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State DirectoryInvestment Securities in Troutman, NC
2. Edward Jones - Financial Advisor: Brian J Sohovich
140 N Center St, Statesville, NC, 28677
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…
3. Edward Jones - Financial Advisor: Brian J Sohovich
140 N Center St Ste 112, Statesville, NC, 28677
"Very poor advice. Did not know what the difference between mutual funds and annuities were. Lost money in the market and had to pay taxes. Charges too much for the service he…"
4. Edward Jones - Financial Advisor: Kelsey O Sowers
140 N Center St Ste 112, Statesville, NC, 28677
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…
5. First Horizon Bank
1829 E Broad St, Statesville, NC, 28625
From Business: First Horizon Bank is committed to making your banking experience the best it can be with innovative, convenient services and helpful, knowledgeable people. From your first…
6. Edward Jones - Financial Advisor: Bill Dixon, ChFC®|CLU®
118 E Broad St, Statesville, NC, 28677
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. Cordian Wealth - Ameriprise Financial Services
642 Signal Hill Drive Ext, Statesville, NC, 28625
From Business: At Cordian Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course,…
8. Capital Management Group of the Carolinas, Inc.
113 N Center St Ste 300, Statesville, NC, 28677
From Business: At Capital Management Group of the Carolinas our portfolio management services offer the following benefits: Access to top-tier investment management professionals Tailored…
9. Shoobridge, James
1837 E Broad St, Statesville, NC, 28625
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…
10. American Express Financial Advisors Inc
642 Signal Hill Drive Ext, Statesville, NC, 28625
12. Edward Jones - Financial Advisor: James W Shoobridge
1837 E Broad St Apt B, Statesville, NC, 28625
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…
13. Ameriprise Financial
642 Signal Hill Drive Ext, Statesville, NC, 28625
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…
14. Edward Jones - Financial Advisor: Roy E Boone, AAMS™
108 Argus Ln Ste B, Mooresville, NC, 28117
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. Communityone Wealth Management
141 Williamson Rd, Mooresville, NC, 28117
17. Edward Jones - Financial Advisor: Alexis Lambert
3440 E Broad St, Statesville, NC, 28625
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…
18. Edward Jones - Financial Advisor: Kelsey O Sowers
1737 Wilkesboro Hwy Ste F, Statesville, NC, 28625
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…
19. Edward Jones - Financial Advisor: James L Magee Jr, CFP®
1737 Wilkesboro Hwy Ste F, Statesville, NC, 28625
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…
20. Stamper, Matthew S
187 Turnersburg Hwy, Statesville, NC, 28625
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…
22. Edward Jones - Financial Advisor: Austin T Portelance
125 E Plaza Dr Ste 106, Mooresville, NC, 28115
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…
23. Edward Jones - Financial Advisor: Patrick A Nielsen
151 Welton Way, Mooresville, NC, 28117
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…
24. Edward Jones - Financial Advisor: Jamie E Dugo
109 Professional Park Dr Ste 100, Mooresville, NC, 28117
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…
25. Edward Jones - Financial Advisor: Adam S Bloom, CFP®
151 Welton Way, Mooresville, NC, 28117
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…
26. Edward Jones - Financial Advisor: Ryan Bloom, CFP®
702 Brawley School Rd Ste C, Mooresville, NC, 28117
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…
27. Edward Jones - Financial Advisor: Thomas Venzen
975 N Main St, Mooresville, NC, 28115
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…
28. Edward Jones - Financial Advisor: Janice D Lowrance, AAMS™|CRPC™
109 Professional Park Dr Ste 101, Mooresville, NC, 28117
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…
29. Edward Jones - Financial Advisor: Robert L Weimer II, CFA®
491 Williamson Rd Ste 206, Mooresville, NC, 28117
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…
30. Phillips, Elwood
491 Williamson Rd, Mooresville, NC, 28117
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…