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You Request, Mecklenburg County Personal Financial Planners Respond: Compare rates, availability, and advice from local Personal Financial Planners. Fill out one simple form and your request will be sent to the Mecklenburg County area Personal Financial Planners listed below. You can either take the time to call each of these Personal Financial Planners individually or you can use Respond Finance to contact all of them in one easy click. The Personal Financial Planners who respond are eager to earn your business and will be responsive to your needs They are pre-screened for availability on your event to ensure that their rates are within your budget range. Respond Finance is free and easy to use. Plus, you are under no obligation to purchase from any of these Personal Financial Planners. | |||||||||||
| Steps For Selecting a Personal Financial Planner: Your finances are important to you. You and your family deserve to have professional and knowledgeable financial services.
When choosing a Personal Financial Planner, we recommend that you do the following: 1. Use Respond Finance to get free, no obligation quotes from local Mecklenburg County Personal Financial Planners. Typically, you can expect to receive between 2 and 5 Personal Financial Planners responses to your request. 2. Ask friends and family if they have experience with any local Personal Financial Planners. You might receive one or two more referrals from friends and family. If you do receive any referrals, be sure to visit those Personal Financial Planners' web sites as you do your research. 3. Narrow your choices down to two or three Personal Financial Planners who you will meet in-person. A face-to-face meeting is important before you select the Personal Financial Planner for your event. |
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CENTURY SMALL BUSINESS SOLUTIONS,P.O. Box 459, Albemarle, NC, Stanly County General Business Services,P.O. Box 5544, Concord, NC, Cabarrus County FJR FUNDING,1125 East Sugar Creek Road Suite D, Charlotte, NC, Mecklenburg County FJR FUNDING,1125 East Sugar Creek Road Suite D, Charlotte, NC, Mecklenburg County Colonial National Mortgage,318 N Main Street, Hendersonville, NC, Henderson County Gregory Group Inc,200 Providence Rd, Suite 101, Charlotte, NC, Mecklenburg County AIG VALIC, Durham, NC, Durham County Waddell and Reed,5950 Fairviev Road, Charlotte, NC, Mecklenburg County American Strategic Financial,2401 Euclid Avenue, Charlotte, NC, Mecklenburg County American Strategic Financial,2401 Euclid Avenue, Charlotte, NC, Mecklenburg County MetLife / Ballantyne Planning Group,11220 Elm Lane, Suite 200, Charlotte, NC, Mecklenburg County Norkum Wealth Management Inc,15720 Brixham Hill Avenue, Charlotte, NC, Mecklenburg County Norkum Wealth Management Inc,15720 Brixham Hill Avenue, Charlotte, NC, Mecklenburg County Fidelity Private Advisors,,513 Montgrove Place, Concord, NC, Cabarrus County Fidelity Private Advisors,,513 Montgrove Place, Concord, NC, Cabarrus County Peter J Lee, Independent Agent,3730 Winding Creek Lane, Charlotte, NC, Mecklenburg County Berkeley Wealth Professionals, LLC,7940 Williams Pond Lane, Charlotte, NC, Mecklenburg County InterSecurites, Inc.,201 N Church Str, Mooresville, NC, Iredell County PRA Investment Counsel, Inc.,11904 Southcrest Lane, Pineville, NC, Mecklenburg County Nett Wealth Management Group,100 N. Tryon St., Charlotte, NC, Mecklenburg County Nett Wealth Management Group,100 N. Tryon St., Charlotte, NC, Mecklenburg County Retirement Income Advisers, Inc.,223 Williamson Rd., Suite 203, Mooresville, NC, Iredell County Innovative Financial Strategies,2301 Lawton Bluff Road, Charlotte, NC, Mecklenburg County Norkum Wealth Management,8936 NorthPointe Executive Park, Suite 155, Huntersville, NC, Mecklenburg County McGowan-Laughlin Financial Services, Inc.,7401 Carmel Executive Park, Suite 305, Charlotte, NC, Mecklenburg County Financial