Investment Advisory Service in Lucia, NC

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1. Slezak, Glenn M, CFP

Slezak, Glenn M, CFP

1172 S Nc 16 Business Hwy, Stanley, NC 28164

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…

2. Perkins, Steve

Perkins, Steve

505 S Highway 27, Stanley, NC 28164

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…

3. Roberson, Joshua

Roberson, Joshua

137 Cross Center Rd, Denver, NC 28037

CLOSED NOW:8:00 am - 4:30 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…

7. Edward Jones - Financial Advisor: Joshua Roberson

Edward Jones - Financial Advisor: Joshua Roberson

137 Cross Center Rd Ste 137, Denver, NC 28037

CLOSED NOW:8:00 am - 4:30 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

8. Williford Financial Services

Williford Financial Services

Serving the Lucia Area

From Business: Williford Financial Network is an independent investment firm that focuses on your unique situation. We offer quality investment and insurance solutions to help ypu meet goals…

YP
33 Years
in Business

9. Allstate Insurance Agent: Renee Brooks

Allstate Insurance Agent: Renee Brooks

330 N Nc 16 Business Hwy, Denver, NC 28037

CLOSED NOW:8:30 am - 6:30 pm

From Business: As an Allstate Agent in Denver, I know many local families. My knowledge and understanding of the people in this community help me provide customers with an outstanding level…

11. Scott Robinson - Financial Advisor, Ameriprise Financial Services

Scott Robinson - Financial Advisor, Ameriprise Financial Services

7930 W Kenton Cir Ste 210, Huntersville, NC 28078

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

12. Fidelity Investments

Fidelity Investments

16740 Birkdale Commons Pkwy Ste 301, Huntersville, NC 28078

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

From Business: Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning…

13. 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…

14. Coton, J P, CFP

Coton, J P, CFP

102 Main St, Mc Adenville, NC 28101

CLOSED NOW:8:30 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…

15. 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…

16. Robinson, Amber, MBA

Robinson, Amber, MBA

7930 W Kenton Cir, Huntersville, NC 28078

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

17. George, Christopher

George, Christopher

8015 W Kenton Cir, Huntersville, NC 28078

CLOSED NOW:8:30 am - 4:30 pm

From Business: Welcome to Merrill Lynch in Huntersville, NC. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

18. Grafton, Steven

Grafton, Steven

8015 W Kenton Cir, Huntersville, NC 28078

From Business: Welcome to Merrill Lynch in HUNTERSVILLE, NC. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

19. Angelino, Chris, AGT

Angelino, Chris, AGT

8015 W Kenton Cir, Huntersville, NC 28078

CLOSED NOW:8:30 am - 4:30 pm

From Business: Welcome to Merrill Lynch in Huntersville, NC. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

20. Carlson, Chadwick

Carlson, Chadwick

8015 W Kenton Cir, Huntersville, NC 28078

CLOSED NOW:8:30 am - 4:30 pm

From Business: Welcome to Merrill Lynch in Huntersville, NC. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

21. Messick, Kirk

Messick, Kirk

8015 W Kenton Cir, Huntersville, NC 28078

CLOSED NOW:8:30 am - 4:30 pm

From Business: Welcome to Merrill Lynch in Huntersville, NC. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

22. Torres, Ana

Torres, Ana

8015 W Kenton Cir, Huntersville, NC 28078

From Business: Welcome to Merrill Lynch in HUNTERSVILLE, NC. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

23. Keller, Robert

Keller, Robert

8015 W Kenton Cir, Huntersville, NC 28078

CLOSED NOW:8:30 am - 4:30 pm

From Business: Welcome to Merrill Lynch in Huntersville, NC. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

24. Francomano, Thomas

Francomano, Thomas

8015 W Kenton Cir, Huntersville, NC 28078

CLOSED NOW:8:30 am - 4:30 pm

From Business: Welcome to Merrill Lynch in Huntersville, NC. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

25. Utz, Charles

Utz, Charles

8015 W Kenton Cir, Huntersville, NC 28078

CLOSED NOW:8:30 am - 4:30 pm

From Business: Welcome to Merrill Lynch in Huntersville, NC. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

26. Sargent, Thaddeus

Sargent, Thaddeus

8015 W Kenton Cir, Huntersville, NC 28078

CLOSED NOW:8:30 am - 4:30 pm

From Business: Welcome to Merrill Lynch in Huntersville, NC. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

27. Anderson, Karen

Anderson, Karen

8015 W Kenton Cir, Huntersville, NC 28078

CLOSED NOW:8:30 am - 4:30 pm

From Business: Welcome to Merrill Lynch in Huntersville, NC. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

28. Druckenbrod, Thomas

Druckenbrod, Thomas

8015 W Kenton Cir, Huntersville, NC 28078

CLOSED NOW:8:30 am - 4:30 pm

From Business: Welcome to Merrill Lynch in Huntersville, NC. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

29. Hansell, Jacob

Hansell, Jacob

8015 W Kenton Cir, Huntersville, NC 28078

CLOSED NOW:8:30 am - 4:30 pm

From Business: Welcome to Merrill Lynch in Huntersville, NC. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

30. Trombly, Bryant

Trombly, Bryant

8015 W Kenton Cir, Huntersville, NC 28078

CLOSED NOW:8:30 am - 4:30 pm

From Business: Welcome to Merrill Lynch in Huntersville, NC. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

We found 512 results for Investment Advisory Service in or near Lucia, NC.They also appear in other related business categories including Financial Planning Consultants, Investments, and Financial Planners. 3 of the rated businesses have 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Uptown, Dilworth, and First Ward. These businesses offer their services in one-or-more of the following languages: and Spanish.