Business List: Financial Planner in Raleigh, NC, USA

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Edward Jones - Financial Advisor: Claren W Englebreth 4301 Lake Boone Trl Ste 206, Raleigh, NC 27607
91971xxxx1 and*******@c*************.ca
Retirement Investment Strategies - Certified Financial Planner 4101 Lake Boone Trail #122, Raleigh, NC 27607 91978xxxx8
Brian Orol - Raymond James 8601 Six Forks Rd #210, Raleigh, NC 27615
91987xxxx8 aar************@r***********.com 5.01 17195
Edward Jones - Financial Advisor: Nik Gernhard 7277 Nc Highway 42 Ste 210, Raleigh, NC 27603
91949xxxx6 a.j*********@e**********.com 83814 92168
Armor Investment Advisors, LLC 4101 Lake Boone Trail #208, Raleigh, NC 27607
91957xxxx2 aha****@a**********************.com
Merrill Lynch Financial Advisor Briana Beanland Campion 4242 Six Forks Rd, Raleigh, NC 27609
91942xxxx4 ale*********@m*.com
American National Bank & Trust Company 3700 Glenwood Ave #330, Raleigh, NC 27612
5 1
Bank of America Financial Center 4261 The Cir At N Hills St, Raleigh, NC 27609
91978xxxx0 ban**********@e****.bankofamerica 2.6 34 947304 29
Thorough Financial Group 2245 Gtwy Acc Pt Suite 200, Raleigh, NC 27607
91978xxxx1 inf*@t****************.com 5 1 471
Edward Jones - Financial Advisor: Brian M Price 9101 Leesville Rd Ste 123 Raleigh, NC 27613 91984xxxx7
Michael Coe - RBC Wealth Management Financial Advisor 3800 Glenwood Ave Suite 400, Raleigh, NC 27612
91957xxxx1 wms**********@r**.com 14640 16000
Edward Jones - Financial Advisor: Mark S Christensen 7521 Mourning Dove Rd Ste 104a, Raleigh, NC 27615
91929xxxx9 and*******@c*************.ca
Scott Allen Stephens - Private Wealth Advisor, Ameriprise Financial Services, LLC 434 Fayetteville St # 1860, Raleigh, NC 27601
91957xxxx4 dns*****@a***.com 5 2
Thomas Giroux - Financial Advisor, Ameriprise Financial Services, LLC 3720 Benson Dr, Raleigh, NC 27609
91987xxxx4 dns*****@a***.com
First Flight Financial Advisors, LLC 3110 Edwards Mill Rd #205, Raleigh, NC 27612
91923xxxx9 ben************@f************.com
Merrill Lynch Wealth Management 4242 Six Forks Rd, Raleigh, NC 27609
91982xxxx0 ale*********@m*.com 4 6
Edward Jones - Financial Advisor: Sheridan O’Connor 1104 Grace Park Dr Morrisville, NC 27560
91946xxxx8 acc**********@e**********.com 5 2 86860 99000
Triangle Wealth Management 1301 Annapolis Dr, Raleigh, NC 27608
91983xxxx1 inf*@t*************.com
the Financial Literacy Center! 5710 Six Forks Rd, Raleigh, NC 27609
91921xxxx0
Jim Duerr - Thrivent 1100 Shelley Rd, Raleigh, NC 27609
84753xxxx0 ale*************@t*******.com
Devin Butler CFP AIF CRPC 8816 Six Forks Rd Suite 301, Raleigh, NC 27615
91971xxxx1 dbu****@c****.com 5 4 72
Steward Wealth Strategies 343 E Six Forks Rd #388, Raleigh, NC 27609
91980xxxx5 ale*@s*************.com 5 42
Copperleaf Capital 5904 Six Forks Rd STE 201, Raleigh, NC 27609
91978xxxx5 axx@c****************.com 4.2 5
Joseph A. Friend - RBC Wealth Management Financial Advisor 3800 Glenwood Ave Suite 400, Raleigh, NC 27612
91957xxxx9 rbc*********@r**.com
Edward Jones - Financial Advisor: Bobby Allen, CFP®|CEPA®|CRPC™ 203 E Whitaker Mill Rd #107, Raleigh, NC 27608
91983xxxx0 a.j*********@e**********.com 5 1
Edward Jones - Financial Advisor: Matthew J Gieszl 125 Edinburgh S Dr Ste 104 Cary, NC 27511
91923xxxx9 acc**********@e**********.com 4.5 2 86860 99000
Inspired Capital - Ameriprise Financial Services, LLC 3600 Glenwood Ave Ste 130, Raleigh, NC 27612
91922xxxx1 ada*************@a***.com 5 1 300 10
Stephen Coleman - Financial Advisor, Ameriprise Financial Services, LLC 3600 Glenwood Ave Ste 130, Raleigh, NC 27612
91922xxxx2 cyn***************@a***.com
William A Bagby - Financial Advisor, Ameriprise Financial Services, LLC 3605 Glenwood Ave #210, Raleigh, NC 27612
91967xxxx5 bis**********@a***.com
James M Richardson - Private Wealth Advisor, Ameriprise Financial Services, LLC 3605 Glenwood Ave #210, Raleigh, NC 27612
91967xxxx5 bis**********@a***.com 5 1
Alan Morgan - Financial Advisor, Ameriprise Financial Services, LLC 183 Wind Chime Ct #202, Raleigh, NC 27624
91951xxxx4 dns*****@a***.com 5.01
M. Sean Godwin, Investment Advisor Representative 8816 Six Forks Rd, Raleigh, NC 27615
91971xxxx9 cra*****@c****.com 277 6 276
Creative Planning 9121 Anson Way, Raleigh, NC 27615
86627xxxx8 a.j******@c***************.com 6345 125 7200
Edward Jones - Financial Advisor: Kenn Buckner 728 Slash Pine Dr Cary, NC 27519
91938xxxx7 acc**********@e**********.com 5 3 44
Advanced Financial Concepts 8404 Six Forks Rd # 204, Raleigh, NC 27615
91984xxxx1 abd******@a*******************.com 5 2 4.3 11 315 328
Edward Jones - Financial Advisor: John Underhill 4040 Ed Dr Ste 105, Raleigh, NC 27612
84424xxxx3 and*******@c*************.ca
Edward Jones - Financial Advisor: Karena L Bagwell 919 Kildaire Farm Rd Cary, NC 27511 91946xxxx6
Carolina Wealth Stewardship Group 3356 Six Forks Rd, Raleigh, NC 27609
91988xxxx0 ada*@s***************.com 1360 4 1300
Edward Jones - Financial Advisor: Crystal C Dempsey 300 Health Park Dr Ste 112 Garner, NC 27529 91977xxxx1
Peoples Wealth Management 4242 Six Forks Rd Suite 1550, Raleigh, NC 27609
91983xxxx0 ron@p***********************.com 5 2
