| Edward Jones - Financial Advisor: Christine M Beaman, AAMS™ |
801 E Morehead St Ste 307, Charlotte, NC 28202 |
|
70433xxxx0 |
a.j*********@e**********.com |
5 |
1 |
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83524 |
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91198 |
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| Calamita Wealth Management |
6135 Park S Dr #510, Charlotte, NC 28210 |
|
70427xxxx5 |
bri****@c*************.com |
5 |
7 |
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| Bennett, Jerry L |
8823 University East Dr, Charlotte, NC 28213 |
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70459xxxx3 |
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| Edward Jones - Financial Advisor |
8430 Rea Rd Suite 130, Charlotte, NC 28277 |
|
13039xxxxx0 |
a.j*********@e**********.com |
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83525 |
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| Dillon W Mark |
4201 Congress St # 210, Charlotte, NC 28209 |
|
70455xxxx6 |
bbo***@c***************.com |
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| Edward Jones - Financial Advisor: Mike Madrid, AAMS™ |
2100 Crescent Ave Suite 150, Charlotte, NC 28207 |
|
98094xxxx9 |
a.j*********@e**********.com |
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| Malcolm Mayer - UBS Financial Services Inc. |
13024 Ballantyne Corporate Pl Ste 650, Charlotte, NC 28277 |
|
70434xxxx0 |
ben*******************@u**.com |
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| Edward Jones - Financial Advisor: Andy Belk |
7510 Pineville Matthews Rd, Charlotte, NC 28226 |
|
70426xxxx3 |
and*******@c*************.ca |
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| David M Lyall - Private Wealth Advisor, Ameriprise Financial Services, LLC |
3125 Springbank Ln h, Charlotte, NC 28226 |
|
33680xxxx5 |
dav**********@a***.com |
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| William W Hadley - Platinum Financial Services Advisor, Ameriprise Financial Services |
4521 Sharon Rd Ste 300, Charlotte, NC 28211 |
|
70491xxxx4 |
ann********@a***.com |
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569 |
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| Edward Jones - Financial Advisor: Dan Hollins |
2820 Selwyn Ave Ste 325, Charlotte, NC 28209 |
|
70459xxxx1 |
and*******@c*************.ca |
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| Edward Jones - Financial Advisor: Joe Wind |
305 N Caswell Rd, Charlotte, NC 28204 |
|
70434xxxx2 |
a.j*********@e**********.com |
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83525 |
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| Merrill Lynch Financial Advisor Carson E McDaniel |
620 S Tryon St, Charlotte, NC 28202 |
|
70433xxxx7 |
ale*********@m*.com |
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| Del Turner - RBC Wealth Management Financial Advisor |
6000 Fairview Rd Ste 500, Charlotte, NC 28210 |
|
70426xxxx4 |
rbc*********@r**.com |
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| Crowe Kevin F & Associates |
10715 Sikes Pl, Charlotte, NC 28277 |
|
70484xxxx3 |
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| Andrew Kittelson, CEPA, CIMA - UBS Financial Services Inc. |
6100 Fairview Rd Ste 900, Charlotte, NC 28210 |
|
70436xxxx0 |
ben*******************@u**.com |
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| 49 Financial - Charlotte Office |
1213 W Morehead St Suite 508, Charlotte, NC 28208 |
|
70441xxxx8 |
atl********@4**********.com |
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5 |
7 |
628 |
20 |
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| Hobart Wealth |
7733 Ballantyne Commons Pkwy #101, Charlotte, NC 28277 |
|
88855xxxx2 |
amy@h***********.com |
4.9 |
29 |
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5878 |
4 |
5800 |
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| C.E. Wealth Group, LLC |
6404 Carmel Rd #201, Charlotte, NC 28226 |
|
80096xxxx6 |
ann@c*******.com |
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| Zoe Wealth Management |
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98022xxxx1 |
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| Merrill Lynch Financial Advisor Zachary T. Miller |
620 S Tryon St, Charlotte, NC 28202 |
|
70433xxxx8 |
ale*********@m*.com |
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| Edward Jones - Financial Advisor: Nathan B Sessions |
1800 Central Ave Suite 204, Charlotte, NC 28205 |
|
70490xxxx4 |
a.j*********@e**********.com |
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83525 |
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| Carolinas Investment Consulting |
5605 Carnegie Blvd # 400, Charlotte, NC 28209 |
|
70464xxxx5 |
abl****@c**************.com |
4 |
1 |
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| GCG Wealth Management |
1415 Vantage Pk Dr #250, Charlotte, NC 28203 |
|
70437xxxx1 |
aho**@g****.com |
4.1 |
10 |
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| Wells Fargo Advisors |
7301 Carmel Executive Park Dr Ste 102, Charlotte, NC 28226 |
|
70454xxxx0 |
a-p*************@w*****************.com |
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189174 |
|
190445 |
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| Meghanne Svatos - Financial Advisor, Ameriprise Financial Services, LLC |
8832 Blakeney Professional Dr Ste 302, Charlotte, NC 28277 |
|
70494xxxx0 |
dns*****@a***.com |
5 |
1 |
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| Wealth & Retirement Advisors, LLC |
11121 Carmel Commons Blvd STE 160, Charlotte, NC 28226 |
|
70492xxxx5 |
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| Alpha Financial Advisors |
11325 N Community House Rd #410, Charlotte, NC 28277 |
|
70471xxxx0 |
joh*******@a******.com |
3.9 |
8 |
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193 |
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| Edward Jones - Financial Advisor: Benjamin C Asseff, CFP®|ChFC®|AAMS™ |
8133 Ardrey Kell Rd STE 105, Charlotte, NC 28277 |
|
70470xxxx5 |
a.j*********@e**********.com |
5 |
7 |
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83524 |
|
90121 |
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| Worth Advisors |
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70473xxxx1 |
abd**@w************.com |
5 |
7 |
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190 |
24 |
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| Deloitte Wealth Partners - UBS Financial Services Inc. |
6100 Fairview Rd Suite 900, Charlotte, NC 28210 |
|
70436xxxx0 |
ben*******************@u**.com |
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| D. Christopher Teague - RBC Wealth Management Financial Advisor |
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70426xxxx6 |
rbc*********@r**.com |
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| Merrill Lynch Financial Advisor William Lee Fulbright |
620 S Tryon St, Charlotte, NC 28202 |
|
70433xxxx5 |
ale*********@m*.com |
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| Wickham Cash Partners - UBS Financial Services Inc. |
6100 Fairview Rd Ste 900, Charlotte, NC 28210 |
|
70436xxxx6 |
ben*******************@u**.com |
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| Merrill Lynch Financial Advisor M. Reed Branham |
6000 Fairview Rd, Charlotte, NC 28210 |
|
98028xxxx5 |
ale*********@m*.com |
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| Luminary Wealth |
101 N Tryon St Suite 112, Charlotte, NC 28246 |
|
70461xxxx4 |
aar**@l**********.com |
5 |
1 |
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| Clyde Financial Planning |
201 Hillside Ave UNIT A, Charlotte, NC 28209 |
|
70476xxxx7 |
bob@c*********************.com |
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| Wells Fargo Advisors |
4937 Sunset Rd, Charlotte, NC 28269 |
|
70459xxxx2 |
&.m****@w*****************.com |
2.3 |
9 |
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189174 |
|
190445 |
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| FOARD WEALTH MANAGEMENT |
