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Financial Advisors in Statesville, NC

How to choose a financial advisor in Statesville

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.

Deneen Wells

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Statesville, NC

ProfileNo contact yet

Kayla Smith

Financial Advisor

CREDIT UNION INVESTMENT SERVICES

Statesville, NC

ProfileNo contact yet

Donald Masters

Financial Advisor

MASTERS TAX AND FINANCIAL PLANNING LLC

Statesville, NC

ProfileNo contact yet

Lily Adjei

Financial Advisor

Cetera Investment Services Llc

Statesville, NC

ProfileNo contact yet

Katherine Waters

Financial Advisor

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Statesville, NC

ProfileNo contact yet

John Stevenson

Financial Advisor

PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC

Statesville, NC

ProfileNo contact yet

Ashley Pharr

Financial Advisor

WELLS FARGO CLEARING SERVICES, LLC

Statesville, NC

ProfileNo contact yet

Russell Winthrop

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Statesville, NC

ProfileNo contact yet

Nina Lloyd

Financial Advisor

OPUS FINANCIAL ADVISORS, INC.

Statesville, NC

ProfileNo contact yet

Staci Warner

Financial Advisor

Truist Investment Services, Inc.

Statesville, NC

ProfileNo contact yet

Michael Wilson

Financial Advisor

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Statesville, NC

ProfileNo contact yet

Eli Flores

Financial Advisor

WELLS FARGO CLEARING SERVICES, LLC

Statesville, NC

ProfileNo contact yet

Lisa Fox

Financial Advisor

OPUS FINANCIAL ADVISORS, INC.

Statesville, NC

ProfileNo contact yet
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