| Merrill Lynch Financial Advisor Matthew J. Szymanski |
4242 Six Forks Rd #1800, Raleigh, NC 27609 |
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91982xxxx3 |
ann********@m*.com |
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| Merrill Lynch Financial Advisor Robert S Roepke |
4242 Six Forks Rd, Raleigh, NC 27609 |
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91982xxxx4 |
ali*************@m*.com |
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| Brian Orol - Raymond James |
8601 Six Forks Rd #210, Raleigh, NC 27615 |
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91987xxxx8 |
aar************@r***********.com |
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17482 |
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| Navitas Wealth Advisors |
3101 Industrial Dr Ste 110, Raleigh, Nc 27609 |
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91985xxxx5 |
inf*@n********.com |
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70 |
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| Simplicity Raleigh |
5904 E Six Forks Rd suite 105, Raleigh, NC 27609 |
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91985xxxx6 |
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| Armor Investment Advisors, LLC |
4101 Lake Boone Trail #208, Raleigh, NC 27607 |
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91957xxxx2 |
aha****@a**********************.com |
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| Merrill Lynch Financial Advisor Briana Beanland Campion |
4242 Six Forks Rd, Raleigh, NC 27609 |
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91942xxxx4 |
ale*********@m*.com |
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| Thorough Financial Group |
2245 Gtwy Acc Pt Suite 200, Raleigh, NC 27607 |
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91978xxxx1 |
inf*@t****************.com |
5 |
1 |
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471 |
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| Michael Coe - RBC Wealth Management Financial Advisor |
3800 Glenwood Ave Suite 400, Raleigh, NC 27612 |
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91957xxxx1 |
wms**********@r**.com |
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14640 |
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16000 |
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| Scott Allen Stephens - Private Wealth Advisor, Ameriprise Financial Services, LLC |
434 Fayetteville St # 1860, Raleigh, NC 27601 |
|
91957xxxx4 |
dns*****@a***.com |
5 |
1 |
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| Morgan Stanley Financial Advisors |
3800 Glenwood Ave Ste 500, Raleigh, NC 27612 |
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91978xxxx0 |
aal*******@m************.com |
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112038 |
3016 |
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| First Flight Financial Advisors, LLC |
3110 Edwards Mill Rd #205, Raleigh, NC 27612 |
|
91923xxxx9 |
ben************@f************.com |
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| Merrill Lynch Wealth Management |
4242 Six Forks Rd, Raleigh, NC 27609 |
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91982xxxx0 |
ale*********@m*.com |
4 |
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| WM Financial |
2501 Blue Ridge Rd STE 250, Raleigh, NC 27612 |
|
91924xxxx6 |
joh*******@w***********.com |
5 |
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| Triangle Wealth Management |
1301 Annapolis Dr, Raleigh, NC 27608 |
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91983xxxx1 |
inf*@t*************.com |
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| Merrill Lynch Financial Advisor Jennifer Bell |
4242 Six Forks Rd #1800, Raleigh, NC 27609 |
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91982xxxx7 |
ali*************@m*.com |
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| Pure Wealth Strategies |
1201 Edwards Mill Rd Ste 200B, Raleigh, NC 27607 |
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cas***********@n*.com |
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91 |
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| EverWise Wealth Management of Raymond James |
3515 Glenwood Ave #200, Raleigh, NC 27612 |
|
91978xxxx9 |
aar************@r***********.com |
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17482 |
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18000 |
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| Merrill Lynch Financial Advisor Joseph J Somers |
4242 Six Forks Rd, Raleigh, NC 27609 |
|
60948xxxx2 |
bro*********@m*.com |
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| Merrill Lynch Financial Advisor Jody E Mansfield |
4242 Six Forks Rd, Raleigh, NC 27609 |
|
91942xxxx7 |
ale*********@m*.com |
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| Merrill Lynch Financial Advisor Brock E Doran |
4242 Six Forks Rd, Raleigh, NC 27609 |
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91982xxxx4 |
ari*********@m*.com |
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| Steward Wealth Strategies |
343 E Six Forks Rd #388, Raleigh, NC 27609 |
|
91980xxxx5 |
ale*@s*************.com |
5 |
42 |
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| Copperleaf Capital |
5904 Six Forks Rd STE 201, Raleigh, NC 27609 |
|
91978xxxx5 |
axx@c****************.com |
4.2 |
5 |
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| LifePlan Group |
7201 Creedmoor Rd STE 147, Raleigh, NC 27613 |
|
91985xxxx9 |
ale*@l************.com |
4 |
4 |
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183 |
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197 |
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| Joseph A. Friend - RBC Wealth Management Financial Advisor |
3800 Glenwood Ave Suite 400, Raleigh, NC 27612 |
|
91957xxxx9 |
rbc*********@r**.com |
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14787 |
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16000 |
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| Southeastern Wealth Management |
3737 Glenwood Ave #100, Raleigh, NC 27612 |
|
91935xxxx0 |
bry********@l**.com |
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| Inspired Capital - Ameriprise Financial Services, LLC |
3600 Glenwood Ave Ste 130, Raleigh, NC 27612 |