SSG Wealth Management - UBS Financial Services Inc. 3700 Glenwood Ave Suite 300, Raleigh, NC 27612
91978xxxx7 ale*******@u**.com
Edward Jones - Financial Advisor: Max Mense, CFP® 807 Spring Forest Rd Suite 700, Raleigh, NC 27609
91984xxxx2 a.j*********@e**********.com 83551
The McCarthy Wealth Group 3800 Glenwood Ave Suite 400, Raleigh, NC 27612
91957xxxx1 rbc*********@r**.com 14640 16000
Edward Jones - Financial Advisor: Beth Scupin 2245 Gateway Access Pt Ste 301, Raleigh, NC 27607
91923xxxx7 and*******@c*************.ca 9
Becky Tolbert - Financial Advisor, Ameriprise Financial Services, LLC 3605 Glenwood Ave #210, Raleigh, NC 27612
91967xxxx5 bis**********@a***.com
Merrill Lynch Financial Advisor Nicholas William Gesell 4242 Six Forks Rd, Raleigh, NC 27609
91982xxxx8 ale*********@m*.com 3.85
Robert P. McCarthy - RBC Wealth Management Financial Advisor 3800 Glenwood Ave Suite 400, Raleigh, NC 27612
91957xxxx1 wms**********@r**.com 14787 16000
Financial Symmetry 5438 Wade Park Blvd Suite 310, Raleigh, NC 27607
91985xxxx0 abe****@f****************.com 4.6 8 191
The Leonard-Mason Group - UBS Financial Services Inc. 3700 Glenwood Ave Ste 300, Raleigh, NC 27612
91978xxxx5 ale*******@u**.com
Beacon Wealthcare, LLC. 1633 Glenwood Ave, Raleigh, NC 27608
91982xxxx5 car****@b*******.com 5 2
Hobgood Peatross Investment Group 3800 Glenwood Ave Suite 400, Raleigh, NC 27612
91957xxxx2 rbc*********@r**.com 4
MassMutual North Carolina 4000 Westchase Blvd Suite 400, Raleigh, NC 27607
91975xxxx0 aso**@m******************.com 4.2 10 1703 40 1700
Thomas Giroux - Financial Advisor, Ameriprise Financial Services 3720 Benson Dr, Raleigh, NC 27609
91987xxxx4 and********@a***.com
The Capital Planning Group 4000 Westchase Blvd Suite 300, Raleigh, NC 27607
91978xxxxxxx4 inf*@c*********.com
Lewis Financial Management LLC 1611 E Millbrook Rd, Raleigh, NC 27609
91987xxxx0 dle***@l*********.com 4 4
4 4
Edward Jones - Financial Advisor: Jayme N Dimitroff 3724 National Dr Ste 121, Raleigh, NC 27612
91979xxxx2 and*******@c*************.ca
June-Neri Financial 1241 S Main St Ste 6 Wake Forest, NC 27587
91955xxxx8 ane**@j****************.com 5 42 5 1 1066 157 1000
Triangle Securities 1301 Annapolis Dr, Raleigh, NC 27608 91983xxxx1
Ipcit Wealth Management Group - Ameriprise Financial Services, LLC 1611 Jones Franklin Rd # 104, Raleigh, NC 27606
91985xxxx0 dns*****@a***.com 46 46
Lincoln Financial Advisors 4011 Westchase Blvd Ste 100 Raleigh, NC 27607
91933xxxx0 aar**********@l**.com 4 2
Merrill Lynch Financial Advisor Robert E Bodmer 4242 Six Forks Rd, Raleigh, NC 27609
91942xxxx0 ale*********@m*.com
Andrew K. Rose, CFP , CLU , RICP Financial Advisor 8816 Six Forks Rd Suite 301, Raleigh, NC 27615
91971xxxx3 aro**@c****.com 5 5 103
Transitions Financial Strategies 4140 Parklake Ave Ste 450, Raleigh, NC 27612
91933xxxx7 jls****@t************.net 4.7 7 109
Michael Hock - Thrivent 5540 Centeview Dr. Ste. 200, Raleigh, NC 27606 91949xxxx3
Edward Jones - Financial Advisor: Teresa L Carmi 5565 Centerview Dr Ste 103, Raleigh, NC 27606
51542xxxx4 and*******@c*************.ca
Edward Jones - Financial Advisor: Derek J Crooks 300 Health Park Dr Ste 112 Garner, NC 27529 91977xxxx1
Raymond James Financial Services 5720 Six Forks Rd, Suite 201, Raleigh, NC 27609
91984xxxx8 a.-************@r***********.com
Edward Jones - Financial Advisor: John A Petretich, CFP®|AAMS™ 1814 Oberlin Rd #104, Raleigh, NC 27608
91979xxxx9 a.j*********@e**********.com 83596 92585
Kari Nelson Flores - Financial Advisor, Ameriprise Financial Services, LLC 4030 Wake Forest Rd Ste 108, Raleigh, NC 27609
91951xxxx4 cha**************@a***.com 240 3
Charles Schwab 434 Fayetteville St, Raleigh, NC 27601
91983xxxx0 a.j*******@s*****.com 5 3 263511 125 271735
Sagemark Consulting 4011 Westchase Blvd #100, Raleigh, NC 27607
Edward Jones - Financial Advisor: Tyler Faggart 3434 Edwards Mill Rd Ste 106 Raleigh, NC 27612 91978xxxx0
Jackson Hill & Fish Private Wealth Advisors, LLC
91927xxxx6 ben*****@j**********.com
Scott G Cook - Financial Advisor, Ameriprise Financial Services, LLC Two Hannover Square, 434 Fayetteville St # 1860, Raleigh, NC 27601
91957xxxx4 kat***************@a***.com
City of Oaks Wealth 5513 Cressage Ct, Raleigh, NC 27613
91988xxxx8 cmo***@c***************.com 5 1
Merrill Lynch Financial Advisor Mary W Duffman 4242 Six Forks Rd, Raleigh, NC 27609
91942xxxx3 ale*********@m*.com
Edward Jones - Financial Advisor: Drew Lloyd 10224 Durant Rd Ste 103 Raleigh, NC 27614 91984xxxx2
Life Wealth Planning Group - Ameriprise Financial Services, LLC 434 Fayetteville St # 1860, Raleigh, NC 27601
91957xxxx4 dns*****@a***.com
Jeff Mc Claugherty - Private Wealth Advisor, Ameriprise Financial Services, LLC 2501 Blue Ridge Rd #490, Raleigh, NC 27607
91967xxxx0 dns*****@a***.com
Collegiate Capital Management , Inc. 214 New Bern Pl, Raleigh, NC 27601
80033xxxx1 ago******@c****************.com
Edward Jones - Financial Advisor: Ahmad M Quqa 351 Wellesley Trade Ln Ste 110 Cary, NC 27519
91938xxxx7 acc**********@e**********.com 5 4 270 279
Harrison Peatross - RBC Wealth Management Financial Advisor 3800 Glenwood Ave, Suite 400, Raleigh, NC 27612
91957xxxx5 rbc*********@r**.com
Cook Wealth 4101 Lake Boone Trail # 200, Raleigh, NC 27607
