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Best financial advisors in Valdese, NC

Registered advisers within 25 miles of Valdese, NC.

Offices
99
Firms
33
Combined AUM
$7.05T
Firm-wide filings, not assets booked only here
Clients
686K
685,570 clients when Item 5C has a number
Avg / client
$10.3M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
CREDIT UNION INVESTMENT SERVICES
MML INVESTORS SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WELLS FARGO CLEARING SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.
FIRST CITIZENS INVESTOR SERVICES, INC.
PORTFOLIO MEDICS, LLC
ADVISORY SERVICES NETWORK

Investors

Maryann Diamond
Steven Ellis Fisher
Kelly Sue Childs
Rachel Nicole Weiland
Martin Joseph Sohovich
Scott A Brooks
Tyler Chance Barnhardt
Rachel G Gilley
THOMAS O BLACKWELL
ROBERT ALFRED BROCKLAND
MARSHA TONEY CARVER
TRAVIS JONATHAN MULL
BRENDA WHISNANT WHITE
WILLIAM DONALD HAUGEN
LAURA VIA CHATHAM
DANIEL JOHN COLLINSON
EDWINA RUMFELT GOWAN
ASHLEY MOODY GALLION
Joseph Matthew Anderson
JOHN FRANKLIN BLACK
WILLIAM B CANNON
JORDAN NASH GREENE
Rondal Scott Mulwee
Myron Stephens
Chad Adam Burel
Brooke Smith
CASSANDRA NODINE SMITH
PATRICK WILSON HOLMES
ERIC DWAYNE WHITENER
JASON DOUGLAS BECKLEY
LOUIS STANLEY WETMORE
Amanda Drum Dowell