|
91922xxxx1 |
ada*************@a***.com |
5 |
1 |
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300 |
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| M. Sean Godwin, Investment Advisor Representative |
8816 Six Forks Rd, Raleigh, NC 27615 |
|
91971xxxx9 |
cra*****@c****.com |
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277 |
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276 |
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| Creative Planning |
9121 Anson Way, Raleigh, NC 27615 |
|
86627xxxx8 |
a.j******@c***************.com |
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6345 |
125 |
7200 |
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| Advanced Financial Concepts |
8404 Six Forks Rd # 204, Raleigh, NC 27615 |
|
91984xxxx1 |
abd******@a*******************.com |
5 |
2 |
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4.3 |
11 |
315 |
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| Carolina Wealth Stewardship Group |
3356 Six Forks Rd, Raleigh, NC 27609 |
|
91988xxxx0 |
ada*@s***************.com |
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1360 |
4 |
1300 |
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| Peoples Wealth Management |
4242 Six Forks Rd Suite 1550, Raleigh, NC 27609 |
|
91983xxxx0 |
ron@p***********************.com |
5 |
2 |
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| Livengood Strategic Wealth Advisors of Janney Montgomery Scott |
4140 Parklake Ave Ste 300, Raleigh, NC 27612 |
|
91979xxxx5 |
aal******@j*****.com |
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| Balentine |
301 Hillsborough St Suite 920, Raleigh, NC 27603 |
|
98435xxxx0 |
acr****@b********.com |
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313 |
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334 |
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| SSG Wealth Management - UBS Financial Services Inc. |
3700 Glenwood Ave Suite 300, Raleigh, NC 27612 |
|
91978xxxx7 |
ale*******@u**.com |
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| Edward Jones - Financial Advisor: Thomas Wilson, CFP®|CEPA® |
4600 Marriott Dr Suite 320, Raleigh, NC 27612 |
|
91957xxxx2 |
a.j*********@e**********.com |
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13 |
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| Agins Wealth Management of Raymond James |
3515 Glenwood Ave #200, Raleigh, NC 27612 |
|
91978xxxx4 |
aar************@r***********.com |
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17482 |
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18000 |
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| Robert P. McCarthy - RBC Wealth Management Financial Advisor |
3800 Glenwood Ave Suite 400, Raleigh, NC 27612 |
|
91957xxxx1 |
wms**********@r**.com |
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14787 |
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16000 |
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| Financial Symmetry |
5438 Wade Park Blvd Suite 310, Raleigh, NC 27607 |
|
91985xxxx0 |
abe****@f****************.com |
4.6 |
8 |
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191 |
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| Beacon Wealthcare, LLC. |
1633 Glenwood Ave, Raleigh, NC 27608 |
|
91982xxxx5 |
car****@b*******.com |
5 |
2 |
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| Resource Management Associates of Raleigh |
210 W Millbrook Rd, Raleigh, NC 27609 |
|
91984xxxx2 |
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5 |
1 |
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| MassMutual North Carolina |
4000 Westchase Blvd Suite 400, Raleigh, NC 27607 |
|
91975xxxx0 |
aso**@m******************.com |
4.2 |
10 |
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1703 |
40 |
1700 |
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| Oak Harbor Wealth Partners |
3101 Glenwood Ave Ste 102, Raleigh, NC 27612 |
|
91980xxxx5 |
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| Merrill Lynch Financial Advisor Prashant Pandya |
4242 Six Forks Rd, Raleigh, NC 27609 |
|
91982xxxx3 |
ali*************@m*.com |
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| Merrill Lynch Financial Advisor Richard Black |
4242 Six Forks Rd, Raleigh, NC 27609 |
|
91989xxxx7 |
ali*************@m*.com |
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| Lewis Financial Management LLC |
1611 E Millbrook Rd, Raleigh, NC 27609 |
|
91987xxxx0 |
dle***@l*********.com |
4.2 |
5 |
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| Michael Thomas Jordan - Morgan Stanley |
3800 Glenwood Ave Ste 500, Raleigh, NC 27612 |
|
91988xxxx1 |
acm***********@m************.com |
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| Merrill Lynch Financial Advisor Eric L Cohen |
4242 Six Forks Rd #1800, Raleigh, NC 27609 |
|
91982xxxx9 |
ari*********@m*.com |
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| Triangle Securities |
1301 Annapolis Dr, Raleigh, NC 27608 |
|
91983xxxx1 |
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| Ipcit Wealth Management Group - Ameriprise Financial Services, LLC |
1611 Jones Franklin Rd # 104, Raleigh, NC 27606 |
|
91985xxxx0 |
dns*****@a***.com |
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46 |
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46 |
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| Merrill Lynch Financial Advisor Robert E Bodmer |
4242 Six Forks Rd, Raleigh, NC 27609 |
|
91942xxxx0 |
ale*********@m*.com |
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| Alpha Omega Wealth Partners |
900 Ridgefield Dr STE 130, Raleigh, NC 27609 |
|
91978xxxx7 |
dmc******@a***************.com |
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| Susanna Robinson - Raymond James |
210 W Millbrook Rd, Raleigh, NC 27609 |
|
91984xxxx2 |
abc***@r***********.com |
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17482 |
|
18000 |
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| Oxford Investment Group Inc. |
3334 Hillsborough St, Raleigh, NC 27607 |
|
91983xxxx0 |
inf*@o***********************.com |
4 |
4 |
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5 |
6 |
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103 |
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| Pursuit Wealth Strategies |