91978xxxx0 ata****@c*********.com 5 2
Hesmer Wealth Management 3515 Glenwood Ave #200, Raleigh, NC 27612 91978xxxx1
Vesta Wealth Advisors 3221 Blue Ridge Rd STE 105, Raleigh, NC 27612
91920xxxx3 con***@v***********.com 5 1 309 355
Edward Jones - Financial Advisor: Jim Wyland 3434 Kildaire Farm Rd Ste 134 Cary, NC 27518 91936xxxx3
Jason Knight, CFP 116 N West St #220, Raleigh, NC 27603
91945xxxx5 jas**@k************.com
Patriot Wealth Management 4350 Lassiter at North Hills Ave #330, Raleigh, NC 27609
91932xxxx3 aus***@p**************.com 5 1 134 3
Northwestern Mutual 1201 Edwards Mill Rd #200, Raleigh, NC 27607
91983xxxx2 a.-***********@n*****************.com 2.3 6 107348 16227 108000
WolfBridge Financial 4601 Lake Boone Trail # 3B, Raleigh, NC 27607
91926xxxx0 div****@w******************.com 5 1
Jackson Hill & Fish Private Wealth Advisors, LLC 727 W Hargett St Suite 107, Raleigh, NC 27603
91927xxxx6 bar********@j**********.com
Friend Getman Wealth Management Group 3800 Glenwood Ave Suite 400, Raleigh, NC 27612
91957xxxx9 ale*************@r**.com 11 43
Grant Chaney - RBC Wealth Management Financial Advisor 3800 Glenwood Ave Suite 400, Raleigh, NC 27612
91957xxxx9 wms**********@r**.com 14787 16000
Sean Bynum - Thrivent 5540 Centerview Dr Ste 200, Raleigh, NC 27606
91975xxxx0 ale*************@t*******.com
Otto Mucklo 4400 Six Forks Rd, Raleigh, NC 27609
91971xxxx5 abc***@f************.com 12677 14000
Edward Jones - Financial Advisor: Michael G Dunaway 2916 N Main St Ste 104 Fuquay Varina, NC 27526 91955xxxx7 13
Alan Binkley - UBS Financial Services Inc. 3700 Glenwood Ave Suite 300, Raleigh, NC 27612
91978xxxx5 ale*******@u**.com 5 1
Truist Wealth 3605 Glenwood Ave #400, Raleigh, NC 27612
91957xxxx3 ema**@d*****.com 3.7 3
Anthony Crutchfield - Financial Advisor, Ameriprise Financial Services, LLC 8319 Six Forks Rd Ste 105, Raleigh, NC 27615
91967xxxx8 dns*****@a***.com 5.02
Ross Gordon - RBC Wealth Management Financial Advisor 3800 Glenwood Ave Suite 400, Raleigh, NC 27612 91957xxxx6 rbc*********@r**.com
Edward Jones - Financial Advisor: Jeff Miller 7201 Creedmoor Rd Ste 115, Raleigh, NC 27613
91929xxxx8 and*******@c*************.ca 5 4
Ark Royal Wealth Management 2626 Glenwood Ave Suite 485, Raleigh, NC 27608
91971xxxx5 inf*@a*********.com 5 7
Ben Graff - Private Wealth Advisor, Ameriprise Financial Services, LLC 3600 Glenwood Ave Ste 130, Raleigh, NC 27612
91922xxxx1 ben*************@a***.com
Oakbridge Financial Group 3100 Smoketree Ct Suite 100, Raleigh, NC 27604
91934xxxx8 atr*********@e********.com 1 1
Advisors Financial Group 5904 Six Forks Rd STE 105, Raleigh, NC 27609 91984xxxx7 bec**@a**********.com
Edward Jones - Financial Advisor: Scott Reavis 7201 Creedmoor Rd Ste 115 Raleigh, NC 27613 91951xxxx2
Capital Investment Advisory Services, LLC 100 E Six Forks Rd, Raleigh, NC 27609
91983xxxx0 inf*@c*********.com
KollzCorp Apex, NC 27539
91936xxxx8 emp******@k********.com 5 2
Lisa Zywicki - Ameriprise Financial Advisor 1121 Situs Ct Ste 300 Raleigh, NC 27606 91985xxxx2
Edward Jones - Financial Advisor: Thomas Hardison 8816 Six Forks Rd Ste 105, Raleigh, NC 27615
91926xxxx4 3d@**w.edwardjones 3 4
Edward Jones - Financial Advisor: Cathy Easop 620 Dr Calvin Jones Hwy Ste 204 Wake Forest, NC 27587 91955xxxx9
Connie Russell - Financial Advisor, Ameriprise Financial Services, LLC 3600 Glenwood Ave Ste 130, Raleigh, NC 27612
91922xxxx3 dns*****@a***.com 5.01
The Preferred Client Group 116 N West St #220, Raleigh, NC 27603
91945xxxx1 and********@p****.com 127 129
Drew Getman - RBC Wealth Management Financial Advisor 3800 Glenwood Ave Suite 400, Raleigh, NC 27612
91957xxxx4 wms**********@r**.com 14640 16000
R Ron Elmer, CPA, PLLC 2500 Regency Pkwy Cary, NC 27518
91928xxxx0 ron@r**********.com
Wells Fargo Advisors 2316 Hillsborough St, Raleigh, NC 27607
91983xxxx9 &.m****@w*****************.com 189166 190451
Cunningham Financial 112 N Person St, Raleigh, NC 27601
91987xxxx9 ali**@c******************.net
Edward Jones - Financial Advisor: Jim Bowdish 5565 Centerview Dr Ste 103, Raleigh, NC 27606
91921xxxx1 and*******@c*************.ca
FIRST Financial Group 1100 Logger Ct STE B101, Raleigh, NC 27609
91987xxxx6 ari**@f**********.com 5 2
Edward Jones - Financial Advisor: Elizabeth Perry 4301 Lake Boone Trl Ste 206 Raleigh, NC 27607 91961xxxx4
William Langdon - RBC Wealth Management Financial Advisor 3800 Glenwood Ave Suite 400, Raleigh, NC 27612
91991xxxx4 rbc*********@r**.com 14787 16000
Place Trade Financial 4030 Wake Forest Rd Ste 300, Raleigh, NC 27609
91971xxxx0 cli***********@p*********.com
4.5 62
Guardian Wealth Advisors 4270 The Cir At N Hills St Suite 200, Raleigh, NC 27609
91987xxxx0 inf*@g**********.com
UBS Financial Services Inc. 3700 Glenwood Ave Suite 300, Raleigh, NC 27612
91978xxxx5 ade********@u**.com 5 2
John Watlington - Financial Advisor, Ameriprise Financial Services, LLC 286 W Millbrook Rd, Raleigh, NC 27609
91933xxxx7
Travis Warren - Financial Advisor, Ameriprise Financial Services, LLC 434 Fayetteville St # 1860, Raleigh, NC 27601
91957xxxx4 dns*****@a***.com
SmithSandlin Wealth Planning Powered By LPL Financial 3700 Glenwood Ave Suite 400, Raleigh, NC 27612
98426xxxx9 ali**********@l**.com 135 141
