Investment Securities in Alexis, NC
31. A4 Wealth Advisors
16140 Northcross Dr, Huntersville, NC 28078
32. Specialized Investments of North Carolina Inc
13420 Reese Blvd W, Huntersville, NC 28078
33. Management Wealth
131 The Point Dr, Mooresville, NC 28117
34. Safe Retirement Planners
20462 Chartwell Center Dr Ste D, Cornelius, NC 28031
35. New Horizons Capital
3335 Bass Dr, Sherrills Ford, NC 28673
37. 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…
38. 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…
39. Edward Jones - Financial Advisor: Joshua Gross
16610 Old Statesville Rd Ste A, Huntersville, NC 28078
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…
40. 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
27 E Catawba 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…
42. 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…
43. Met Life
8101 Bellhaven Blvd, Charlotte, NC 28216
44. Fidelity Investments
16740 Birkdale Commons Pkwy Ste 301, Huntersville, NC 28078
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®
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
13801 Reese Blvd Ste 155, Huntersville, NC 28078
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
500 Gilead Rd, Huntersville, NC 28078
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
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.
49. Shelton, Joshua
407 W King St, Kings Mountain, NC 28086
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…
50. LPL Financial Services
126 Brockton Ln, Mooresville, NC 28117
51. A.G. Edwards & Sons Incorporated
8015 W Kenton Cir Ste 100, Huntersville, NC 28078
52. Morgan Stanley Wealth Management
16810 Kenton Dr, Huntersville, NC 28078
53. Wells Fargo Private Bank
16810 Kenton Dr Ste 130, Huntersville, NC 28078
54. Givens, Ray
17505 W Catawba Ave, Cornelius, NC 28031
55. Morgan Stanley
17505 W Catawba Ave, Cornelius, NC 28031
56. Hobson, Elizabeth
17505 W Catawba Ave, Cornelius, NC 28031
57. Harry H McNair-Morgan Stanley
17505 W Catawba Ave, Cornelius, NC 28031
58. 35 North Group-Morgan Stanley
17505 W Catawba Ave, Cornelius, NC 28031
59. The Stoner Group-Morgan Stanley
17505 W Catawba Ave, Cornelius, NC 28031
60. McCall, Mark N, CFA
17505 W Catawba Ave, Cornelius, NC 28031