15720 Brixham Hill Ave Suite 300, Charlotte, NC 28277 |
|
70446xxxx0 |
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| American College Foundation |
7300 Carmel Executive Park Dr, Charlotte, NC 28226 |
|
70454xxxx5 |
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| Auctus Advisors |
325 Arlington Ave # 625, Charlotte, NC 28203 |
|
70453xxxx0 |
dmi****@a*************.com |
5 |
3 |
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173 |
24 |
175 |
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| Tess Gregory Morris - Associate Financial Advisor, Ameriprise Financial Services, LLC |
6100 Fairview Rd #1105, Charlotte, NC 28210 |
|
70455xxxx0 |
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| Merrill Lynch Financial Advisor David Van Glish |
6000 Fairview Rd, Charlotte, NC 28210 |
|
98028xxxx4 |
bri************@b***.com |
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| Wells Fargo Advisors |
201 S College St Ste 2500, Charlotte, NC 28244 |
|
70463xxxx0 |
&.m****@w*****************.com |
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14947 |
415 |
16231 |
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| Linsco Private Ledger |
4828 Parkway Plaza Blvd, Charlotte, NC 28217 |
|
70442xxxx0 |
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| Merrill Lynch Financial Advisor Jason Martin |
620 S Tryon St, Charlotte, NC 28202 |
|
70433xxxx1 |
ale*********@m*.com |
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| Tamara Grate - TIAA Financial Consultant |
8500 Andrew Carnegie Blvd, Charlotte, NC 28262 |
|
87753xxxx0 |
adv**************@t***.org |
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12 |
90701 |
480 |
91953 |
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| Nine Bridge Financial Partners |
831 E Morehead St, Charlotte, NC 28202 |
|
70430xxxx5 |
ken********@n***********.com |
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| Dolan Capital Advisors, Inc. |
15720 Brixham Hill Ave #300, Charlotte, NC 28277 |
|
70488xxxx9 |
b@d******.com |
5 |
2 |
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| Merrill Lynch Financial Advisor R. Allen Hewett, Jr. |
620 S Tryon St, Charlotte, NC 28202 |
|
70433xxxx7 |
all*********@m*.com |
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| Sidestreet Capital |
7401 Carmel Executive Park Dr, Charlotte, NC 28226 |
|
70454xxxx1 |
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| HPL + Associates Planning and Wealth Management of Raymond James |
6805 Carnegie Blvd Ste 350, Charlotte, NC 28211 |
|
70444xxxx2 |
aar************@r***********.com |
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165 |
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| James Newman - Financial Advisor, Ameriprise Financial Services, LLC |
3125 Springbank Ln h, Charlotte, NC 28226 |
|
70454xxxx6 |
jam*********@a***.com |
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| D. Christopher Teague - RBC Wealth Management Financial Advisor |
6000 Fairview Rd Suite 500, Charlotte, NC 28210 |
|
70426xxxx6 |
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| Biltmore Family Office, LLC |
500 East Blvd, Charlotte, NC 28203 |
|
70424xxxx0 |
amy@b*******************.com |
5 |
1 |
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| James Shoemaker - Financial Advisor, Ameriprise Financial Services, LLC |
|
|
70454xxxx2 |
dns*****@a***.com |
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| Linden Thomas & Company |
516 N Tryon St, Charlotte, NC 28202 |
|
70455xxxx0 |
ade****@l***********.com |
4.8 |
50 |
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| Merrill Lynch Private Wealth Advisor Sara Caitlyn Halliday |
620 S Tryon St, Charlotte, NC 28202 |
|
70433xxxx8 |
ale*********@m*.com |
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| JP Financial Group,LLC |
801 E Morehead St #305, Charlotte, NC 28202 |
|
70454xxxx9 |
jan@j******************.com |
5 |
1 |
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5 |
46 |
993 |
35 |
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| LPL Financial |
12610 N Community House Rd, Charlotte, NC 28277 |
|
70454xxxx0 |
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4 |
1 |
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| Tristate Financial Advisors |
207 Regency Executive Park Dr Suite #170, Charlotte, NC 28217 |
|
70444xxxx8 |
dxx*****@t*********.com |
5 |
35 |
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391 |
27 |
443 |
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| Global Financial Services |
212 S Tryon St # 1055, Charlotte, NC 28281 |
|
70437xxxx2 |
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3 |
2 |
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| Wells Fargo Advisors |
127 E Woodlawn Rd, Charlotte, NC 28217 |
|
70452xxxx7 |
&.m****@w*****************.com |
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189174 |
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190445 |
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| Merrill Lynch Financial Advisor Zachary A. Lewer |
620 S Tryon St, Charlotte, NC 28202 |
|
70433xxxx5 |
ale*********@m*.com |
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| YellowWood Wealth Solutions |
1523 Elizabeth Ave Suite 210, Charlotte, NC 28204 |
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86668xxxx2 |
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| Longview Financial Group - Ameriprise Financial Services, LLC |
14120 Ballantyne Corporate Pl #325, Charlotte, NC 28277 |
|
70446xxxx3 |
dns*****@a***.com |
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| JHG Financial Advisors |
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70453xxxx3 |
dav***********@j***********.com |
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| Merrill Lynch Financial Advisor Evan Scott |
13510 Ballantyne Corporate Pl Suite 200, Charlotte, NC 28277 |
|
70434xxxx7 |
bri************@b***.com |
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| Trinity Capital Advisors |
440 S Church St # 800, Charlotte, NC 28202 |
|
70471xxxx5 |
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| McGill Advisors, Inc. |
8816 Red Oak Blvd #140, Charlotte, NC 28217 |
|
86672xxxx0 |
ako******@m*************.com |
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| WEDGE Capital Management L.L.P. |
301 S College St # 3800, Charlotte, NC 28202 |
|
70433xxxx5 |
abo*******@w***********.com |
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| Edward Jones - Financial Advisor |
8035 Providence Rd #350, Charlotte, NC 28277 |
|
80087xxxx7 |
a.j*********@e**********.com |
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| Merrill Lynch Private Wealth Advisor David K Finby |
13510 Ballantyne Corporate Pl, Charlotte, NC 28277 |
|
70434xxxx1 |
bro*********@m*.com |
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| Mike Williams - Thrivent |
4530 Park Rd Ste 109, Charlotte, NC 28209 |
|
70452xxxx7 |
ale*************@t*******.com |
5 |
1 |
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411909 |
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| Mattocks Pistiolis Group - UBS Financial Services Inc. |
6100 Fairview Rd Ste 900, Charlotte, NC 28210 |
|
70436xxxx9 |
ben*******************@u**.com |
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| The Rice Group - UBS Financial Services Inc. |
13024 Ballantyne Corporate Pl Ste 650, Charlotte, NC 28277 |
|
70436xxxx4 |
ben*******************@u**.com |
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| Mark Davey - Financial Advisor, Ameriprise Financial Services, LLC |
3125 Springbank Ln h, Charlotte, NC 28226 |
|
70454xxxx6 |
ama**************@a***.com |
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| Merrill Lynch Financial Advisor Matthew S Stading |
6000 Fairview Rd, Charlotte, NC 28210 |
|
98028xxxx2 |
ale*********@m*.com |
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| Hackney Financial Services |
6235 Carnegie Blvd, Charlotte, NC 28211 |
