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Financial Advisors in Cornelius, NC

How to choose a financial advisor in Cornelius

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Scott Jacob

Financial Advisor

ALPHASTAR CAPITAL MANAGEMENT

Cornelius, NC

ProfileNo contact yet

John Godfrey

Financial Advisor

INDEPENDENT ADVISOR ALLIANCE, LLC

Cornelius, NC

ProfileNo contact yet

Jarred West

Financial Advisor

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Cornelius, NC

ProfileNo contact yet

James Wynn

Financial Advisor

ALPHASTAR CAPITAL MANAGEMENT

Cornelius, NC

ProfileNo contact yet

Thomas Cooley

Financial Advisor

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Cornelius, NC

ProfileNo contact yet

Donald Rice

Financial Advisor

ALPHASTAR CAPITAL MANAGEMENT

Cornelius, NC

ProfileNo contact yet

Kenneth Sagert

Financial Advisor

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Cornelius, NC

ProfileNo contact yet

Justin Dean

Financial Advisor

ALPHASTAR CAPITAL MANAGEMENT

Cornelius, NC

ProfileNo contact yet

Hugh Bishop

Financial Advisor

ALPHASTAR CAPITAL MANAGEMENT

Cornelius, NC

ProfileNo contact yet
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