8311 Bandford Way STE 105, Raleigh, NC 27615 |
|
91984xxxx0 |
pur********************@r***********.com |
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149 |
10 |
146 |
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| Lewis and Associates Capital Advisors, LLC |
348 Raleigh Road B, Raleigh, NC 27612 |
|
91957xxxx2 |
jsm***@l****************.com |
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5 |
29 |
182 |
|
190 |
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| RHO Group - Morgan Stanley |
3800 Glenwood Ave Ste 500, Raleigh, NC 27612 |
|
91957xxxx0 |
acm***********@m************.com |
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| Taylor MacBain |
4400 Six Forks Rd, Raleigh, NC 27609 |
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91971xxxx6 |
ada********@f************.com |
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12657 |
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14000 |
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| Life Wealth Planning Group - Ameriprise Financial Services, LLC |
434 Fayetteville St # 1860, Raleigh, NC 27601 |
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91957xxxx4 |
dns*****@a***.com |
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| Collegiate Capital Management , Inc. |
214 New Bern Pl, Raleigh, NC 27601 |
|
80033xxxx1 |
ago******@c****************.com |
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| Kenie Wrenn Wealth Management of Raymond James |
3515 Glenwood Ave #200, Raleigh, NC 27612 |
|
91978xxxx0 |
abc***@r***********.com |
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| Harrison Peatross - RBC Wealth Management Financial Advisor |
3800 Glenwood Ave Suite 400, Raleigh, NC 27612 |
|
91957xxxx5 |
rbc*********@r**.com |
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2 |
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4 |
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| Cook Wealth |
4101 Lake Boone Trail # 200, Raleigh, NC 27607 |
|
91978xxxx0 |
ata****@c*********.com |
5 |
2 |
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| Nowak Wealth Management Group |
3909 Sunset Ridge Rd, Raleigh, NC 27607 |
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91956xxxx2 |
cli****@w****************.com |
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173 |
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| Vesta Wealth Advisors |
3221 Blue Ridge Rd STE 105, Raleigh, NC 27612 |
|
91920xxxx3 |
con***@v***********.com |
5 |
1 |
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309 |
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355 |
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| Harris Wealth Management Group |
2016 Fairview Rd, Raleigh, NC 27608 |
|
91983xxxx4 |
hos*******@w*********.com |
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| Jason Knight, CFP |
116 N West St #220, Raleigh, NC 27603 |
|
91945xxxx5 |
jas**@k************.com |
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| Northwestern Mutual |
1201 Edwards Mill Rd #200, Raleigh, NC 27607 |
|
91983xxxx2 |
a.-***********@n*****************.com |
2.3 |
6 |
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107348 |
16227 |
108000 |
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| Mariner Wealth Advisors |
4509 Creedmoor Rd Suite 201, Raleigh, NC 27612 |
|
91957xxxx2 |
aar********@m********************.com |
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| Merrill Lynch Financial Advisor Gordon L Richardson |
4242 Six Forks Rd #1800, Raleigh, NC 27609 |
|
91982xxxx7 |
ale*********@m*.com |
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| Friend Getman Wealth Management Group |
3800 Glenwood Ave Suite 400, Raleigh, NC 27612 |
|
91957xxxx9 |
ale*************@r**.com |
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11 |
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43 |
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| Grant Chaney - RBC Wealth Management Financial Advisor |
3800 Glenwood Ave Suite 400, Raleigh, NC 27612 |
|
91957xxxx9 |
wms**********@r**.com |
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14640 |
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16000 |
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| Truist Wealth |
3605 Glenwood Ave #400, Raleigh, NC 27612 |
|
91957xxxx3 |
ema**@d*****.com |
3.7 |
3 |
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| Ross Gordon - RBC Wealth Management Financial Advisor |
3800 Glenwood Ave Suite 400, Raleigh, NC 27612 |
|
91957xxxx6 |
rbc*********@r**.com |
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| Ark Royal Wealth Management |
2626 Glenwood Ave Suite 485, Raleigh, NC 27608 |
|
91971xxxx5 |
inf*@a*********.com |
5 |
7 |
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| Advisors Financial Group |
5904 Six Forks Rd STE 105, Raleigh, NC 27609 |
|
91984xxxx7 |
bec**@a**********.com |
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| Merrill Lynch Financial Advisor Jay M Rapp |
4242 Six Forks Rd, Raleigh, NC 27609 |
|
91942xxxx0 |
ali*************@m*.com |
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| Capital Advisers, Inc |
100 E Six Forks Rd #250, Raleigh, NC 27609 |
|
91986xxxx0 |
swi****@c*****************.com |
5 |
1 |
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| Cook Wealth |
4101 Lake Boone Trl Ste 210, Raleigh, NC 27607 |
|
91978xxxx0 |
ata****@c*********.com |
5 |
2 |
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| Merrill Lynch Financial Advisor William W Thomas Jr. |
4242 Six Forks Rd #1800, Raleigh, NC 27609 |
|
91942xxxx5 |
ari*********@m*.com |
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| The Preferred Client Group |
116 N West St #220, Raleigh, NC 27603 |
|
91945xxxx1 |
and********@p****.com |
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127 |
|
129 |
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| Drew Getman - RBC Wealth Management Financial Advisor |
3800 Glenwood Ave Suite 400, Raleigh, NC 27612 |
|
91957xxxx4 |
wms**********@r**.com |
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14640 |
|
16000 |
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| Cunningham Financial |
112 N Person St, Raleigh, NC 27601 |
|
91987xxxx9 |
ali**@c******************.net |
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75 |