|
70436xxxx4 |
ark**************@n*.com |
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| Neely Financial |
11215 N Community House Rd Ste 700, Charlotte, NC 28277 |
|
70491xxxx2 |
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| Retirement Direction Group - Ameriprise Financial Services |
13830 Ballantyne Corporate Pl Ste 200, Charlotte, NC 28277 |
|
70489xxxx5 |
bec************@a***.com |
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| Know My Plan - Building Financial Plans Together |
Woodward Building, 11215 N Community House Rd Suite 775, Charlotte, NC 28277 |
|
70424xxxx6 |
je**@k*********.com |
5 |
16 |
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| Miller Wealth Management Group - UBS Financial Services Inc. |
11325 N Community House Rd Ste 600, Charlotte, NC 28277 |
|
95292xxxx2 |
ben*******************@u**.com |
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| Bragg Financial Advisors Inc |
1031 S Caldwell St #200, Charlotte, NC 28203 |
|
70437xxxx1 |
adr**@b*************.com |
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103 |
4 |
125 |
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| PLS Financial |
3711 Central Ave, Charlotte, NC 28205 |
|
70453xxxx3 |
aar**@p*****.com |
4.7 |
388 |
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3 |
167 |
11554 |
505 |
11748 |
1 |
1 |
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| General Financial Agency Inc |
301 S Tryon St, Charlotte, NC 28282 |
|
70437xxxx3 |
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| Sycamore Financial Planning, LLC |
525 N Tryon St #1600, Charlotte, NC 28202 |
|
98027xxxx6 |
ans***@s************************.com |
5 |
1 |
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| Edward Jones - Financial Advisor: Danny Vey |
7251 Pineville Matthews Rd Ste 200, Charlotte, NC 28226 |
|
70475xxxx9 |
and*******@c*************.ca |
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| Plancentric Financial Group |
6235 Carnegie Blvd, Charlotte, NC 28211 |
|
70444xxxx5 |
pla*****************@n*.com |
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166 |
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| Charlotte, NC Branch Office - UBS Financial Services Inc. |
13024 Ballantyne Corporate Pl Ste 650, Charlotte, NC 28277 |
|
70434xxxx0 |
ben*******************@u**.com |
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| Maximum Advisory |
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|
70426xxxx8 |
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| Wells Fargo Advisors |
516 N Tryon St, Charlotte, NC 28202 |
|
70455xxxx0 |
&.m****@w*****************.com |
|
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|
189247 |
|
190445 |
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| LPL Financial |
200 S College St UNIT 2100, Charlotte, NC 28202 |
|
70433xxxx8 |
|
1 |
1 |
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| Steven Runnion - RBC Wealth Management Financial Advisor |
6000 Fairview Rd Suite 500, Charlotte, NC 28210 |
|
70426xxxx5 |
rbc*********@r**.com |
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| Westend Advisors |
1001 Morehead Square Dr #600, Charlotte, NC 28203 |
|
88850xxxx5 |
ann****************@w**************.com |
5 |
1 |
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| Fifth Third Private Bank - Carolyn Finocchi |
201 N Tryon St, Charlotte, NC 28202 |
|
70468xxxx5 |
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| Edelman Financial Engines |
10130 Perimeter Pkwy Ste 200, Charlotte, NC 28216 |
|
83375xxxx3 |
aar*******@e**********************.com |
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37 |
18373 |
14 |
19774 |
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| Thomas Brown, CFP - GrandView Advisors of Raymond James |
6805 Carnegie Blvd Ste 350, Charlotte, NC 28211 |
|
70442xxxx2 |
aar************@r***********.com |
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| Fifth Third Private Bank - Whit Mulford |
201 N Tryon St, Charlotte, NC 28202 |
|
70468xxxx1 |
atl**@5*.com |
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| National Financial Services Group |
200 Providence Rd #101, Charlotte, NC 28207 |
|
70434xxxx1 |
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| Alliance Wealth Management |
121 W Trade St, Charlotte, NC 28202 |
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| Charlotte Financial Group |
6000 Fairview Rd, Charlotte, NC 28210 |
|
70436xxxx7 |
inf*@s*********************.com |
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| NaviPath Financial |
1009 East Blvd Suite 100, Charlotte, NC 28203 |
|
70424xxxx1 |
bri**@n****************.com |
5 |
1 |
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287 |
3 |
333 |
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| Cordian Wealth - Ameriprise Financial Services, LLC |
8832 Blakeney Professional Dr Ste 302, Charlotte, NC 28277 |
|
70494xxxx0 |
dns*****@a***.com |
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| Family Wealth Partners Inc |
2518 Plantation Center Dr, Matthews, NC 28105 |
|
70432xxxx2 |
bec**@f****.com |
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| Nathan Weir, CFP®, AIF®, RICP®, Financial Planner |
13777 Ballantyne Corporate Pl #550, Charlotte, NC 28277 |
|
70464xxxx6 |
aho****@c****.com |
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273 |
2 |
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| Falfurrias Capital Partners |
100 N Tryon St #4100, Charlotte, NC 28202 |
|
70437xxxx0 |
aco*****@f****************.com |
5 |
1 |
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| TriCapital Wealth Management |
Three South Executive Park, 6115 Park S Dr Suite 330, Charlotte, NC 28210 |
|
70457xxxx8 |
adm***@t**************.com |
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213 |
3 |
216 |
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| Merrill Lynch Financial Advisor Jon Currence |
620 S Tryon St, Charlotte, NC 28202 |
|
70433xxxx2 |
ale*********@m*.com |
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| A Special Needs Plan |
101 N McDowell St # 120, Charlotte, NC 28204 |
|
70432xxxx0 |
ali****@a****************.com |
4.4 |
7 |
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|
11033 |
4 |
10000 |
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| Stephen A Sweet - Financial Advisor, Ameriprise Financial Services, LLC |
10130 Mallard Creek Rd #300, Charlotte, NC 28262 |
|
70450xxxx4 |
dns*****@a***.com |
|
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| Laurel Wealth Advisors LLC |
309 S Laurel Ave, Charlotte, NC 28207 |
|
70492xxxx9 |
|
5 |
1 |
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| Merrill Lynch Wealth Management |
900 W Trade St, Charlotte, NC 28202 |
|
70438xxxx0 |
|
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| JHG Financial Advisors |
2616 Fort St, Charlotte, NC 28205 |
|
70453xxxx3 |
ber*********@j***********.com |
|
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| The Howard Group - UBS Financial Services Inc. |
13024 Ballantyne Corporate Pl Ste 650, Charlotte, NC 28277 |
|
70434xxxx2 |
ben*******************@u**.com |
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| MAI Capital Management |
6101 Carnegie Blvd #360, Charlotte, NC 28209 |
|
70454xxxx0 |
aar**@m**.capital |
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| jhh wealth, llc |
112 S Tryon St Suite 1220, Charlotte, NC 28284 |
|
70433xxxx2 |
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| Hayden Harper Advisory |
828 East Blvd, Charlotte, NC 28203 |
|
70434xxxx7 |
ash*****@h***********.com |
5 |
2 |
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| Edward Jones - Financial Advisor: Sulayman Nyang Jr |
9739 Northlake Centre Pkwy Ste H, Charlotte, NC 28216 |
|
70475xxxx6 |
and*******@c*************.ca |
5 |
2 |
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| AIO Fee Only Financial Advisors |
10926 David Taylor Dr STE 120, Charlotte, NC 28262 |
|
70498xxxx0 |
ale*@a***********.com |