Dave Powell - Private Wealth Advisor, Ameriprise Financial Services 286 W Millbrook Rd, Raleigh, NC 27609
91987xxxx0 dav***********@a***.com 3 2
Edward Jones - Financial Advisor: Richard D Mills 4600 Marriott Dr Ste 320, Raleigh, NC 27612
91937xxxx5 a.j*********@e**********.com 83805 91791
Raymond James Financial Services 4208 Six Forks Rd Suite 1000, Raleigh, NC 27609 91964xxxx0 5.01
Edward Jones - Financial Advisor: Steve Fordham 211 E Six Forks Rd Ste 115, Raleigh, NC 27609
91929xxxx1 and*******@c*************.ca
Gunther, Fred D CFP,ChFC,CLU 3721 Lynn Road, Suite 124, Raleigh, NC 27613
91971xxxx7 and*******@c*************.ca
Edward Jones - Financial Advisor: Jeff Miller, AAMS™ 7201 Creedmoor Rd Ste 115, Raleigh, NC 27613
91951xxxx2 a.j*********@e**********.com 5 4 83596
Hopper Financial Group 314 W Millbrook Rd STE 25, Raleigh, NC 27609
91984xxxx4 lee@h*******************.com 5.03
Jason Deibert - Private Wealth Advisor, Ameriprise Financial Services, LLC 5420 Wade Park Blvd Ste 208, Raleigh, NC 27607
91980xxxx9 dns*****@a***.com 4.68
R&N Financial Professional Agency, LLC 4801 Glenwood Ave Suite 200, Raleigh, NC 27612
91928xxxx6
Edward Jones - Financial Advisor: Nicholas Hulsey 4020 Westchase Blvd Ste 130 Raleigh, NC 27607 91989xxxx5
Edward Jones - Financial Advisor: Joe Froemming 5540 Mcneely Dr Ste 201, Raleigh, NC 27612
91937xxxx5 and*******@c*************.ca 36
Robert Starr - Thrivent 5540 Centerview Dr Ste 200, Raleigh, NC 27606
30275xxxx0 ale*************@t*******.com
Nelson Wealth Advisors 10604 Bent Twig Dr, Raleigh, NC 27613
91979xxxx7 bre*********@c*************.com 72
PNC Private Bank 301 Fayetteville St, Raleigh, NC 27601
91978xxxx7 aar******@p**.com 351755 9146 354000
James Carroll 3105 Glenwood Ave, Raleigh, NC 27612
91988xxxx7 ada*********@w*****************.com 189277
David Flanders - Financial Advisor, Ameriprise Financial Services, LLC 3600 Glenwood Ave Ste 130, Raleigh, NC 27612
91922xxxx7 cyn***************@a***.com
Southeastern Wealth Management, LLC 3737 Glenwood Ave, Raleigh, NC 27612
91957xxxx2 bry********@l**.com
BB&T Scott & Stringfellow 3605 Glenwood Avenue, Suite 400, Raleigh, NC 27612 91957xxxx3 3.7 3
Edward Jones - Financial Advisor: David Ford 10320 Durant Rd Ste 111, Raleigh, NC 27614
91932xxxx6 and*******@c*************.ca
altura advisors 150 Fayetteville St, Raleigh, NC 27601 84470xxxx3
Brad Carr 4300 Six Forks Rd, Raleigh, NC 27609
91971xxxx9 bra******@f************.com 12618 13000
Troy M. Smith, Certified Financial Planner TM 4509 Creedmoor Rd Suite 201, Raleigh, NC 27612
91957xxxx0 inf*@a******.com
Edward Jones - Financial Advisor: Drew Turner 7920 Acc Blvd Ste 312, Raleigh, NC 27617
91939xxxx0 and*******@c*************.ca
Meridian Financial 1201 Edwards Mill Rd #200, Raleigh, NC 27607
91975xxxx1 adm*******@c*****.com
CAPTRUST 4208 Six Forks Rd #1700, Raleigh, NC 27609
80021xxxx5 3d@c*******.com 4.2 5 445 62 570
Six5 Financial Planning Group - Ameriprise Financial Services, Inc. 1780 Heritage Center Dr #104, Wake Forest, NC 27587 91981xxxx0
Edward Jones - Financial Advisor: John Soles 9101 Leesville Rd Ste 123, Raleigh, NC 27613
91928xxxx5 a.-********@e**********.com 5 2 82200 92173
Glenwood Financial Partners, LLC 3717 National Dr Suite 211, Raleigh, NC 27612
91926xxxx0 inf*@g*********.com 5 3
Edward Jones - Financial Advisor: Max Mense 5003 Falls Of Neuse Rd Ste E, Raleigh, NC 27609
91945xxxx8 and*******@c*************.ca
Fortress Financial Partners 3110 Edwards Mill Rd Ste 200, Raleigh, NC 27612
91932xxxx1 ama************@f*********.com
Raymond James Financial Services 1100 Navaho Dr # 122, Raleigh, NC 27609
91987xxxx7 aar************@r***********.com 17180
RBC Wealth Management Branch - Raleigh 3800 Glenwood Ave Suite 400, Raleigh, NC 27612
91957xxxx0 bob*****@r**.com 1 1 86 2 86
Edward Jones - Financial Advisor: Nicholas J Cirillo Jr 1210 Blue Ridge Rd, Raleigh, NC 27607
91972xxxx6 and*******@c*************.ca
Kevin J Plewniak - Edward Jones Financial Advisor 151 Hwy 70 E Garner, NC 27529 91977xxxx7
Edward Jones - Financial Advisor: Steve Fordham, CFA® 211 E Six Forks Rd Suite 115, Raleigh, NC 27609
91983xxxx1 a.j*********@e**********.com 58
Edward Jones - Financial Advisor: Lonnie D Hedrick 259 Timber Drive Garner, NC 27529
91977xxxx2 acc**********@e**********.com 5 2 86860 99000
Keeter Financial Corp 17 Glenwood Ave, Raleigh, NC 27603
91983xxxx0 joh*@k************.com 4 1
CBK Wealth Management - Ameriprise Financial Services, LLC 3720 Benson Dr, Raleigh, NC 27609
91987xxxx4 and********@a***.com 156 2
Jackson Hill & Fish Private Wealth Advisors, LLC 727 W Hargett St SUITE 211, Raleigh, NC 27603
91927xxxx6 ben*****@j**********.com
First Oak Wealth Management - Investment Advisor 9131 Anson Way Suite 200, Raleigh, NC 27615
91942xxxx5 aed*****@f*******.com
Edward Jones - Financial Advisor: Scott G Cook 8480 Honeycutt Rd Ste 200, Unit 262 Raleigh, NC 27615 91934xxxx0
Ellis Brothers 547 Keisler Dr Ste 102 Cary, NC 27518 91985xxxx0
Golden Years Advisors 1601 Jones Franklin Rd Ste 102, Raleigh, NC 27606
91975xxxx9 car***************@g******************.com
5 1
Edward Jones - Financial Advisor: Mary Elizabeth Twiddy 151 US 70 Hwy W Garner, NC 27529 91977xxxx7