Network,6201 Fairview Rd,Ste 200, Charlotte, NC, Mecklenburg County MONY,5605 Carnegie Blvd., Suite 150, Charlotte, NC, Mecklenburg County MONY,5605 Carnegie Blvd., Suite 150, Charlotte, NC, Mecklenburg County HB Financial Resources, LTD.,5509 MONROE RED., Charlotte, NC, Mecklenburg County HB Financial Resources, LTD.,5509 MONROE RED., Charlotte, NC, Mecklenburg County Cornerstone Financial Partners,18716 W. Cutawba Ave. Suite 100, Cornelius, NC, Mecklenburg County Siler Financial Services,12239 Jessica Place, Charlotte, NC, Mecklenburg County Nationwide,4801 E. Independence Blvd. Suite 700, Charlotte, NC, Mecklenburg County Nationwide,4801 E. Independence Blvd. Suite 700, Charlotte, NC, Mecklenburg County Scott Biedrycki & Co., Inc.,11301 Carmel Commons Blvd., Suite 100, Charlotte, NC, Mecklenburg County USI,7300 Carmel Executive Park Suite 320, Charlotte, NC, Mecklenburg County Mauney-Pitt Financial Mgmt,19224 Peninsula Shores Dr, Cornelius, NC, Mecklenburg County Carolina Investment Solutions,1523 Mulhouse Ct, Charlotte, NC, Mecklenburg County Gerald B. Ahern, CFP,P.O. Box 518, Cornelius, NC, Mecklenburg County Kenison Financial Services, Inc.,8200 Avanti Drive, Waxhaw, NC, Union County Avondale Investment Management, LLC,2610 Tanbridge Rd, Charlotte, NC, Mecklenburg County UBS Financial Services, Inc.,6337 Morrison Blvd., Charlotte, NC, Mecklenburg County UBS Financial Services, Inc.,6337 Morrison Blvd., Charlotte, NC, Mecklenburg County The Investment Center, Inc.,6135 Park South Dr., Suite 510, Charlotte, NC, Mecklenburg County The Investment Center, Inc.,6135 Park South Dr., Suite 510, Charlotte, NC, Mecklenburg County Triune Capital Advisors, LLC,201 S. College St., Suite 100, Charlotte, NC, Mecklenburg County Triune Capital Advisors, LLC,201 S. College St., Suite 100, Charlotte, NC, Mecklenburg County Greater Carolina Group,9115 Harris Corners Pkwy, Ste 250, Charlotte, NC, Mecklenburg County Gatehill Financial Planning, LLC,2712 Wintergreen Drive, Charlotte, NC, Mecklenburg County Gatehill Financial Planning, LLC,2712 Wintergreen Drive, Charlotte, NC, Mecklenburg County National Financial Services Group,9335 Harris Corners Parkway, Suite 175, Charlotte, NC, Mecklenburg County Company Company,8936 Northpointe Executive Park, Huntersville, NC, Mecklenburg County Company Company,200 Providence Rd., Ste. 100, Charlotte, NC, Mecklenburg County Company Company,200 Providence Rd., Ste. 100, Charlotte, NC, Mecklenburg County Company Company,3101-e High Glen Dr, Charlotte, NC, Mecklenburg County Company Company,Po Box 49267, Charlotte, NC, Mecklenburg County Company Company,Po Box 49267, Charlotte, NC, Mecklenburg County Company Company,331 Johnnycake Lane, Charlotte, NC, Mecklenburg County Company Company,P.o. Box 49444, Charlotte, NC, Mecklenburg County Company Company,P.o. Box 49444, Charlotte, NC, Mecklenburg County Company Company,Charlotte, Charlotte, NC, Mecklenburg County Company Company,3437 High Ridge Rd, Charlotte, NC, Mecklenburg County Company Company,7810 Ballantyne Commons Parkway; Ste 300, Charlotte, NC, Mecklenburg County Company Company,112 Sasserbrook Lane, Mooresville, NC, Iredell County Company Company,311 Providence Sq Dr, Charlotte, NC, Mecklenburg County Company Company,19520 West Catawba Ave. Suite #200, Cornelius, NC, Mecklenburg County Alpha Financial Advisors, LLC,13925 Ballantyne Corporate Place, Charlotte, NC, Mecklenburg County Please Supply,Please Supply, Charlotte, NC, Mecklenburg County Please Supply,Please Supply, Charlotte, NC, Mecklenburg County Please Supply,Please Supply, Charlotte, NC, Mecklenburg County Please Supply,Please Supply, Charlotte, NC, Mecklenburg County Please Supply,Please Supply, Charlotte, NC, Mecklenburg County Please Supply,Please Supply, Charlotte, NC, Mecklenburg County Please Supply,Please Supply, Charlotte, NC, Mecklenburg County Please Supply,Please Supply, Charlotte, NC, Mecklenburg County Please Supply,Please Supply, Charlotte, NC, Mecklenburg County