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77 |
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| Merrill Lynch Financial Advisor John Healey |
4242 Six Forks Rd, Raleigh, NC 27609 |
|
91942xxxx9 |
ale*********@m*.com |
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| William Langdon - RBC Wealth Management Financial Advisor |
3800 Glenwood Ave Suite 400, Raleigh, NC 27612 |
|
91991xxxx4 |
rbc*********@r**.com |
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14787 |
|
16000 |
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| Guardian Wealth Advisors |
4270 The Cir At N Hills St Suite 200, Raleigh, NC 27609 |
|
91987xxxx0 |
inf*@g**********.com |
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| Davidson & Sons: Nathan Davidson, EA, CFP® |
8414 Falls of Neuse Rd #100, Raleigh, NC 27615 |
|
60349xxxx3 |
aar************@r***********.com |
5 |
6 |
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17482 |
|
18000 |
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| Merrill Lynch Financial Advisor Bert Hylton Early |
4242 Six Forks Rd, Raleigh, NC 27609 |
|
91982xxxx4 |
ali*************@m*.com |
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| WillowTrust Wealth Management |
3909 Sunset Ridge Rd #101, Raleigh, NC 27607 |
|
91956xxxx2 |
cli****@w****************.com |
5 |
1 |
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173 |
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| Berra-Griffin Wealth Management Group of Wells Fargo Advisors |
3105 Glenwood Ave Suite 201, Raleigh, NC 27612 |
|
91978xxxx0 |
ang*********@w*****************.com |
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| Merrill Lynch Financial Advisor Jeffrey J Lane |
4242 Six Forks Rd, Raleigh, NC 27609 |
|
91982xxxx1 |
ali*************@m*.com |
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| SmithSandlin Wealth Planning Powered By LPL Financial |
3700 Glenwood Ave Suite 400, Raleigh, NC 27612 |
|
98426xxxx9 |
ali**********@l**.com |
|
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135 |
|
141 |
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| Southeastern Wealth Management |
3737 Glenwood Ave, Raleigh, NC 27612 |
|
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bry********@l**.com |
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| Wells Fargo Advisors |
3105 Glenwood Ave Suite 201, Raleigh, NC 27612 |
|
91978xxxx0 |
abc***@w*****************.com |
1 |
4 |
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188275 |
|
189000 |
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| Coastal Wealth Management, available through CFS* |
1000 Saint Albans Dr, Raleigh, NC 27609 |
|
91988xxxx5 |
wea*************@c********.com |
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| CBK Wealth Management - Ameriprise Financial Services, LLC |
4515 Falls of Neuse Rd Ste 100, Raleigh, NC 27609 |
|
91987xxxx4 |
and********@a***.com |
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158 |
2 |
132 |
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| Nelson Wealth Advisors |
10604 Bent Twig Dr, Raleigh, NC 27613 |
|
91979xxxx7 |
ken*******@c*************.com |
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72 |
|
73 |
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| Wilbanks Smith & Thomas Asset Management |
3605 Glenwood Ave # 450, Raleigh, NC 27612 |
|
91978xxxx8 |
ami******@w****.com |
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| PNC Private Bank |
301 Fayetteville St, Raleigh, NC 27601 |
|
91978xxxx7 |
aar******@p**.com |
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|
351755 |
9146 |
354000 |
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| Pratto Wealth Management-Llc |
8506 Six Forks Rd STE 202, Raleigh, NC 27615 |
|
91942xxxx8 |
pau*@p*********************.com |
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| CAPTRUST |
4208 Six Forks Rd #1700, Raleigh, NC 27609 |
|
80021xxxx5 |
3d@c*******.com |
4.2 |
5 |
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445 |
62 |
570 |
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| Baird Private Wealth Management |
3600 Glenwood Ave # 200, Raleigh, NC 27612 |
|
91978xxxx5 |
ano************@b*********.com |
5 |
2 |
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|
8170 |
959 |
8700 |
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| Kline Wealth Management Group |
4140 Parklake Ave Ste 300, Raleigh, NC 27612 |
|
91979xxxx1 |
acr*******@j*****.com |
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1685 |
|
1800 |
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| CPA & Wealth Management |
3725 National Dr Ste 230, Raleigh, NC |
|
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dav**********@o******.com |
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| Merrill Lynch Financial Advisor Alex Purcell |
4242 Six Forks Rd, Raleigh, NC 27609 |
|
91942xxxx2 |
ale**************@m*.com |
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| Hunter Muse - Private Wealth Advisor, Ameriprise Financial Services, LLC |
5420 Wade Park Blvd Ste 208, Raleigh, NC 27607 |
|
91980xxxx4 |
deb****************@a***.com |
5 |
1 |
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| Glenwood Financial Partners, LLC |
3717 National Dr Suite 211, Raleigh, NC 27612 |
|
91926xxxx0 |
inf*@g*********.com |
5 |
3 |
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| RBC Wealth Management Branch - Raleigh |
3800 Glenwood Ave Suite 400, Raleigh, NC 27612 |
|
91957xxxx0 |
bob*****@r**.com |
1 |
1 |
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86 |
2 |
86 |
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| Legacy Wealth Strategies |
5104-5106 Bur Oak Cir, Raleigh, NC 27612 |
|
91934xxxx0 |
alf*************@l*******.com |
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| Raleigh PWM - UBS Financial Services Inc. |
3700 Glenwood Ave Suite 300, Raleigh, NC 27612 |
|
91978xxxx1 |
ale**********@u**.com |
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| White Oak Wealth Partners |
1618 Glenwood Ave, Raleigh, NC 27608 |
|
91985xxxx0 |
leg***@w*********.com |
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| Jackson Hill & Fish Private Wealth Advisors, LLC |
727 W Hargett St SUITE 211, Raleigh, NC 27603 |
|
91927xxxx6 |
ben*****@j**********.com |