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370 |
31 |
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| Merrill Lynch Financial Advisor James David Jones |
6000 Fairview Rd, Charlotte, NC 28210 |
|
98028xxxx3 |
ale*********@m*.com |
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| Blackbridge Financial |
Charlotte, NC 28278 |
|
70449xxxx7 |
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| Crown Wealth Group |
2108 South Blvd # 300, Charlotte, NC 28203 |
|
70436xxxx5 |
amy******@c***************.com |
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95 |
2 |
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| Merrill Lynch Financial Advisor Brent Cline |
620 S Tryon St, Charlotte, NC 28202 |
|
70433xxxx3 |
bri************@b***.com |
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| Edward Jones - Financial Advisor: Sean V Martin |
14825 Ballantyne Village Way Ste 240-9, Charlotte, NC 28277 |
|
70475xxxx9 |
and*******@c*************.ca |
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| Cary Street Partners |
2820 Selwyn Ave Suite 525, Charlotte, NC 28209 |
|
70451xxxx0 |
abl****@c*****************.com |
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| Edward Jones - Financial Advisor: Mike Madrid |
5110 Park Rd Ste 2i, Charlotte, NC 28209 |
|
70453xxxx2 |
and*******@c*************.ca |
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| Redwood Wealth Management, LLC |
6000 Fairview Rd Suite 1200, Charlotte, NC 28210 |
|
70455xxxx5 |
dpr*****@r************.com |
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| NorthStar Capital Advisors |
521 East Blvd, Charlotte, NC 28203 |
|
70435xxxx8 |
dat*****************@i****.de |
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129 |
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131 |
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| Fifth Third Private Bank - Lauren Herrmann |
201 N Tryon St, Charlotte, NC 28202 |
|
70426xxxx9 |
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| Josh Garbert - Financial Advisor, Ameriprise Financial Services, LLC |
3125 Springbank Ln h, Charlotte, NC 28226 |
|
70454xxxx3 |
gre*************@a***.com |
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| Ted Highsmith - Raymond James |
1213 W Morehead St #400, Charlotte, NC 28208 |
|
70498xxxx2 |
aar************@r***********.com |
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17474 |
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18000 |
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| Deneault & Greyard |
5950 Fairview Rd, Charlotte, NC 28210 |
|
98061xxxx2 |
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| Impact Financial Planners |
10926 David Taylor Dr STE 120, Charlotte, NC 28262 |
|
70498xxxx0 |
arg******@i**********************.com |
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5 |
13 |
105 |
4 |
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| McShane Partners Wealth & Investment Advisory |
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98058xxxx0 |
awi******@m**************.com |
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| Merrill Lynch Financial Advisor John J. Anderson |
6000 Fairview Rd, Charlotte, NC 28210 |
|
98028xxxx8 |
ale*********@m*.com |
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| ABIDING WEALTH ADVISORS, LLC Charlotte, NC Headquarters OSJ |
10815 Sikes Pl STE 320, Charlotte, NC 28277 |
|
80081xxxx1 |
dav**@a********************.com |
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| U.S. Bank – Wealth Management Banker: Bowdee Nolin |
4525 Sharon Rd, Charlotte, NC 28211 |
|
70496xxxx2 |
aar************@u*****.com |
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341267 |
3977 |
343833 |
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| Ocean Advisors LLC |
801 E Morehead St #104, Charlotte, NC 28202 |
|
70452xxxx4 |
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| Baker Wealth Management |
10955 Winds Crossing Dr #100, Charlotte, NC 28273 |
|
70458xxxx6 |
d-j***@b********************.com |
5 |
3 |
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55 |
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56 |
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| Merit Financial Advisors, LLC |
4235 S Stream Blvd Suite 100, Charlotte, NC 28217 |
|
70435xxxx0 |
add**@m*********************.com |
5 |
1 |
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| Beacon Pointe Advisors |
5960 Fairview Rd Ste 400, Charlotte, NC 28210 |
|
70436xxxx7 |
aba*****@b***********.com |
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| Fifth Third Private Bank - Olufemi Lamikanra |
201 N Tryon St, Charlotte, NC 28202 |
|
70468xxxx6 |
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| Rankin Wealth Management - UBS Financial Services Inc. |
6100 Fairview Rd Ste 900, Charlotte, NC 28210 |
|
70436xxxx7 |
ade*********@u**.com |
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| Ameriprise Financial |
214 N Tryon St, Charlotte, NC 28202 |
|
70433xxxx9 |
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| Capital Wealth Advisors |
4201 Congress St #140, Charlotte, NC 28209 |
|
70493xxxx0 |
bi**@c********************.com |
5 |
1 |
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92 |
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| Charles Schwab |
4529 Sharon Rd, Charlotte, NC 28211 |
|
70477xxxx6 |
nam*@e******.com |
2.6 |
13 |
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| Bill McDonald - Financial Advisor, Ameriprise Financial Services, LLC |
13830 Ballantyne Corporate Pl Ste 200, Charlotte, NC 28277 |
|
70491xxxx9 |
bil**********@a***.com |
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| JPFG Wealth Managment |
801 E Morehead St #305, Charlotte, NC 28202 |
|
70467xxxx0 |
cha*@j*******************.com |
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| Timothy Davis - TIAA Financial Consultant |
8500 Andrew Carnegie Blvd, Charlotte, NC 28262 |
|
87753xxxx0 |
adv**************@t***.org |
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12 |
90701 |
480 |
91953 |
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| Five Point Financial |
4350 Congress St, Charlotte, NC 28209 |
|
70455xxxx2 |
cst***@f*************.com |
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| Asset Wise Financial |
5960 Fairview Rd suite 100-b, Charlotte, NC 28210 |
|
88865xxxx7 |
edw***@a*****************.com |
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| Edge Capital Group |
200 S College St Suite 1520, Charlotte, NC 28202 |
|
70497xxxx0 |
abr***@e**************.com |
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| Wells Fargo Advisors |
401 S Tryon St Fl 2, Charlotte, NC 28202 |
|
70437xxxx7 |
a-p*************@w*****************.com |
|
17 |
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189250 |
|
190445 |
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| The McPherson Group - UBS Financial Services Inc. |
13024 Ballantyne Corporate Pl Ste 650, Charlotte, NC 28277 |
|
70434xxxx0 |
ben*******************@u**.com |
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| Black Rock Inc |
201 S College St # 1400, Charlotte, NC 28244 |
|
70492xxxx0 |
can******@s******.oleeo |
1 |
1 |
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| Candace Cline - UBS Financial Services Inc. |
6100 Fairview Rd Ste 900, Charlotte, NC 28210 |
|
70436xxxx1 |
ben*******************@u**.com |
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| Fedway Financial LLC |
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|
18008xxxxx2 |
f63*************************************@w*****************.com |
5 |
1 |
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| Edward Jones - Financial Advisor: Seth Miller |
8035 Providence Rd Ste 350, Charlotte, NC 28277 |
|
70475xxxx2 |
and*******@c*************.ca |
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| Raymond James |
1373 E Morehead St # 21, Charlotte, NC 28204 |
|
70437xxxx9 |
