |
|
|
|
|
|
|
|
|
50 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kip-Dell Homes Inc |
3739 National Dr, Raleigh, NC 27612 |
|
91978xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Real Estate Associates |
3333 Durham-Chapel Hill Blvd Ste C Durham, NC 27707 |
|
91948xxxx0 |
ac@r**************.com |
3.5 |
110 |
1.9 |
20 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| International Institute of Trading Mastery |
102 Commonwealth Ct, Cary, NC 27511 |
|
91946xxxx3 |
inf*@i***.com |
5 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Carolina Wealth Strategies |
201 Shannon Oaks Circle, Suite 200, Cary, NC 27511 |
|
91965xxxx9 |
inf*@c***********************.com |
|
|
|
|
|
|
|
|
18 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Nelson Wealth Advisors |
10604 Bent Twig Dr, Raleigh, NC 27613 |
|
91984xxxx9 |
bre*********@c*************.com |
|
|
|
|
|
|
|
|
73 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Bradford Wilson |
118 New Edition Ct, Cary, NC 27511 |
|
91985xxxx6 |
a.j*********@e**********.com |
|
|
|
|
|
|
87317 |
|
99000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wilbanks Smith & Thomas Asset Management |
3605 Glenwood Ave # 450, Raleigh, NC 27612 |
|
91978xxxx8 |
ami******@w****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Misty L Bussey |
264 W Chatham St, Cary, NC 27511 |
|
91946xxxx9 |
a.j*********@e**********.com |
|
|
|
|
|
|
128 |
|
131 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| David Nichols - Financial Advisor, Ameriprise Financial Services |
3600 Glenwood Ave Ste 130, Raleigh, NC 27612 |
|
91922xxxx4 |
ada*************@a***.com |
|
|
|
|
|
|
302 |
10 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 Ste 400, Raleigh, NC 27612 |
|
91957xxxx0 |
bob*****@r**.com |
|
|
|
|
|
|
86 |
2 |
86 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| First Oak Wealth Management - Investment Advisor |
9131 Anson Way Suite 200, Raleigh, NC 27615 |
|
91942xxxx5 |
aed*****@f*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morgan Stanley Wealth Management |
2000 Regency Pkwy Ste 200, Cary, NC 27518 |
|
91946xxxx5 |
aal*******@m************.com |
|
|
|
|
|
|
113351 |
3088 |
131000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bryan Richardson - Financial Advisor, Ameriprise Financial Services |
200 S Academy St Ste 200, Cary, NC 27511 |
|
91981xxxx0 |
ang********@a***.com |
|
|
|
|
|
|
546 |
|
553 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morgan Stanley |
2000 Regency Pkwy Ste 200, Cary, NC 27518 |
|
91946xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Ross A Vari |
118 New Edition Ct, Cary, NC 27511 |
|
91985xxxx6 |
a.j*********@e**********.com |
|
|
|
|
|
|
87317 |
|
99000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| FFG Companies |
4009 Village Park Dr, Knightdale, NC 27545 |
|
91926xxxx0 |
bgr*****@a*****************.com |
5 |
2 |
|
|
|
|
42 |
|
41 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Brad F McRae II |
160 NE Maynard Rd, Cary, NC 27513 |
|
91946xxxx0 |
a.j*********@e**********.com |
|
|
|
|
|
|
85323 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Vision Quest Wealth Management |
112 E Hargett St, Raleigh, NC 27601 |
|
91943xxxx0 |
|
2.3 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Oak Creek Wealth Advisors of Janney Montgomery Scott |
4140 Parklake Ave Ste 300, Raleigh, NC 27612 |
|
91979xxxx2 |
acr*******@j*****.com |
|
|
|
|
|
|
4 |
|
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Veratis Investment Group |
1400 Crescent Grn Ste 110, Cary, NC 27518 |
|
91946xxxx5 |
bka**@v**************.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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Wealth Management |
150 Fayetteville St, Raleigh, NC 27601 |
|
91982xxxx0 |
aas***********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cardinal Capital Management, Inc |
2626 Glenwood Ave, Raleigh, NC 27608 |
|
91953xxxx0 |
gan*****@c************************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Stephanie B Fahrer |
2425 Kildaire Farm Rd Ste 100, Cary, NC 27518 |
|
91985xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wells Fargo Private Bank |
150 Fayetteville St Ste 700, Raleigh, NC 27601 |
|
98434xxxx0 |
aar*********@w*********.com |
|
|
|
|
|
|
154084 |
|