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| First Oak Wealth Management - Investment Advisor |
9131 Anson Way Suite 200, Raleigh, NC 27615 |
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91942xxxx5 |
aed*****@f*******.com |
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| Golden Years Advisors |
1601 Jones Franklin Rd STE 102, Raleigh, NC 27606 |
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91975xxxx9 |
car***************@g******************.com |
5 |
1 |
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| Merrill Lynch Financial Advisor Suzanne Stroud |
4242 Six Forks Rd, Raleigh, NC 27609 |
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91942xxxx3 |
bri************@b***.com |
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| 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 |
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209 |
2 |
199 |
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| J D Gidley - Private Wealth Advisor, Ameriprise Financial Services, LLC |
8317 Six Forks Rd STE 105, Raleigh, NC 27615 |
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91936xxxx0 |
ali********@a***.com |
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691 |
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692 |
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| Lucid Wealth Planning LLC |
1780 Heritage Center Dr Unit 201, Wake Forest, NC 27587 |
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91949xxxx6 |
jef****@l******************.com |
5 |
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| Mr. Best Financial |
3901 Capital Blvd #139, Raleigh, NC 27604 |
|
98422xxxx9 |
cap*************@a***.com |
5 |
8 |
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359 |
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| Merrill Lynch Financial Advisor George Smith Seamen |
4242 Six Forks Rd, Raleigh, NC 27609 |
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91982xxxx5 |
ari*********@m*.com |
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| Compass Financial Group |
7000 Harps Mill Rd STE 103, Raleigh, NC 27615 |
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91971xxxx1 |
ali*********@c******************.com |
5 |
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158 |
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| Northwestern Mutual Wealth Management Company: Jennifer B. Torrey, CFPÂ , CLUÂ , RICPÂ |
1201 Edwards Mill Rd #200, Raleigh, NC 27607 |
|
91975xxxx6 |
a.-***********@n*****************.com |
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| Richardson Private Wealth Advisors - Ameriprise Financial Services, LLC |
3605 Glenwood Ave #210, Raleigh, NC 27612 |
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91967xxxx5 |
bis**********@a***.com |
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152 |
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| Mercer Advisors Wealth Management |
8352 Six Forks Rd STE 201, Raleigh, NC 27615 |
|
91984xxxx9 |
aar********@m*************.com |
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2837 |
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2900 |
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| David Moseley - Financial Advisor, Ameriprise Financial Services, LLC |
5420 Wade Park Blvd Ste 208, Raleigh, NC 27607 |
|
91941xxxx1 |
dav**********@a***.com |
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| Alexander Friend - RBC Wealth Management Financial Advisor |
3800 Glenwood Ave Suite 400, Raleigh, NC 27612 |
|
91957xxxx9 |
ale*************@r**.com |
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| Nick Gesell - Morgan Stanley Financial Advisor |
3800 Glenwood Ave Ste 500, Raleigh, NC 27612 |
|
91978xxxx6 |
int**********@m************.com |
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| Cornerstone Wealth Management |
2301 Stonehenge Dr # 210, Raleigh, NC 27615 |
|
91984xxxx0 |
gen****@c******.com |
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| The Triangle Team - Morgan Stanley |
3800 Glenwood Ave Ste 500, Raleigh, NC 27612 |
|
91987xxxx0 |
acm***********@m************.com |
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| Merrill Lynch Financial Advisor L Thorne James |
4242 Six Forks Rd, Raleigh, NC 27609 |
|
91982xxxx5 |
ale*********@m*.com |
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| Timothy D Ellis - Morgan Stanley |
3800 Glenwood Ave Ste 500, Raleigh, NC 27612 |
|
91987xxxx7 |
acm***********@m************.com |
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| Beacon Financial Strategies |
7100 Six Forks Rd STE 135, Raleigh, NC 27615 |
|
91980xxxx1 |
bfs@b************************.com |
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| HPG Wealthcare Advisors, LLC |
1500 Sunday Dr # 300, Raleigh, NC 27607 |
|
91923xxxx1 |
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| Veterans wealth management llc |
555 Fayetteville St Suite 201, Raleigh, NC 27601 |
|
91950xxxx9 |
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| Oakbridge Financial Group |
3100 Smoketree Ct # 1000, Raleigh, NC 27604 |
|
91934xxxx8 |
atr*********@e********.com |
4.5 |
8 |
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| Merrill Lynch Financial Advisor Drew Littlewood |
4242 Six Forks Rd #1800, Raleigh, NC 27609 |
|
91942xxxx2 |
bro*********@m*.com |
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| Vision Quest Wealth Management |
112 E Hargett St, Raleigh, NC 27601 |
|
91943xxxx0 |
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2.3 |
4 |
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| Lily Wealth Partners |
3356 Six Forks Rd, Raleigh, NC 27609 |
|
98488xxxx5 |
dan*****@l*****.com |
5 |
11 |
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226 |
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| Oak Creek Wealth Advisors of Janney Montgomery Scott |
4140 Parklake Ave Ste 300, Raleigh, NC 27612 |
|
91979xxxx2 |
aal******@j*****.com |
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| Madison Oaks Wealth Partners |
1511 Sunday Dr Ste 214, Raleigh, NC 27607 |
|
91932xxxx3 |
inf*@y**********.com |
5 |
2 |
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| Visionquest Wealth Management |
112 E Hargett St Ste B, Raleigh, NC 27601 |
|
91943xxxx0 |
abe**@w***************.com |
2.3 |
4 |