aar************@r***********.com |
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|
17474 |
|
18000 |
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| Woolard Financial Advisors |
520 Mcninch St, Charlotte, NC 28202 |
|
70433xxxx0 |
3d@w***********************.com |
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| Ballantyne Wealth Management - Gordon Semeniuk - UBS Financial Services Inc. |
13024 Ballantyne Corporate Pl Ste 650, Charlotte, NC 28277 |
|
70434xxxx5 |
ben*******************@u**.com |
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| Front Porch Financial Advisory |
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|
98042xxxx7 |
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| Ronald Blue Trust | Charlotte Financial Advisors |
10706 Sikes Pl #175, Charlotte, NC 28277 |
|
70475xxxx0 |
aar********@r******.com |
4.9 |
16 |
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| Barry Evans Josephs & Snipes |
1100 Kenilworth Ave, Charlotte, NC 28204 |
|
70433xxxx8 |
apr********@b***.com |
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| Fairview Financial |
4421 Kindletree Rd, Charlotte, NC 28210 |
|
70467xxxx4 |
pj@f****************.com |
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| Meredith McCanless Teden - Financial Advisor, Ameriprise Financial Services, LLC |
4521 Sharon Rd Ste 300, Charlotte, NC 28211 |
|
70491xxxx0 |
dns*****@a***.com |
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| Bret Urbanski - Financial Advisor, Ameriprise Financial Services, LLC |
4521 Sharon Rd Ste 300, Charlotte, NC 28211 |
|
70491xxxx5 |
ann********@a***.com |
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| Threadridge Investment Partners |
300 S Tryon St #1700, Charlotte, NC 28202 |
|
70450xxxx8 |
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| Bank of America Private Client Advisor Stratford Newitt Kiger |
620 S Tryon St, Charlotte, NC 28202 |
|
98038xxxx6 |
ban**********@e****.bankofamerica |
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| Edward Jones - Financial Advisor: Zach Wagner |
7818 Fairview Rd, Charlotte, NC 28226 |
|
70483xxxx2 |
and*******@c*************.ca |
|
|
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| David Deitch - UBS Financial Services Inc. |
6100 Fairview Rd, Charlotte, NC 28210 |
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70436xxxx9 |
ben*******************@u**.com |
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| Defender Capital |
1310 S Tryon St Ste 101 Charlotte, NC 28203 |
|
17043xxxxx6 |
cw@d**************.us |
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1 |
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| Kingfisher Capital |
201 S College St #2250, Charlotte, NC 28244 |
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70433xxxx0 |
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| Daniel Hanvey - Financial Advisor, Ameriprise Financial Services, LLC |
14120 Ballantyne Corporate Pl #325, Charlotte, NC 28277 |
|
70446xxxx3 |
cat**************@a***.com |
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| Max McKinney | Financial Planning |
1205 S Tryon St Suite 1323, Charlotte, NC 28203 |
|
70444xxxx1 |
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| Merrill Lynch Wealth Management |
6000 Fairview Rd, Charlotte, NC 28210 |
|
98028xxxx0 |
bro*********@m*.com |
3 |
4 |
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| Edward Jones - Financial Advisor: Steven Echenique, CFP®|CFA®|AAMS™ |
10715 Sikes Pl #110, Charlotte, NC 28277 |
|
70420xxxx5 |
a.j*********@e**********.com |
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| Merrill Lynch Financial Advisor Matthew T Gardner |
6000 Fairview Rd, Charlotte, NC 28210 |
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98028xxxx8 |
ale*********@m*.com |
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| Strathmore Capital Advisors |
2201 South Blvd #310, Charlotte, NC 28203 |
|
70436xxxx1 |
b2b*************************************@w*****************.com |
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| Noble Rock Wealth Management - Ameriprise Financial Services, LLC |
4500 Cameron Valley Pkwy Ste 250, Charlotte, NC 28211 |
|
70491xxxx4 |
jer*******************@a***.com |
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154 |
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162 |
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| DKD Wealth Strategies Group |
6235 Carnegie Blvd Ste 1, Charlotte, NC 28211 |
|
70444xxxx2 |
ark**************@n*.com |
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76 |
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| Merrill Lynch Financial Advisor Jennifer Sperry |
6000 Fairview Rd, Charlotte, NC 28210 |
|
70470xxxx5 |
ale*********@m*.com |
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| Structure Financial Planning |
307 W Trade St, Charlotte, NC 28202 |
|
70441xxxx1 |
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| woolard financial services |
520 McNinch St, Charlotte, NC 28202 |
|
70433xxxx0 |
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| HF Financial |
4350 Congress St UNIT 300, Charlotte, NC 28209 |
|
70455xxxx0 |
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| Tip Top Scores |
101 N Tryon St Ste 112 Charlotte, NC 28246 |
|
13363xxxxx6 |
cre***@t***********.com |
5 |
80 |
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2359 |
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| Gateway Wealth Management - UBS Financial Services Inc. |
6100 Fairview Rd Suite 900, Charlotte, NC 28210 |
|
70436xxxx1 |
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| First Command Financial Advisor - Eileen Perrin |
5821 Fairview Rd Ste 207, Charlotte, NC 28209 |
|
70424xxxx9 |
abe***@f***********.com |
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85 |
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| Merrill Lynch Financial Advisor Kyle Potenski |
620 S Tryon St, Charlotte, NC 28202 |
|
70433xxxx9 |
ale*********@m*.com |
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| MMCL Wealth Advisors |
2315 W Arbors Dr STE 205, Charlotte, NC 28262 |
|
70471xxxx6 |
mic********@l**.com |
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| Merrill Lynch & Co Inc |
100 N Tryon St #3600, Charlotte, NC 28202 |
|
80063xxxx5 |
aas***********@m*.com |
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| Terry Pait - TIAA Financial Consultant |
8500 Andrew Carnegie Blvd, Charlotte, NC 28262 |
|
87753xxxx0 |
adv**************@t***.org |
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12 |
90701 |
480 |
91952 |
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| Worth Advisors |
5605 77 Center Dr #101, Charlotte, NC 28217 |
|
70473xxxx1 |
abd**@w************.com |
5 |
7 |
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190 |
24 |
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| Fifth Third Private Bank - Lori Crowder |
201 N Tryon St NFT 16, Charlotte, NC 28202 |
|
70468xxxx5 |
apr*******@5*.com |
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| Jake Garman - Private Wealth Advisor, Ameriprise Financial Services, LLC |
6100 Fairview Rd #1105, Charlotte, NC 28210 |
|
70455xxxx0 |
dns*****@a***.com |
5 |
1 |
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| Fifth Third Securities - William Rhodes |
201 N Tryon St, Charlotte, NC 28202 |
|
70462xxxx0 |
apr*******@5*.com |
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| Blue Financial |
5970 Fairview Rd Suite 712, Charlotte, NC 28210 |
|
70430xxxx1 |
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5 |
17 |
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| Jason Wilson - Financial Advisor, Ameriprise Financial Services |
13830 Ballantyne Corporate Pl Ste 200, Charlotte, NC 28277 |
|
70454xxxx2 |
car**********@a***.com |
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| Miller Wealth Management - UBS Financial Services Inc. |
13024 Ballantyne Corporate Pl Ste 650, Charlotte, NC 28277 |
|
70434xxxx9 |