J D Gidley - Private Wealth Advisor, Ameriprise Financial Services, LLC 8317 Six Forks Rd STE 105, Raleigh, NC 27615
91936xxxx0
Lucid Wealth Planning LLC 1780 Heritage Center Dr Unit 201, Wake Forest, NC 27587
91949xxxx6 jef****@l******************.com 5 4
Scott Braddock Financial 8601 Six Forks Rd, Raleigh, NC 27615
88890xxxx4 5 1
Relational Investors LLC 150 Fayetteville St # 2850, Raleigh, NC 27601 91983xxxx3
Charles Savidge - Private Wealth Advisor, Ameriprise Financial Services, LLC 4030 Wake Forest Rd Ste 108, Raleigh, NC 27609
91951xxxx4 cha**************@a***.com
Compass Financial Group 7000 Harps Mill Rd STE 103, Raleigh, NC 27615
91971xxxx1 ali*********@c******************.com 5 20 157 167
KARV Financials Morrisville, NC 27560 91936xxxx9
Edward Jones - Financial Advisor: Jason M Jonczak 511 Keisler Dr Ste 201 Cary, NC 27518
91985xxxx5 acc**********@e**********.com 5 3 86860 99000
Financial Symmetry Inc 1511 Sunday Dr Ste 300, Raleigh, NC 27607
91985xxxx0 abe****@f****************.com 192
4.5 10
Eric Hilliard - Raymond James 5720 Six Forks Rd # 201, Raleigh, NC 27609
91984xxxx8 aar************@r***********.com
Richardson Private Wealth Advisors - Ameriprise Financial Services, LLC 3605 Glenwood Ave #210, Raleigh, NC 27612
91967xxxx5 bis**********@a***.com 152 159
Mercer Advisors Wealth Management 8352 Six Forks Rd STE 201, Raleigh, NC 27615
91984xxxx9 aar********@m*************.com 2837 28 2900
Edward Jones - Financial Advisor: Suzanne G Barham 3721 Lynn Rd Ste 124, Raleigh, NC 27613 91978xxxx5 4
Edward Jones - Financial Advisor: John A Petretich 1814 Oberlin Rd Ste 104, Raleigh, NC 27608
91935xxxx0 and*******@c*************.ca
Edward Jones - Financial Advisor: Elizabeth Asbill 135 Pkwy Office Ct Ste 101 Cary, NC 27518 91985xxxx6 1 1
Ameriprise Financial Advisors 5511 Capital Center Dr Ste 100 Raleigh, NC 27606 91985xxxx1
David Moseley - Financial Advisor, Ameriprise Financial Services, LLC 5420 Wade Park Blvd Ste 208, Raleigh, NC 27607
91941xxxx1 dav**********@a***.com
WM Financial 4801 Glenwood Ave Suite 200, Raleigh, NC 27612
91924xxxx6 wil****@w***********.com 5 10
Franklin Watkins Financial Group 4325 Lake Boone Trail #205, Raleigh, NC 27607
91985xxxx7 inf*@f***************.com 5 1
Edward Jones - Financial Advisor: Blair C Griffin 620 Doctor Calvin Jones Hwy Ste 204 Wake Forest, NC 27587 91955xxxx9 6
Lendmark Financial Services 6210 Plantation Center Dr Ste 107 Raleigh, NC 27616
91987xxxx0 aag*****@l****************.com 2.6 24 1 2
Beacon Financial Strategies 7100 Six Forks Rd STE 135, Raleigh, NC 27615
91980xxxx1 bfs@b************************.com 5.02
Oakbridge Financial Group 3100 Smoketree Ct # 1000, Raleigh, NC 27604
91934xxxx8 atr*********@e********.com 4.5 8
Lily Wealth Partners 3356 Six Forks Rd, Raleigh, NC 27609
98488xxxx5 dan*****@l*****.com 5 11 226
Edward Jones - Financial Advisor: Kevin R Overcash 8000 Regency Pkwy Ste 140 Cary, NC 27518 91938xxxx7
Madison Oaks Wealth Partners 1511 Sunday Dr Ste 214, Raleigh, NC 27607
91932xxxx3 inf*@y**********.com 5 2
Edward Jones - Financial Advisor: Brandon J Miller 7201 Creedmoor Rd Ste 115, Raleigh, NC 27613
91951xxxx2 a.j*********@e**********.com 110 2
Kyle Clements - RBC Wealth Management Financial Advisor 3800 Glenwood Ave Suite 400, Raleigh, NC 27612
91991xxxx5 wms**********@r**.com 14787 16000
RBC Wealth Management - Drew Getman 4208 Six Forks Rd, Raleigh, NC 27609
91957xxxx4 rbc*********@r**.com 12421 14000
Ameriprise Financial Advisors 5650 Six Forks Rd Ste 203 Raleigh, NC 27609 91967xxxx8
Parrott Benefit Group 317 National Dr Suite 207, Raleigh, NC 27612
33624xxxx5 ben*****@p******************.com 5 8 610 19
KPMG LLP 4242 Six Forks Rd, Raleigh, NC 27609
91966xxxx0 aaf*****@k***.com 421784 442000
Cardinal Capital Management, Inc 2626 Glenwood Ave, Raleigh, NC 27608
91953xxxx0 gan*****@c************************.com
Edward Jones - Financial Advisor: Martin R Noble 301 Glenwood Ave Ste 205, Raleigh, NC 27603
91934xxxx2 a.j*********@e**********.com 22 91197
Lincoln Financial Group 4000 Westchase Blvd, Raleigh, NC 27607
91978xxxx7 aar********@l**.com 4 2
Edward Jones - Financial Advisor: Darrin F Guay 1901 NW Cary Pkwy Ste 105 Morrisville, NC 27560 91967xxxx6
BrightWealth Management - Ameriprise Financial Services, LLC 2501 Blue Ridge Rd #490, Raleigh, NC 27607
91967xxxx0 dns*****@a***.com 5 2
NC Financial Advisor 8319 Six Forks Rd #101, Raleigh, NC 27615
91980xxxx1
Ameriprise Financial Advisors 5540 Centerview Dr Ste 421 Raleigh, NC 27606 91985xxxx6
Jon Narducci - Financial Advisor, Ameriprise Financial Services, LLC 3600 Glenwood Ave Ste 130, Raleigh, NC 27612
91922xxxx5 and************@a***.com
Edward Jones - Financial Advisor: Jon Lee 5000 Falls Of Neuse Rd Ste 424, Raleigh, NC 27609
91923xxxx8 and*******@c*************.ca
Edward Jones - Financial Advisor: Jack G Giamportone 9212 Falls Of Neuse Rd Ste 121, Raleigh, NC 27615
91937xxxx7 and*******@c*************.ca
J T Johnson - Financial Advisor, Ameriprise Financial Services, LLC 3600 Glenwood Ave Ste 130, Raleigh, NC 27612
91922xxxx3 and************@a***.com
A Hobgood IV - RBC Wealth Management Financial Advisor 3800 Glenwood Ave Suite 400, Raleigh, NC 27612