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283 |
11 |
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| Kyle Clements - RBC Wealth Management Financial Advisor |
3800 Glenwood Ave Suite 400, Raleigh, NC 27612 |
|
91991xxxx5 |
bob*****@r**.com |
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2 |
86 |
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| RBC Wealth Management - Drew Getman |
4208 Six Forks Rd, Raleigh, NC 27609 |
|
91957xxxx4 |
rbc*********@r**.com |
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12421 |
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14000 |
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| CPA & Wealth Management |
3725 National Dr Suite 230, Raleigh, NC 27612 |
|
91919xxxxxx7 |
dav**********@o******.com |
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| Capital Wealth Management |
606 Willard Pl Ste 101, Raleigh, NC 27603 |
|
91982xxxx0 |
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| Heirloom Advisors |
1201 Edwards Mill Rd Ste 200A, Raleigh, NC 27607 |
|
91975xxxx6 |
ada********@n*.com |
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| Schrum Private Wealth Management |
4325 Lake Boone Trail #225, Raleigh, NC 27607 |
|
91994xxxx5 |
eri*@s*******.com |
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| Sargent Wealth Management of Janney Montgomery Scott |
4140 Parklake Ave #300, Raleigh, NC 27612 |
|
91979xxxx0 |
joh******@s**********************.com |
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| BrightWealth Management - Ameriprise Financial Services, LLC |
2501 Blue Ridge Rd #490, Raleigh, NC 27607 |
|
91967xxxx0 |
dns*****@a***.com |
5 |
2 |
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| Merrill Lynch Financial Advisor R. Hunter Grove, Jr. |
4242 Six Forks Rd #1800, Raleigh, NC 27609 |
|
91982xxxx3 |
ari*********@m*.com |
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| Hicks & Associates Wealth Management |
1225 Crescent Green #100, Cary, NC 27518 |
|
91985xxxx2 |
con******@h***************.com |
5 |
5 |
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1149 |
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1100 |
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| A Hobgood IV - RBC Wealth Management Financial Advisor |
3800 Glenwood Ave Suite 400, Raleigh, NC 27612 |
|
91957xxxx2 |
rbc*********@r**.com |
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2 |
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| SBSB Financial Advisors |
4208 Six Forks Rd Suite 1000, Raleigh, NC 27609 |
|
91974xxxx2 |
emi*********@s******.com |
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6351 |
125 |
7200 |
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| University Financial Strategies |
4801 Glenwood Ave Suite 200-630, Raleigh, NC 27612 |
|
91957xxxx0 |
har**@u****************************.com |
4.8 |
10 |
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| Charles Schwab |
4313 Glenwood Ave, Raleigh, NC 27612 |
|
91974xxxx1 |
app*******************@s*****.com |
3.4 |
14 |
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| DHG Wealth Advisors |
2501 Blue Ridge Rd Suite 500-A, Raleigh, NC 27607 |
|
91987xxxx1 |
ama*****@d****.com |
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4368 |
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| True Wealth Management LLC |
8601 Six Forks Rd Unit 400, Raleigh, NC 27615 |
|
80091xxxx6 |
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5 |
4 |
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| Peace of Mind Wealth Management |
4101 Lake Boone Trl Ste 111, Raleigh, NC 27607 |
|
91978xxxx6 |
ani**@p********.net |
5 |
15 |
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2199 |
2 |
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| Arbor |
4000 Westchase Blvd # 475, Raleigh, NC 27607 |
|
91975xxxx1 |
atr*****@f*************.com |
4.6 |
11 |
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4 |
12 |
433 |
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461 |
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| Ridgeline Wealth Advisors, LLC |
7701 Six Forks Rd Suite 110, Raleigh, NC 27615 |
|
91978xxxx4 |
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| Wealth Enhancement Group |
4101 Lake Boone Trail Suite 116, Raleigh, NC 27607 |
|
98434xxxx9 |
aba****@w****************.com |
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| Capital Wealth Management |
606 Willard Pl, Raleigh, NC 27603 |
|
91982xxxx0 |
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| Merrill Lynch Financial Advisor James F Lassiter |
4242 Six Forks Rd, Raleigh, NC 27609 |
|
91982xxxx2 |
ari*********@m*.com |
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| Merrill Lynch Financial Advisor Michael "Drew" A Patterson |
4242 Six Forks Rd #1800, Raleigh, NC 27609 |
|
91982xxxx5 |
ali*************@m*.com |
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| Merrill Lynch Financial Advisor Philip A Gorge |
4242 Six Forks Rd, Raleigh, NC 27609 |
|
91982xxxx9 |
bri************@b***.com |
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| Matthew Hall, CFP |
8816 Six Forks Rd Suite 301, Raleigh, NC 27615 |
|
91971xxxx7 |
cli***********@c****.com |
5 |
4 |
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|
741 |
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| Blue Water Capital Management, LLC |
315 S Salem St #422, Apex, NC 27502 |
|
91958xxxx8 |
inf*@b******************.com |
5 |
7 |
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99 |
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| Edward Jones - Financial Advisor: Mark J Fortier, CFP® |
3304 Six Forks Rd Suite 104, Raleigh, NC 27609 |
|
91926xxxx4 |
a.j*********@e**********.com |
|
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8 |
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| Clarity Wealth Management |
4242 SIX FORKS Rd Ste 1550, RALEIGH, NC 27609 |
|
91964xxxx0 |
dav*********@c*********.com |
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| Wake Wealth Management co. |
4509 Creedmoor Rd, Raleigh, NC 27612 |
|
91957xxxx0 |
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| Patriot Wealth Management |
4350 Lassiter at North Hills Ave Suite 240, Raleigh, NC 27609 |
|
91932xxxx3 |
aus***@p**************.com |
5 |
1 |