ben*******************@u**.com |
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| Merrill Lynch Financial Advisor John T Parker |
6000 Fairview Rd, Charlotte, NC 28210 |
|
98028xxxx6 |
ale*********@m*.com |
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| Capitol Financial Solutions |
13777 Ballantyne Corporate Pl #550, Charlotte, NC 28277 |
|
70464xxxx8 |
aho****@c****.com |
4 |
4 |
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273 |
2 |
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| Capstone Advisors |
101 N Tryon St Suite 112, Charlotte, NC 28246 |
|
26020xxxx8 |
inf*@l*************.com |
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| Vintage Wealth Management Group |
129 W Trade St Ste. 1640, Charlotte, NC 28202 |
|
70471xxxx5 |
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| Bank of America Private Client Advisor Jennifer J Winstel |
620 S Tryon St, Charlotte, NC 28202 |
|
98038xxxx3 |
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| Cornerstone Wealth Planning |
7810 Ballantyne Commons Pkwy #200, Charlotte, NC 28277 |
|
70484xxxx3 |
adv***@c*******************.com |
5 |
3 |
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| Allen Wealth Advisors |
5935 Carnegie Blvd UNIT 300, Charlotte, NC 28209 |
|
70464xxxx3 |
aar************@r***********.com |
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17179 |
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| Modera Wealth Management - Charlotte Fairview Rd |
6700 Fairview Rd #360, Charlotte, NC 28210 |
|
70433xxxx4 |
aar********@m***********.com |
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| Merrill Lynch Financial Advisor Sabrina L Brathwaite |
6000 Fairview Rd, Charlotte, NC 28210 |
|
70470xxxx7 |
ale*********@m*.com |
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| Edward Jones - Financial Advisor: Lucas U Decker |
2115 Southend Dr Ste 102, Charlotte, NC 28203 |
|
70462xxxx5 |
and*******@c*************.ca |
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| MMCL Wealth Advisors |
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70471xxxx6 |
mic********@l**.com |
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| Advisors Ocean |
801 E Morehead St, Charlotte, NC 28202 |
|
70452xxxx4 |
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| Charles Beatty - Thrivent |
4530 Park Rd Ste 109, Charlotte, NC 28209 |
|
70452xxxx7 |
bil*****************@t*******.com |
5 |
3 |
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411 |
29 |
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| Clearview Wealth Management |
6836 Carnegie Blvd STE 200, Charlotte, NC 28211 |
|
70483xxxx7 |
che***@c******************.com |
5 |
1 |
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| Hearn Financial Services |
801 E Morehead St # 127, Charlotte, NC 28202 |
|
70437xxxx7 |
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| Wells Fargo Advisors |
6805 Morrison Blvd Ste 490, Charlotte, NC 28211 |
|
70492xxxx0 |
&.m****@w*****************.com |
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189174 |
|
190445 |
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| Novare Capital Management |
521 E Morehead St # 510, Charlotte, NC 28202 |
|
70433xxxx8 |
acr****@n************.com |
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| Creative Planning |
11325 N Community House Rd #125, Charlotte, NC 28277 |
|
86627xxxx8 |
a.j******@c***************.com |
5 |
7 |
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| Merrill Lynch Financial Advisor Matthew (Matt) Cain Branstrom |
620 S Tryon St, Charlotte, NC 28202 |
|
70433xxxx4 |
bri************@b***.com |
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| Forth Financial Group |
11430 N Community House Rd, Charlotte, NC 28277 |
|
70455xxxx0 |
jer**@f*************.com |
5 |
1 |
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| Edward Jones - Financial Advisor: James M Bower |
14825 Ballantyne Village Way Ste 240-9, Charlotte, NC 28277 |
|
70478xxxx1 |
and*******@c*************.ca |
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| Genesis Wealth Planning, LLC |
6115 Park S Dr #200, Charlotte, NC 28210 |
|
70423xxxx9 |
bri**@w***********.com |
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| C.E. Wealth Group, LLC |
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|
80096xxxx6 |
car*@c*******.com |
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| U.S. Bank Branch |
8334 Pineville-Matthews Rd, Charlotte, NC 28226 |
|
70426xxxx0 |
aar************@u*****.com |
3.4 |
17 |
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341260 |
3975 |
343823 |
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| Richard Bean - Financial Advisor, Ameriprise Financial Services, LLC |
13830 Ballantyne Corporate Pl Ste 200, Charlotte, NC 28277 |
|
70491xxxx9 |
car**********@a***.com |
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| Goldman Sachs Personal Financial Management |
831 E Morehead St Ste 350, Charlotte, NC 28202 |
|
70437xxxx5 |
gsp********@g*.com |
|
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|
10423 |
|
10906 |
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| Carolina Capital Land Partners |
5821 Fairview Rd, Charlotte, NC 28209 |
|
70455xxxx0 |
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| SHARP Advisors |
2359 Perimeter Pointe Pkwy, Charlotte, NC 28208 |
|
70435xxxx0 |
car***********@s************.net |
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| Edward Jones - Financial Advisor: Benjamin C Asseff |
8133 Ardrey Kell Rd Ste 105, Charlotte, NC 28277 |
|
70443xxxx2 |
a.j*********@e**********.com |
5 |
7 |
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83521 |
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| Merrill Lynch Financial Advisor John J Brienza |
6000 Fairview Rd, Charlotte, NC 28210 |
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98028xxxx7 |
bri************@b***.com |
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| Merrill Lynch Private Wealth Advisor Michael L. Rogers |
620 S Tryon St, Charlotte, NC 28202 |
|
70433xxxx2 |
bro*********@m*.com |
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| Jones Gregg Financial |
10800 Sikes Pl Ste 350, Charlotte, NC 28277 |
|
70481xxxx0 |
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| T.J. Faber, CFP - Financial Advisor |
11215 N Community House Rd Suite 775, Charlotte, NC 28277 |
|
70470xxxx5 |
fab**@b*********.com |
5 |
4 |
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| Winget Benton Wealth Management Group by LPL Financial |
6101 Carnegie Blvd Ste 200, Charlotte, NC 28209 |
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98071xxxx5 |
aar************@l**.com |
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2 |
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| Edelman Financial Engines |
13860 Ballantyne Corporate Pl # 160, Charlotte, NC 28277 |
|
83375xxxx3 |
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1 |
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| Pensford Financial Group, LLC |
1300 S Mint St Suite 410, Charlotte, NC 28203 |
|
70488xxxx0 |
ale*******@p****************.com |
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| Colville Capital |
201 S College St #2770, Charlotte, NC 28244 |
|
70432xxxx0 |
ala******@c**************.com |
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| Jared Smith - RBC Wealth Management Financial Advisor |
6000 Fairview Rd Suite 500, Charlotte, NC 28210 |
|
70426xxxx8 |
wms**********@r**.com |
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12448 |
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12152 |
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| Trade Street Advisors, LLC |
121 W Trade St #3030, Charlotte, NC 28202 |
|
98085xxxx5 |
ada***@t******************.com |
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| MBL Advisors Inc. |
301 S McDowell St # 1100, Charlotte, NC 28204 |
|
70433xxxx1 |
ama************@m***********.com |
5 |
1 |