91957xxxx2 rbc*********@r**.com 2 4
Edward Jones - Financial Advisor: Marty Coward 3607 Falls River Ave Ste 113, Raleigh, NC 27614
91921xxxx0 and*******@c*************.ca
SBSB Financial Advisors 4208 Six Forks Rd Suite 1000, Raleigh, NC 27609
91974xxxx2 alo***@s******.com 5.02
Charles Schwab 223 Weston Pkwy, Cary, NC 27513
91937xxxx9 3 2
Edward Jones - Financial Advisor: Misty L Bussey 2426 SW Cary Pkwy Cary, NC 27513 91946xxxx6
Edward Jones - Financial Advisor: Kevin W Lunsford 3700 Glenwood Ave Ste 120, Raleigh, NC 27612
91937xxxx6 and*******@c*************.ca
University Financial Strategies 4801 Glenwood Ave Suite 200-630, Raleigh, NC 27612
91957xxxx0 har**@u****************************.com 4.8 10
Charles Schwab 4313 Glenwood Ave, Raleigh, NC 27612
91974xxxx1 app*******************@s*****.com 3.4 14
Merrill Lynch Financial Advisor Thomas Nelson Teeple 4242 Six Forks Rd, Raleigh, NC 27609
91942xxxx4 ale*********@m*.com
DHG Wealth Advisors 2501 Blue Ridge Rd Suite 500-A, Raleigh, NC 27607 91987xxxx1 ama*****@d****.com 4368
Ameriprise Financial 183 Wind Chime Ct, Raleigh, NC 27615
91932xxxx6
Alan Segal - Private Wealth Advisor, Ameriprise Financial Services, LLC 3600 Glenwood Ave Ste 130, Raleigh, NC 27612
91922xxxx8 dns*****@a***.com
Paige Joyner - Financial Advisor, Ameriprise Financial Services, LLC 434 Fayetteville St # 1860, Raleigh, NC 27601
91957xxxx4 kat***************@a***.com 121
Nathan Grooms - Financial Advisor, Ameriprise Financial Services, LLC 8319 Six Forks Rd Ste 105, Raleigh, NC 27615
91967xxxx8 dns*****@a***.com 4.936
Edward Jones - Financial Advisor: David Ford 8351 Standonshire Way Ste 117 Raleigh, NC 27615 91951xxxx2
Arbor 4000 Westchase Blvd # 475, Raleigh, NC 27607
91975xxxx1 atr*****@f*************.com 4.6 11 4 12 433 461
Allied Finance Adjusters 4109 Wake Forest Rd, Raleigh, NC 27609
91987xxxx0 all********@b*****************.com 5 21
Prudential | Kurt Woods | Life Insurance & Financial Services 3200 Beechleaf Ct, Raleigh, NC 27604 91945xxxx0
Wealth Enhancement Group 4101 Lake Boone Trail Suite 116, Raleigh, NC 27607
98434xxxx9 aba****@w****************.com
Edward Jones - Financial Advisor: Elizabeth Perry, CFP®|AAMS™ 8204 Creedmoor Rd #110, Raleigh, NC 27613
91934xxxx0 a.j*********@e**********.com 28 30
Raymond James Financial Services 3110 Edwards Mill Rd #340, Raleigh, NC 27612
91986xxxx2 aar************@r***********.com 194
Ameriprise Financial Advisors - Lipson, Zywicki, Williams, Perry 1121 Situs Ct Ste 300 Raleigh, NC 27606 91985xxxx2
Capital Wealth Management 606 Willard Pl, Raleigh, NC 27603 91982xxxx0
Flanders Boggie & Associates - Ameriprise Financial Services 3600 Glenwood Ave Ste 130, Raleigh, NC 27612
91922xxxx7 cyn***************@a***.com 13
Edward Jones - Financial Advisor: Brad F McRae II 1616 Evans Rd Ste 201 Cary, NC 27513 91946xxxx0
Bob Watral - Financial Advisor, Ameriprise Financial Services, LLC 3600 Glenwood Ave Ste 130, Raleigh, NC 27612
91922xxxx6 ben***************@a***.com
Mid Atlantic Securities 4001 Barrett Dr # 100, Raleigh, NC 27609
91978xxxx7 aar************@r***********.com
Fifth Third Private Bank - Philip Fintchre II 305 Church at N Hills St, Raleigh, NC 27609
91957xxxx9 ant**********@5*.com
Dobrick, Brenda, AGT 183 Wind Chime Ct, Raleigh, NC 27615
91932xxxx7 ame******************@a***.com 132666 134672
Matthew Hall, CFP 8816 Six Forks Rd Suite 301, Raleigh, NC 27615
91971xxxx7 cli***********@c****.com 5 4 741
Benjamin R Micham PA 314 W Millbrook Rd STE 1, Raleigh, NC 27609
91984xxxx0 ala*@m********.com 5 2
Edward Jones - Financial Advisor: Mark J Fortier, CFP® 3304 Six Forks Rd Suite 104, Raleigh, NC 27609
91926xxxx4 a.j*********@e**********.com 8 15
Edward Jones - Financial Advisor: Andy Cook 8411 Brier Creek Pkwy Ste 107, Raleigh, NC 27617
91937xxxx2 and*******@c*************.ca
Edward Jones - Financial Advisor: Scott G Cook 9131 Anson Way Ste 207, Raleigh, NC 27615
91970xxxx9 and*******@c*************.ca
Phil Nation - Platinum Financial Services Advisor, Ameriprise Financial Services 3720 Benson Dr, Raleigh, NC 27609
91998xxxx4 cyn*************@a***.com
Edward Jones - Financial Advisor: Dara Shoffner 2426 SW Cary Pkwy Cary, NC 27513 91946xxxx6
Edward Jones - Financial Advisor: Matt Vukmer 8351 Standonshire Way Ste 117, Raleigh, NC 27615
91924xxxx8 and*******@c*************.ca
Level Four Financial 6601 Six Forks Rd Suite 340, Raleigh, NC 27615
86677xxxx9 ast***@l****************.com 238 253
Edward Jones - Financial Advisor: Wendy A Garrett 56 Hunter St Ste 100 Apex, NC 27502 91926xxxx4
William D. Smith, CFP , AIF , AEP , RICP , LUTCF, CLTC 8816 Six Forks Rd Suite 301, Raleigh, NC 27615
91971xxxx9 cra*****@c****.com 5 10 278 6 278
A L Moore Financial Advisors 3212 Dogwood Dr Raleigh, NC 27604 91923xxxx0
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
Edward Jones - Financial Advisor: Seth A Asbill 12324 Hampton Way Dr Ste 102 Wake Forest, NC 27587 91956xxxx0 3
Blanton Financial Group, Inc. 17 Glenwood Ave, Raleigh, NC 27603
91983xxxx0 car****@b***************.com
Phil Nation - Platinum Financial Services Advisor, Ameriprise Financial Services, LLC 3720 Benson Dr, Raleigh, NC 27609
91998xxxx4 cyn*************@a***.com