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140 |
3 |
149 |
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| 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 |
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| Weston Banks Wealth Partners |
4700 Falls of Neuse Rd #440, Raleigh, NC 27609 |
|
91978xxxx0 |
ben*******@w**********.com |
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| Ken Marsh |
4300 Six Forks Rd, Raleigh, NC 27609 |
|
91971xxxx5 |
ada*@f************.com |
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12657 |
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14000 |
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| Raymond James Financial Services |
8398 Six Forks Rd STE 204, Raleigh, NC 27615 |
|
91980xxxx2 |
aar************@r***********.com |
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17482 |
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18000 |
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| Nowak Wealth Management Group |
3909 Sunset Ridge Rd #101, Raleigh, NC 27607 |
|
91956xxxx2 |
inf*@w****************.com |
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165 |
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173 |
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| Wrenn Financial Strategies Inc |
8352 Six Forks Rd STE 201, Raleigh, NC 27615 |
|
91984xxxx9 |
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5 |
1 |
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| Russell Emrath - Private Wealth Advisor, Ameriprise Financial Services, LLC |
3600 Glenwood Ave Ste 130, Raleigh, NC 27612 |
|
91922xxxx5 |
ben***************@a***.com |
5 |
1 |
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| Guardian Wealth Partners |
4270 The Cir At N Hills St Suite 200, Raleigh, NC 27609 |
|
91924xxxx0 |
chr************@g**********.com |
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| Canvasback Wealth Management |
727 W Hargett St Ste 111, Raleigh, NC 27603 |
|
98423xxxx2 |
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| Raleigh Wealth Solutions |
1400 Crescent Green Suite 100, Cary, NC 27518 |
|
91985xxxx5 |
*nn*@r*********************.com |
4.9 |
18 |
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392 |
7 |
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| Pendleton Financial |
2607 Oberlin Rd, Raleigh, NC 27608 |
|
91978xxxx7 |
bre***@p*****************.com |
5 |
16 |
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27 |
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27 |
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| Guardian Wealth Advisors |
4270 The Cir At N Hills St Ste 200, Raleigh, NC |
|
91987xxxx0 |
inf*@g**********.com |
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| Freedom Wealth Management |
4000 Westchase Blvd Suite 300, Raleigh, NC 27607 |
|
91978xxxx7 |
joh*********@f*********************.com |
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| Jim Ellis - Morgan Stanley |
3800 Glenwood Ave Ste 500, Raleigh, NC 27612 |
|
91987xxxx1 |
acm***********@m************.com |
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| Strategic Wealth Designers |
8041 Arco Corporate Dr Suite 130, Raleigh, NC 27617 |
|
91942xxxx2 |
aar**@s*******.com |
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4.8 |
64 |
4738 |
16 |
4900 |
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| Miner Wealth Management |
4801 Glenwood Ave Suite 200-05, Raleigh, NC 27612 |
|
91921xxxx3 |
ma**@m**********.com |
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| ACH Investment Group Inc. |
2840 Plaza Pl #150, Raleigh, NC 27612 |
|
91957xxxx5 |
car************@a********.com |
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27 |
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32 |
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| Capitol Financial Solutions |
8816 Six Forks Rd Suite 301, Raleigh, NC 27615 |
|
91954xxxx0 |
aki**@c****.com |
4.9 |
25 |
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278 |
6 |
278 |
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| Merrill Lynch Financial Advisor John Gammons |
4242 Six Forks Rd, Raleigh, NC 27609 |
|
91942xxxx1 |
ali*************@m*.com |
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| Edward Jones - Financial Advisor: Bill Young |
5620 Six Forks Rd STE 102, Raleigh, NC 27609 |
|
91932xxxx4 |
a.j*********@e**********.com |
5 |
1 |
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2 |
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| AIM Advisors |
421 N Harrington St Suite 630, Raleigh, NC 27603 |
|
91975xxxx1 |
ced*****@a****.com |
5 |
1 |
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256 |
8 |
262 |
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| Charter Wealth Management |
8601 Six Forks Rd, Raleigh, NC 27615 |
|
91959xxxx1 |
bre**@c********.com |
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| Heartland Financial Advisor |
1 Glenwood Ave 5th floor, Raleigh, NC 27603 |
|
91957xxxx4 |
bri**@h************************.com |
1 |
1 |
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14 |
2 |
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| Olde Raleigh Financial Group |
3110 Edwards Mill Rd #340, Raleigh, NC 27612 |
|
91986xxxx2 |
ale**********@o***************.com |
5 |
8 |
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194 |
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| Merrill Lynch Financial Advisor Sean M. Gyger |
4242 Six Forks Rd, Raleigh, NC 27609 |
|
91982xxxx0 |
ali*************@m*.com |
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| Murphy Matza Wealth Management |
5540 Centerview Dr #310, Raleigh, NC 27606 |
|
91986xxxx0 |
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| Merritt Wealth Strategies |
3356 Six Forks Rd, Raleigh, NC 27609 |
|
91981xxxx2 |
dme*****@f*********.com |
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| Capital Investment Companies |
100 E Six Forks Rd #200, Raleigh, NC 27609 |
|
91983xxxx0 |
aba****@c*************.com |
4.7 |
28 |
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473 |
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518 |
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| All Points Wealth Management |
1201 Edwards Mill Rd Second Floor, Raleigh, NC 27607 |