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| Goldman Sachs PFM |
831 E Morehead St # 350, Charlotte, NC 28202 |
|
70437xxxx5 |
gsp********@g*.com |
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10423 |
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10916 |
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| Mt Vernon Asset Management LLC |
1235 H E Blvd, Charlotte, NC 28203 |
|
70433xxxx3 |
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| Edward Jones - Financial Advisor: Mike Schmidt |
1441 Heather Ln Suite B, Charlotte, NC 28209 |
|
70425xxxx1 |
and*******@c*************.ca |
5 |
2 |
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| CG Financial Services |
7422 Carmel Executive Park Dr #320, Charlotte, NC 28226 |
|
87780xxxx9 |
ada*@m************.com |
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320 |
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| Merrill Lynch Financial Advisor Stan Ciotoli |
6000 Fairview Rd, Charlotte, NC 28210 |
|
70470xxxx8 |
ale*********@m*.com |
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| Legacy First Financial Group, LLC |
8604 Cliff Cameron Dr STE 187, Charlotte, NC 28269 |
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con****@y**************.com |
5 |
1 |
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| Brookwood Associates Inc |
121 W Trade St # 3000, Charlotte, NC 28202 |
|
70437xxxx9 |
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| Mariner Wealth Advisors |
6000 Fairview Rd Ste 1200, Charlotte, NC 28210 |
|
98050xxxx2 |
aal*************@m********************.com |
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| Edward Jones - Financial Advisor: Keith Nowokunski |
6100 Fairview Rd Ste 103, Charlotte, NC 28210 |
|
70475xxxx4 |
and*******@c*************.ca |
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| Remedy Tax & Financial Services |
301 E Woodlawn Rd #1, Charlotte, NC 28217 |
|
70452xxxx5 |
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4.6 |
27 |
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| Mark Whitley - Raymond James |
1213 W Morehead St #400, Charlotte, NC 28208 |
|
70498xxxx2 |
aar************@r***********.com |
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17473 |
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18000 |
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| Epic Capital Wealth Management |
6135 Park S Dr Suite 527, Charlotte, NC 28210 |
|
70455xxxx0 |
edo*****@e**********.com |
4.3 |
3 |
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1881 |
2 |
1800 |
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| Merrill Lynch Financial Advisor Joel W Bunkley IV |
620 S Tryon St, Charlotte, NC 28202 |
|
70433xxxx1 |
ale*********@m*.com |
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| Consolidated Planning |
6115 Park S Dr #200, Charlotte, NC 28210 |
|
70455xxxx7 |
abr*********@c********.com |
5 |
1 |
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5 |
24 |
465 |
11 |
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| Hatteras Wealth Management Group - UBS Financial Services Inc. |
6100 Fairview Rd Suite 900, Charlotte, NC 28210 |
|
70436xxxx0 |
ade********@u**.com |
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| Abundant Advisors |
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70431xxxx8 |
jan***@a***************.com |
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| Shane Gurganus, CFP, ChFC, AIF, Financial Planner |
13777 Ballantyne Corporate Pl, Charlotte, NC 28277 |
|
70464xxxx6 |
aho****@c****.com |
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273 |
2 |
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| Dalton Financial LLC |
910 Greentree Dr, Charlotte, NC 28211 |
|
70490xxxx5 |
bob@d********.com |
5 |
1 |
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43 |
4 |
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| Steele & Rozek Wealth Management - UBS Financial Services Inc. |
6100 Fairview Rd Ste 900, Charlotte, NC 28210 |
|
70436xxxx7 |
ben*******************@u**.com |
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| Signature Wealth Strategies |
521 E Morehead St # 150, Charlotte, NC 28202 |
|
70433xxxx1 |
ash***@s**************.com |
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961 |
2 |
973 |
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| Edward Jones - Financial Advisor: Kevin P Lewis |
1318 Central Ave Ste A-5, Charlotte, NC 28205 |
|
70470xxxx3 |
and*******@c*************.ca |
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| Edward Jones - Financial Advisor: Joseph A Giordano |
2100 Crescent Ave Ste 150, Charlotte, NC 28207 |
|
98094xxxx9 |
and*******@c*************.ca |
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| Blackbridge Financial |
15515 York Rd, Charlotte, NC 28278 |
|
70464xxxx8 |
cfa***@b*********.com |
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| Merrill Lynch Financial Advisor Carson Cook |
620 S Tryon St, Charlotte, NC 28202 |
|
70433xxxx9 |
bri************@b***.com |
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| Elizabeth Heard, WMS , AAMS , CRPC , AWMA - Raymond James |
6805 Carnegie Blvd Ste 350, Charlotte, NC 28211 |
|
70444xxxx7 |
aar************@r***********.com |
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17179 |
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| Modera Financial Advisors & Financial Planners |
6101 Carnegie Blvd, Charlotte, NC 28209 |
|
70454xxxx5 |
aar********@m***********.com |
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| Merrill Lynch Financial Advisor Matt Alexander |
6000 Fairview Rd, Charlotte, NC 28210 |
|
70470xxxx8 |
bri************@b***.com |
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| Stifel |
6100 Fairview Rd UNIT 700, Charlotte, NC 28210 |
|
70455xxxx9 |
abb****@s*****.com |
5 |
1 |
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4115 |
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| Bobby Pesakoff, CFP |
124 N McDowell St, Charlotte, NC 28204 |
|
70499xxxx0 |
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| Turning Point Financial Inc |
15720 Brixham Hill Ave Suite 300, Charlotte, NC 28277 |
|
70424xxxx2 |
hel*@c***************.com |
5 |
9 |
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5 |
9 |
282 |
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274 |
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| Edward Jones - Financial Advisor: Courtney H Williams |
2100 Crescent Ave Suite 150, Charlotte, NC 28207 |
|
70433xxxx7 |
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| Edward Jones - Financial Advisor: Gary Chmielewski |
9651 Brookdale Dr Ste 200, Charlotte, NC 28215 |
|
70426xxxx1 |
and*******@c*************.ca |
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| Edward Jones - Financial Advisor: Jim Hale |
3635 Mt Holly Huntersville Rd Ste 501, Charlotte, NC 28216 |
|
70475xxxx5 |
and*******@c*************.ca |
5 |
2 |
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| Ned Tyree |
6000 Fairview Rd Ste 500, Charlotte, NC 28210 |
|
70426xxxx4 |
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| Don Wolf - Financial Advisor, Ameriprise Financial Services, LLC |
4500 Cameron Valley Pkwy Ste 250, Charlotte, NC 28211 |
|
70454xxxx0 |
dns*****@a***.com |
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| Curtis Mark Casey - Platinum Financial Services Advisor, Ameriprise Financial Services |
3125 Springbank Ln Ste H, Charlotte, NC 28226 |
|
33696xxxx7 |
cur***********@a***.com |
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531 |
12 |
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| Mecklenburg Financial Group |
240 Hargett Ct, Charlotte, NC 28211 |
|
70446xxxx0 |
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| Edward Jones - Financial Advisor: Sean V Martin, CFP® |
10715 Sikes Pl #110, Charlotte, NC 28277 |
|
70454xxxx5 |
a.j*********@e**********.com |
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|
83525 |