David Nichols - Financial Advisor, Ameriprise Financial Services, LLC 3600 Glenwood Ave Ste 130, Raleigh, NC 27612
91922xxxx4 ada*************@a***.com 300 10
Edward Jones - Financial Advisor: Darryl Banks 2941 Wakefield Pines Dr Ste 102, Raleigh, NC 27614
98424xxxx6 and*******@c*************.ca 5 11
Roepke Robert 150 Fayetteville St, Raleigh, NC 27601 91982xxxx4
Raleigh Auto Finance 3737 Glenwood Ave #100, Raleigh, NC 27612
Raymond James Financial Services 8398 Six Forks Rd STE 204, Raleigh, NC 27615
91980xxxx2 aar************@r***********.com 17482 18000
Wells Fargo Advisors 4325 Glenwood Ave Ste 4002, Raleigh, NC 27612
91978xxxx2 aar**********@w*********.com 155213 1178950
Guardian Wealth Advisors DBA BLUE LINE INVESTING 1122 Oberlin Rd Suite 210, Raleigh, NC 27605
83325xxxx3 inf*@b****************.com
Nathan Grooms - Platinum Financial Services Advisor, Ameriprise Financial Services 8319 Six Forks Rd Ste 105, Raleigh, NC 27615
91967xxxx8 dns*****@a***.com
Edward Jones - Financial Advisor: Jayme N Dimitroff 6500 Creedmoor Rd Ste 106 Raleigh, NC 27613 91957xxxx0
Hutchinson Family Offices 4208 Six Forks Rd Suite 1000, Raleigh, NC 27609
91924xxxx7 all****@h*********************.com 283 294
MB Financial Capital 570 New Waverly Pl Ste 220 Cary, NC 27518
91962xxxx3 mha*****@m*****************.com
Hurricane Financial Corporation 3737 Glenwood Ave #100, Raleigh, NC 27612
88820xxxx1 ani**@h*****************.com
Patient Financial Services 421 Fayetteville St, Raleigh, NC 27601
82843xxxx4 1 2
Financial Planning Services 185 Wind Chime Ct #203, Raleigh, NC 27615 91967xxxx6
Nowak Wealth Management Group 3909 Sunset Ridge Rd #101, Raleigh, NC 27607
91956xxxx2 inf*@w****************.com 165 173
Michael Kaplan - Financial Advisor, Ameriprise Financial Services, LLC 3720 Benson Dr, Raleigh, NC 27609
91987xxxx4 and********@a***.com 156 2
Wrenn Financial Strategies Inc 8352 Six Forks Rd STE 201, Raleigh, NC 27615 91984xxxx9 5 1
Russell Emrath - Private Wealth Advisor, Ameriprise Financial Services, LLC 3600 Glenwood Ave Ste 130, Raleigh, NC 27612
91922xxxx5 ben***************@a***.com 5 1
Car Financial 5510 Six Forks Rd Suite 101, Raleigh, NC 27609
91979xxxx0 abb***********@c***********.com 1.8 13
Guardian Wealth Partners 4270 The Cir At N Hills St Suite 200, Raleigh, NC 27609
91924xxxx0 chr************@g**********.com
Cheryl Sova - Financial Advisor, Ameriprise Financial Services 3600 Glenwood Ave Ste 130, Raleigh, NC 27612
91922xxxx0 che********@a***.com 27
Edward Jones - Financial Advisor: David W Beeler 8109 Fayetteville Rd Ste 121, Raleigh, NC 27603
91961xxxx0 and*******@c*************.ca
Carawan Financial Partners Inc 7000 Harps Mill Rd, Raleigh, NC 27615
91987xxxx1 der**********@l**.com
Merrill Lynch Financial Advisor Faye Hilpert 4242 Six Forks Rd, Suite 1800, Raleigh, NC 27609
91942xxxx5 ale*********@m*.com
Raleigh Wealth Solutions 1400 Crescent Green Suite 100, Cary, NC 27518
91985xxxx5 *nn*@r*********************.com 4.9 18 392 7
Merrill Lynch Financial Advisor Alexander Starnes 4242 Six Forks Rd, Raleigh, NC 27609
91982xxxx1 ale*********@m*.com
Pendleton Financial 2607 Oberlin Rd, Raleigh, NC 27608
91978xxxx7 bre***@p*****************.com 5 16 27 27
Freedom Wealth Management 4000 Westchase Blvd Suite 300, Raleigh, NC 27607
91978xxxx7 joh*********@f*********************.com
Edward Jones - Financial Advisor: Chase White III 4131 Parklake Ave Ste 525, Raleigh, NC 27612
91934xxxx2 and*******@c*************.ca 2
Edward Jones - Financial Advisor: Cole McGlothlin 1151 SE Cary Pkwy Ste 102 Cary, NC 27518
91981xxxx0 acc**********@e**********.com 5 3 5
Edward Jones - Financial Advisor: Bill Moyer 903 5th Ave Ste C Garner, NC 27529 91966xxxx6 13
Sound Financial Management, Inc. 8362 Six Forks Rd STE 202, Raleigh, NC 27615 91984xxxx0
Edward Jones - Financial Advisor: Donna C Winbon 815 Oberlin Road, Suite 301, Raleigh, NC 27605
91983xxxx9 a.j*********@e**********.com 5 2 83596 91197
5 2
Miner Wealth Management 4801 Glenwood Ave Suite 200-05, Raleigh, NC 27612
91921xxxx3 ma**@m**********.com
Capitol Financial Solutions 8816 Six Forks Rd Ste 301, Raleigh, NC 27615
91954xxxx0 aho****@c****.com 4.9 25 278 6 278
Advising Academics 280 S Mangum St Ste 550 Durham, NC 27701
40734xxxx1
Edward Jones - Financial Advisor: Victoria L Johnston 2245 Gateway Access Pt, Ste 301, Raleigh, NC 27607
91978xxxx2 a.j*********@e**********.com 5 27 83596 48
5 27
Fortitude Financial Planning
91920xxxx9 inf*@f**********.com 4.3 6
AIM Advisors 421 N Harrington St Suite 630, Raleigh, NC 27603
91975xxxx1 ced*****@a****.com 5 1 256 8 262
Southeast Financial Group, Inc. 7780 Brier Creek Pkwy Ste 325, Raleigh, NC 27617
91954xxxx0 ese*****@s*******.com
Heartland Financial Advisor 1 Glenwood Ave 5th floor, Raleigh, NC 27603
91957xxxx4 bri**@h************************.com 1 1 14 2
Olympic Golden Retirements 4208 Six Forks Rd Suite 1000, Raleigh, NC 27609
88840xxxx9 dd0*****************************@s*****.wixpress
Olde Raleigh Financial Group 3110 Edwards Mill Rd #340, Raleigh, NC 27612
91986xxxx2 ale**********@o***************.com 5 8 194
Merritt Wealth Strategies 3356 Six Forks Rd, Raleigh, NC 27609
91981xxxx2 dme*****@f*********.com
Capital Investment Companies 100 E Six Forks Rd #200, Raleigh, NC 27609