11 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Keystone Financial Partners |
1255 Crescent Grn Ste 440, Cary, NC 27518 |
|
91946xxxx8 |
agr***@k************************.com |
|
|
|
|
|
|
229 |
|
243 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Financial Life Solutions |
1008 Big Oak Ct Ste 115, Knightdale, NC 27545 |
|
98450xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Meriturn Partners |
234 Fayetteville St Ste 600, Raleigh, NC 27601 |
|
91982xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Flagstar Bank |
1001 SE Cary Pkwy, Cary, NC 27518 |
|
91923xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Capital Wealth Management |
606 Willard Pl, Raleigh, NC 27603 |
|
91982xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Blue Water Capital Management, LLC |
315 S Salem St #422, Apex, NC 27502 |
|
91958xxxx8 |
inf*@b******************.com |
5 |
7 |
|
|
|
|
|
|
99 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Genesis Investment Group |
3737 Glenwood Ave Ste 100, Raleigh, NC 27612 |
|
91965xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Benson Baxter |
2424 Glenwood Ave, Raleigh, NC 27608 |
|
91957xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Trustmark Bank |
2304 Narrawood St, Raleigh, NC 27614 |
|
91956xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wrenn Financial Strategies Inc |
8352 Six Forks Rd Ste 201, Raleigh, NC 27615 |
|
91984xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Barbara A Kingrey, AAMS™ |
10320 Durant Rd Ste 111, Raleigh, NC 27614 |
|
91984xxxx2 |
a.j*********@e**********.com |
|
|
|
|
|
|
|
|
133 |
5 |
6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Millennium Financial |
4030 Wake Forest Rd, Raleigh, NC 27609 |
|
91971xxxx0 |
hop*@a*************************.com |
|
|
|
|
|
|
257 |
8 |
264 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Sabre Capital |
152 Mine Lake Ct #100, Raleigh, NC 27615 |
|
91984xxxx9 |
bak****@s***********.com |
2 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Bill Moyer |
903 5th Ave Ste C, Garner, NC 27529 |
|
91966xxxx6 |
a.j*********@e**********.com |
|
13 |
|
|
|
|
73 |
3 |
76 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones |
259 Timber Dr, Garner, NC 27529 |
|
91977xxxx2 |
a.j*********@e**********.com |
|
|
|
|
|
|
87317 |
|
99000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Derek J Crooks, AAMS™ |
151 Us 70 Hwy W, Garner, NC 27529 |
|
91977xxxx7 |
a.j*********@e**********.com |
|
|
|
|
|
|
42 |
|
45 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morgan Stanley |
2501 Blue Ridge Rd Ste 190, Raleigh, NC 27607 |
|
91949xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Capital Investment Companies |
100 E Six Forks Rd #200, Raleigh, NC 27609 |
|
91983xxxx0 |
aba****@c*************.com |
4.7 |
28 |
|
|
|
|
473 |
|
518 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Fidelity Investments |
4509 Creedmoor Rd Ste 101, Raleigh, NC 27612 |
|
80053xxxx9 |
a61****@f*******.com |
3.5 |
8 |
|
|
|
|
328889 |
|
352000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| American Prosperity Group |
3924 Rustic Mill Dr, Apex, NC 27539 |
|
91946xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Preferred Client Group |
116 N West St, Raleigh, NC 27603 |
|
91945xxxx1 |
and********@p****.com |
|
|
|
|
|
|
127 |
|
129 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edelman Financial Engines |
4700 Falls Of Neuse Rd Ste 275, Raleigh, NC 27609 |
|
83375xxxx3 |
aar*******@e**********************.com |
3 |
2 |
|
|
|
|
18783 |
20 |
20000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Murphy Business & Financial |
1140 Kildaire Farm Rd, Cary, NC 27511 |
|
91945xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wake Wealth Management Co. |
4509 Creedmoor Rd Suite 201, Raleigh, NC 27612 |
|
91957xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Jaime P Molina |
1155 Kildaire Farm Rd Ste 102, Cary, NC 27511 |
|
91946xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Capital Associates |
434 Fayetteville St Ste 2120, Raleigh, NC 27601 |
|
91983xxxx0 |
akh**@c****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Investment Planning & Management |
3101 Industrial Dr Ste 110, Raleigh, NC 27609 |
|
91985xxxx5 |
hdc@i********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