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| Watson Asset Management Group of Raymond James |
3515 Glenwood Ave #200, Raleigh, NC 27612 |
|
91978xxxx0 |
aar************@r***********.com |
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17482 |
|
18000 |
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| Bowers Private Wealth Management |
260 W Millbrook Rd, Raleigh, NC 27609 |
|
98430xxxx8 |
bbo****@b********.com |
5 |
5 |
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146 |
15 |
152 |
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| Miner Wealth Management |
4801 Glenwood Ave Ste 200, Raleigh, NC 27612 |
|
91921xxxx3 |
ma**@m**********.com |
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| Cardinal Capital Management, Inc |
2626 Glenwood Ave #380, Raleigh, NC 27608 |
|
91953xxxx0 |
gan*****@c************************.com |
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| Socratic Better Wealth |
3130 Fairhill Dr STE 108, Raleigh, NC 27612 |
|
91994xxxx1 |
adm**@s*******************.com |
5 |
3 |
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32 |
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33 |
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| Raleigh Wealth Management |
3110 Edwards Mill Rd #205, Raleigh, NC 27612 |
|
91923xxxx9 |
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| Merit Financial Advisors, LLC |
3100 Smoketree Ct # 1002, Raleigh, NC 27604 |
|
91987xxxx0 |
add**@m*********************.com |
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| Bob Gipp - RBC Wealth Management Branch Director |
3800 Glenwood Ave Suite 400, Raleigh, NC 27612 |
|
91957xxxx6 |
bob*****@r**.com |
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86 |
2 |
86 |
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| Gordon Asset Management, LLC |
4721 Emperor Blvd Suite 250, Durham, NC 27703 |
|
91931xxxx0 |
art************@w*******.com |
5 |
2 |
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36 |
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| Reh Wealth Advisors LLC |
8384 Six Forks Rd STE 102, Raleigh, NC 27615 |
|
90951xxxx4 |
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| Edelman Financial Engines |
4700 Falls of Neuse Rd Suite 275, Raleigh, NC 27609 |
|
83375xxxx3 |
aar*******@e**********************.com |
3 |
2 |
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18775 |
20 |
20000 |
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| H & M Financial Group LLC - LPL Financial |
8309 Six Forks Rd Suite 107, Raleigh, NC 27615 |
|
91987xxxx8 |
chr*************@l**.com |
4.9 |
36 |
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| Wake Wealth Management Co. |
4509 Creedmoor Rd Suite 201, Raleigh, NC 27612 |
|
91957xxxx0 |
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| Fidelis Wealth Management Inc. |
4801 Glenwood Ave Suite 200, Raleigh, NC 27612 |
|
91920xxxx7 |
dav***********@f************.com |
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| PieCapital Wealth Management |
16 W Martin St Ste 1005, Raleigh, NC 27601 |
|
91990xxxx0 |
hel**@p*********.com |
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| Midtown Advisors |
4800 Falls of Neuse Rd #160, Raleigh, NC 27609 |
|
91974xxxx4 |
bla**@m***************.com |
5 |
1 |
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130 |
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132 |
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| Financial Analysts |
4509 Creedmoor Rd Suite 201, Raleigh, NC 27612 |
|
91978xxxx5 |
ade****@f**********.com |
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430 |
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| Merrill Lynch Financial Advisor Michael Patti |
4242 Six Forks Rd, Raleigh, NC 27609 |
|
91982xxxx1 |
bro*********@m*.com |
5 |
1 |
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| The Glenwood Group - Morgan Stanley |
3800 Glenwood Ave Ste 500, Raleigh, NC 27612 |
|
91978xxxx5 |
acm***********@m************.com |
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| Financial Resource Management |
211 E Six Forks Rd # 118, Raleigh, NC 27609 |
|
91985xxxx8 |
bec**@f****.com |
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5 |
14 |
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119 |
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| Merrill Lynch Financial Advisor Drew C Steffens |
4242 Six Forks Rd #1800, Raleigh, NC 27609 |
|
91982xxxx6 |
ale*********@m*.com |
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| Wind Chime Wealth Partners - Ameriprise Financial Services, LLC |
183 Wind Chime Ct STE 202, Raleigh, NC 27624 |
|
91932xxxx6 |
bre*************@a***.com |
|
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223 |
4 |
219 |
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| Merrill Lynch Financial Advisor Michael Cronlund |
4242 Six Forks Rd, Raleigh, NC 27609 |
|
91942xxxx4 |
ale*********@m*.com |
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| Carson Wealth |
555 Fayetteville St 3rd floor, Raleigh, NC 27601 |
|
91921xxxx1 |
aan******@c***********.com |
|
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|
2059 |
53 |
2300 |
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| Merrill Lynch Financial Advisor Matthew W. Cronlund |
4242 Six Forks Rd #1800, Raleigh, NC 27609 |
|
91982xxxx9 |
ale*********@m*.com |
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| Trevor Lawson, CFP , AIF , RICP , CDFA ,Financial Advisor |
8816 Six Forks Rd Suite 301, Raleigh, NC 27615 |
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91971xxxx6 |
cra*****@c****.com |
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| Honeycutt Wealth Management Inc. |
3737 Glenwood Ave #100, Raleigh, NC 27612 |
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91957xxxx2 |
mel**********@l**.com |
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| Northwestern Mutual - John Mitchell |
1201 Edwards Mill Rd #200, Raleigh, NC 27607 |
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91975xxxx6 |
web******@n*****************.com |
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| Merrill Lynch Financial Advisor Geoffrey Bell |
4242 Six Forks Rd #1800, Raleigh, NC 27609 |
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91982xxxx4 |
ann********@m*.com |
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