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Map of Alexis, NC

Investment Securities in Alexis, NC

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31. A4 Wealth Advisors

A4 Wealth Advisors

16140 Northcross Dr, Huntersville, NC 28078

CLOSED NOW:9:00 am - 5:30 pm
YP
25 Years
in Business

34. Safe Retirement Planners

Safe Retirement Planners

20462 Chartwell Center Dr Ste D, Cornelius, NC 28031

OPEN NOW:8:00 am - 5:00 pm
YP
44 Years
in Business

36. Dart Acquisitions

Dart Acquisitions

4132 Pompano Dr, Charlotte, NC 28216

YP
20 Years
in Business

37. Edward Jones - Financial Advisor: Alex Price

Edward Jones - Financial Advisor: Alex Price

106 Kenwood St, Belmont, NC 28012

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

38. Edward Jones - Financial Advisor: LaTeesha M Stewart

Edward Jones - Financial Advisor: LaTeesha M Stewart

9739 Northlake Centre Pkwy Ste H, Charlotte, NC 28216

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

39. Edward Jones - Financial Advisor: Joshua Gross

Edward Jones - Financial Advisor: Joshua Gross

16610 Old Statesville Rd Ste A, Huntersville, NC 28078

OPEN NOW:8:00 am - 5:00 pm

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

40. Wells Fargo Advisors

Wells Fargo Advisors

130 Harbour Place Drive, Suite, Davidson, NC 28036

From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and…

41. Hartsoe, Don

Hartsoe, Don

27 E Catawba St, Belmont, NC 28012

CLOSED NOW:9:00 am - 5:00 pm

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

42. Peters, Joshua

Peters, Joshua

2940 Union Rd, Gastonia, NC 28054

From Business: Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an…

44. Fidelity Investments

Fidelity Investments

16740 Birkdale Commons Pkwy Ste 301, Huntersville, NC 28078

CLOSED NOW:8:30 am - 5:00 pm

From Business: Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your…

45. Edward Jones - Financial Advisor: LaTeesha M McCullough, CFP®

Edward Jones - Financial Advisor: LaTeesha M McCullough, CFP®

17824 Statesville Rd Ste 112, Cornelius, NC 28031

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

46. Exencial Wealth Advisors

Exencial Wealth Advisors

13801 Reese Blvd Ste 155, Huntersville, NC 28078

OPEN NOW:8:00 am - 5:00 pm

From Business: Founded in 2003, Exencial Wealth Advisors is a fiduciary and national Registered Investment Advisory firm providing expert CPA, CFA, CFP®, and CIMA®-led wealth management…

47. Fifth Third Securities - Joseph Lopardi

Fifth Third Securities - Joseph Lopardi

500 Gilead Rd, Huntersville, NC 28078

CLOSED NOW:9:00 am - 5:00 pm

From Business: Fifth Third Securities brings you personalized service combined with comprehensive financial services to help preserve and grow your assets, protect your family, and help you…

48. Christopher W. Davis CFP

Christopher W. Davis CFP

130 Harbour Place Dr. Ste 200, Davidson, NC 28036

From Business: Davidson Wealth Management of Wells Fargo Advisors offers holistic wealth management services helping families manage important aspects of their financial life.

YP
44 Years
in Business

49. Shelton, Joshua

Shelton, Joshua

407 W King St, Kings Mountain, NC 28086

CLOSED NOW:9:00 am - 5:00 pm

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…