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| Edward Jones - Financial Advisor: Glenn A Hines |
2935 Providence Rd Ste 203, Charlotte, NC 28211 |
|
70433xxxx6 |
and*******@c*************.ca |
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| Bank of America Private Client Advisor Gordon (Tim) Timothy Black |
620 S Tryon St, Charlotte, NC 28202 |
|
98038xxxx7 |
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| Oak Brook Financial Group |
417 East Blvd, Charlotte, NC 28203 |
|
70437xxxx1 |
hei**@o****************.com |
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| The Teague Group |
5925 Carnegie Blvd UNIT 300, Charlotte, NC 28209 |
|
70455xxxx4 |
bur*******@n******.com |
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| Merrill Lynch Financial Advisor Gregory K. Record |
13510 Ballantyne Corporate Pl Suite 200, Charlotte, NC 28277 |
|
70434xxxx8 |
ale*********@m*.com |
|
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| Cannon Advisors |
2108 South Blvd suite 200, Charlotte, NC 28203 |
|
70484xxxx9 |
adm**@c***************.com |
4.8 |
17 |
|
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5 |
11 |
217 |
|
212 |
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| First Command Financial Advisor - Avery Schaefer |
5821 Fairview Rd Ste 207, Charlotte, NC 28209 |
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70424xxxx9 |
aab*******@f***********.com |
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7166 |
263 |
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| Merrill Lynch Wealth Management |
13510 Ballantyne Corporate Pl, Charlotte, NC 28277 |
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70434xxxx0 |
bro*********@m*.com |
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| Merrill Lynch Wealth Management |
620 S Tryon St, Charlotte, NC 28202 |
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70433xxxx0 |
bro*********@m*.com |
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1 |
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| Merrill Lynch Financial Advisor Granville Calvin Washington |
620 S Tryon St, Charlotte, NC 28202 |
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98038xxxx7 |
ale*********@m*.com |
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| Merrill Lynch Financial Advisor Kent B Fox |
620 S Tryon St, Charlotte, NC 28202 |
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70433xxxx1 |
bri************@b***.com |
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| Jim Moore - RBC Wealth Management Financial Advisor |
6000 Fairview Rd Suite 500, Charlotte, NC 28210 |
|
70426xxxx3 |
rbc*********@r**.com |
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14777 |
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16000 |
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| Second Half Strategies |
4777 Sharon Rd Suite 540, Charlotte, NC 28210 |
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70436xxxx3 |
inf*@2***********.com |
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| Merrill Lynch Financial Advisor William J Turner |
6000 Fairview Rd, Charlotte, NC 28210 |
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70470xxxx2 |
ale*********@m*.com |
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| Jason Wilson - Financial Advisor, Ameriprise Financial Services, LLC |
13830 Ballantyne Corporate Pl Ste 200, Charlotte, NC 28277 |
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70454xxxx2 |
car**********@a***.com |
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| Gene Allen, CFP, MBA - GrandView Advisors of Raymond James |
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70444xxxx1 |
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| Merrill Lynch Financial Advisor Jeffrey E. Stevenson |
620 S Tryon St, Charlotte, NC 28202 |
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70461xxxx7 |
ale*********@m*.com |
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| UBS Financial Service, Inc. |
401 S Tryon St Ste 2500, Charlotte, NC 28202 |
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70434xxxx0 |
aar*******@u**.com |
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229808 |
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| Edward Jones - Financial Advisor: Andy Belk, CFP® |
10715 Sikes Pl #110, Charlotte, NC 28277 |
|
70454xxxx0 |
a.j*********@e**********.com |
3.7 |
3 |
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| Edward Jones - Financial Advisor: Kathy Younce |
17206 Lancaster Hwy Ste 508, Charlotte, NC 28277 |
|
80349xxxx9 |
and*******@c*************.ca |
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| Colony Family Offices |
4250 Congress St Suite 175, Charlotte, NC 28209 |
|
70428xxxx0 |
ale*************@c******************.com |
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| Front Porch Financial Advisory |
211 East Blvd, Charlotte, NC 28203 |
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98042xxxx7 |
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| Donald Chapman - RBC Wealth Management Financial Advisor |
6000 Fairview Rd Suite 500, Charlotte, NC 28210 |
|
82832xxxx9 |
rbc*********@r**.com |
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| ACM Wealth Management |
1927 S Tryon St #205, Charlotte, NC 28203 |
|
87770xxxx9 |
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| Carolina Retirement Solutions |
4520 Mint Hill Village Ln Suite #105, Mint Hill, NC 28227 |
|
70454xxxx2 |
and*@c**************.com |
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| Charlotte Financial Planning |
121 W Trade St, Charlotte, NC 28202 |
|
70423xxxx0 |
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| Financial and Retirement Planning LLC, Powered by FFS |
8318 Pineville-Matthews Rd Suite 273, Charlotte, NC 28210 |
|
98082xxxx2 |
abc***@f*********************.com |
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| Edward Jones - Financial Advisor: Christine M Beaman |
801 E Morehead St Ste 307, Charlotte, NC 28202 |
|
70446xxxx6 |
and*******@c*************.ca |
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| Edward Jones - Financial Advisor: Jason M Loia |
6210 Ardrey Kell Rd Ste 230, Charlotte, NC 28277 |
|
70436xxxx7 |
and*******@c*************.ca |
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| U.S. Bancorp Investments - Financial Advisors |
201 S Tryon St, Charlotte, NC 28202 |
|
98085xxxx6 |
aar************@u*****.com |
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341264 |
3976 |
343829 |
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| GuideSource Wealth Advisors - Ameriprise Financial Services, LLC |
3125 Springbank Ln h, Charlotte, NC 28226 |
|
70454xxxx3 |
car***********@a***.com |
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| Merrill Lynch Wealth Management Advisor Joseph B Davis Jr. |
620 S Tryon St, Charlotte, NC 28202 |
|
70433xxxx9 |
ale*********@m*.com |
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| Wealth Enhancement Group |
4521 Sharon Rd Suite 400, Charlotte, NC 28211 |
|
70455xxxx6 |
aba****@w****************.com |
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| Charlotte, NC Branch Office - UBS Financial Services Inc. |
6100 Fairview Rd 9th Fl, Charlotte, NC 28210 |
|
70436xxxx0 |
ben*******************@u**.com |
3.8 |
4 |
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| CG Financial Services |
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|
87780xxxx9 |
ada*@m************.com |
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320 |
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| Brown Brothers Harriman & Co |
227 W Trade St UNIT 2100, Charlotte, NC 28202 |
|
70437xxxx0 |
a.h@b**.com |
1 |
1 |
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|
675 |
66 |
756 |
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| Merrill Lynch Financial Advisor Matthew Feraci |
6000 Fairview Rd, Charlotte, NC 28210 |
|
70470xxxx0 |
ale*********@m*.com |
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