91983xxxx0 aba****@c*************.com 4.7 28 473 518
Edward Jones - Financial Advisor: J Brian Morgan 351 Wellesley Trade Ln Ste 110 Cary, NC 27519 91938xxxx7
Franks Financial + Insurance Planning 8644 Barrett Ridge Rd Wake Forest, NC 27587
41034xxxx1 mic****@f**************.com
Douglas C Boggie - Financial Advisor, Ameriprise Financial Services, LLC 3600 Glenwood Ave Ste 130, Raleigh, NC 27612
91922xxxx5 cyn***************@a***.com
Donald Monroe - UBS Financial Services Inc. 3700 Glenwood Ave Suite 300, Raleigh, NC 27612
91978xxxx4 ale*******@u**.com
Joseph Friend - RBC Wealth Management Financial Advisor 3800 Glenwood Ave Ste 400, Raleigh, NC 27612
91957xxxx9 wms**********@r**.com 12190 13550
Bowers Private Wealth Management 260 W Millbrook Rd, Raleigh, NC 27609
98430xxxx8 bbo****@b********.com 5 5 146 15 152
Edward Jones - Financial Advisor: Barbara A Kingrey 10224 Durant Rd Ste 103, Raleigh, NC 27614
91926xxxx1 and*******@c*************.ca 5 6
Ameriprise Financial Advisors 9208 Fls Of Neuse Rd Ste 201 Raleigh, NC 27615 91932xxxx5
Jamie Carrington - Private Wealth Advisor, Ameriprise Financial Services, LLC 3720 Benson Dr, Raleigh, NC 27609
91987xxxx4 and********@a***.com 156 2
Hunter Street Investment Advisors 56 Hunter St Ste 210 Apex, NC 27502
91958xxxx0 jsm***@h**********.net 4.9 12
Mark Oglesby - Financial Advisor, Ameriprise Financial Services, LLC 3600 Glenwood Ave Ste 130, Raleigh, NC 27612
91922xxxx6 dns*****@a***.com 5 1
Ameriprise Financial Advisors 3000 Rdu Center Dr Ste 210 Morrisville, NC 27560 91986xxxx2
Edward Jones - Financial Advisor: Scott D Swift 2426 SW Cary Pkwy Cary, NC 27513 91946xxxx6
Socratic Better Wealth 3130 Fairhill Dr STE 108, Raleigh, NC 27612
91994xxxx1 adm**@s*******************.com 5 3 32 33
Oberlin Capital Acquisition 1001 Wade Ave, Raleigh, NC 27605 91983xxxx5
Ameriprise Financial Advisors 154 Mine Lake Ct Ste 100 Raleigh, NC 27615 91951xxxx5
Ameriprise Financial Services, Inc. 154 Mine Lake Ct, Raleigh, NC 27615
dns*****@a***.com
Raleigh Wealth Management 3110 Edwards Mill Rd #205, Raleigh, NC 27612 91923xxxx9
ECN Legacy Advisors 1500 Sunday Dr #105, Raleigh, NC 27607 91979xxxx0 5 1
Merit Financial Advisors, LLC 3100 Smoketree Ct # 1002, Raleigh, NC 27604
91987xxxx0 ada*@m*********************.com
Bob Gipp - RBC Wealth Management Branch Director 3800 Glenwood Ave Suite 400, Raleigh, NC 27612
91957xxxx6 bob*****@r**.com 86 2 86
Sean Flanigan - Branch Manager, Ameriprise Financial Services, LLC 3600 Glenwood Ave Ste 130, Raleigh, NC 27612
91922xxxx1 dns*****@a***.com
Heartland Financial Advisor 1 Glenwood Ave, Raleigh, NC 27603
91957xxxx4 bri**@h************************.com 3 14 2
1 1
Edelman Financial Engines 4700 Falls of Neuse Rd Suite 275, Raleigh, NC 27609
83375xxxx3 aar*******@e**********************.com 3 2 18775 20 20000
Scott Andrew Tippins - Financial Advisor, Ameriprise Financial Services, LLC 3600 Glenwood Ave Ste 130, Raleigh, NC 27612
91922xxxx6 dns*****@a***.com 161
Nicholas J. Pino, CFP , AIF 8816 Six Forks Rd Suite 301, Raleigh, NC 27615
91971xxxx1 cli***********@c****.com 5 10 741
H & M Financial Group LLC - LPL Financial 8309 Six Forks Rd Suite 107, Raleigh, NC 27615
91987xxxx8 chr*************@l**.com 4.9 36
Gregory Sieber, CFP, CLU, ChFC - UBS Financial Services Inc. 3700 Glenwood Ave Suite 300, Raleigh, NC 27612
91978xxxx8 ale*******@u**.com
Wake Wealth Management Co. 4509 Creedmoor Rd Suite 201, Raleigh, NC 27612
91957xxxx0
Nick Cerullo - Financial Advisor, Ameriprise Financial Services, LLC 3600 Glenwood Ave Ste 130, Raleigh, NC 27612
91922xxxx4 car********@a***.com
Merrill Lynch Financial Advisor Casey Edwards 4242 Six Forks Rd #1800, Raleigh, NC 27609
91982xxxx2 ale*********@m*.com
Financial Analysts 4509 Creedmoor Rd Suite 201, Raleigh, NC 27612
91978xxxx5 ade****@f**********.com 430
Trillium Square Advisors LLC 2840 Plaza Pl #210, Raleigh, NC 27612
91982xxxx8 inf*@t*************.com 5 1
Edward Jones - Financial Advisor: John Soles, AAMS™|CRPC™ 8470 Falls Of Neuse Rd Ste 106, Raleigh, NC 27615
91984xxxx7 a.j*********@e**********.com 5 2 136
Six5 Financial Planning Group - Ameriprise Financial Services, LLC 200 S Academy St #200, Cary, NC 27511
91981xxxx0 ang********@a***.com 537
Financial Resource Management 211 E Six Forks Rd # 118, Raleigh, NC 27609
91985xxxx8 bec**@f****.com 5 14 119
Merrill Lynch Financial Advisor Michael Cronlund 4242 Six Forks Rd, Raleigh, NC 27609
91942xxxx4 ale*********@m*.com
Carson Wealth 555 Fayetteville St 3rd floor, Raleigh, NC 27601
91921xxxx1 aan******@c***********.com 2059 53 2300
Edward Jones - Financial Advisor: Geoffrey C Raynor 1 Glenwood Ave Ste 4-102 Raleigh, NC 27603
91934xxxx0 acc**********@e**********.com 5 5
Merrill Lynch Financial Advisor Matthew W. Cronlund 4242 Six Forks Rd #1800, Raleigh, NC 27609
91982xxxx9 ale*********@m*.com
Axa Advisors Smoketree Ct, Raleigh, NC 27604 91934xxxx8
Nathan Brown - Financial Advisor, Ameriprise Financial Services, LLC 3720 Benson Dr, Raleigh, NC 27609
91987xxxx4 and********@a***.com 156 2
Edward Jones - Financial Advisor: Waylon L Iddings 5000 Falls Of Neuse Rd Ste 424 Raleigh, NC 27609
91998xxxx0 acc**********@e**********.com 4.4 5 40