Please Supply,Please Supply, Charlotte, NC, Mecklenburg County Please Supply,Please Supply, Charlotte, NC, Mecklenburg County Please Supply,Please Supply, Charlotte, NC, Mecklenburg County Please Supply,Please Supply, Charlotte, NC, Mecklenburg County Please Supply,Please Supply, Charlotte, NC, Mecklenburg County BMH Investment Group,9605 Caldwell Commons Cir., Ste. A, Cornelius, NC, Mecklenburg County BMH Investment Group,9605 Caldwell Commons Cir., Ste. A, Cornelius, NC, Mecklenburg County Ameriprise,7401 Carmel Exec Pk Dr, Charlotte, NC, Mecklenburg County Ameriprise,7300 Carmel Exec Pk, Charlotte, NC, Mecklenburg County Ameriprise,6100 Fairview Rd, Charlotte, NC, Mecklenburg County Ameriprise,6100 Fairview Rd, Charlotte, NC, Mecklenburg County Ameriprise,101-B Old Statesville Rd, Huntersville, NC, Mecklenburg County Ameriprise,6100 Fairview Rd, Charlotte, NC, Mecklenburg County Ameriprise,3440 Toringdon Way, Charlotte, NC, Mecklenburg County Ameriprise,10150 Mallard Crk Rd, Charlotte, NC, Mecklenburg County Ameriprise,11330 Vanstory Dr, Huntersville, NC, Mecklenburg County Ameriprise,11330 Vanstory Dr, Huntersville, NC, Mecklenburg County Ameriprise,403 Gilead Rd, Huntersville, NC, Mecklenburg County Ameriprise,6100 Fairview Rd, Charlotte, NC, Mecklenburg County Ameriprise,6100 Fairview Rd, Charlotte, NC, Mecklenburg County Ameriprise,6100 Fairview Road, Charlotte, NC, Mecklenburg County Ameriprise,6100 Fairview Rd, Charlotte, NC, Mecklenburg County Ameriprise,7300 Carmel Exec Pk, Charlotte, NC, Mecklenburg County Ameriprise,7401 Carmel Exec Pk Dr, Charlotte, NC, Mecklenburg County Ameriprise,7300 Carmel Exec Pk, Charlotte, NC, Mecklenburg County Ameriprise,6211 Carmel Rd, Charlotte, NC, Mecklenburg County Ameriprise,7401 Carmel Exec Pk, Charlotte, NC, Mecklenburg County Ameriprise,4124 Bridgewood Ln, Charlotte, NC, Mecklenburg County Ameriprise,3945 Farlow Rd, Charlotte, NC, Mecklenburg County Ameriprise,13830 Ballantyne Corp Pl, Charlotte, NC, Mecklenburg County Ameriprise,13830 Ballantyne Corp Pl, Charlotte, NC, Mecklenburg County Ameriprise,13830 Ballantyne Corp Pl, Charlotte, NC, Mecklenburg County Ameriprise,13830 Ballantyne Corp Pl, Charlotte, NC, Mecklenburg County Ameriprise,10715 Sikes Place, Charlotte, NC, Mecklenburg County Ameriprise,13830 Ballantyne Corp Pl, Charlotte, NC, Mecklenburg County Ameriprise,13830 Ballantyne Corp Pl, Charlotte, NC, Mecklenburg County Ameriprise,13830 Ballantyne Corp Pl, Charlotte, NC, Mecklenburg County Ameriprise,13830 Ballantyne Corp Pl, Charlotte, NC, Mecklenburg County Ameriprise,13830 Ballantyne Corp Pl, Charlotte, NC, Mecklenburg County Ameriprise,10715 Sikes Place, Charlotte, NC, Mecklenburg County Ameriprise,13830 Ballantyne Corp Pl, Charlotte, NC, Mecklenburg County Ameriprise,13830 Ballantyne Corp Pl, Charlotte, NC, Mecklenburg County Ameriprise,13830 Ballantyne Corp Pl, Charlotte, NC, Mecklenburg County Ameriprise,13830 Ballantyne Corp Pl, Charlotte, NC, Mecklenburg County Ameriprise,13830 Ballantyne Corp Pl, Charlotte, NC, Mecklenburg County Ameriprise,13830 Ballantyne Corp Pl, Charlotte, NC, Mecklenburg County Ameriprise,10715 Sikes Place, Charlotte, NC, Mecklenburg County Ameriprise,13830 Ballantyne Corp Pl, Charlotte, NC, Mecklenburg County Ameriprise,13830 Ballantyne Corp Pl, Charlotte, NC, Mecklenburg County Ameriprise,13830 Ballantyne Corp Pl, Charlotte, NC, Mecklenburg County The Verity Fund,4030 Brownes Ferry Road, Charlotte, NC, Mecklenburg County Taylor & Turner Financial Group, LLC,10840 Ballantyne Commons Pkwy, Charlotte, NC, Mecklenburg County Synergy Investment Group, LLC, Charlotte, NC, Mecklenburg County Integrated Financial Strategies,6100 Faiview Road Suite 230, Charlotte, NC, Mecklenburg County Synergy Investment Group, LLC, Cornelius, NC, Mecklenburg County Morgan Stanley Smith Barney,6101 Carnegie Blvd, Charlotte, NC, Mecklenburg County Morgan Stanley Smith Barney,6101 Carnegie Blvd, Charlotte, NC, Mecklenburg County Transitions Wealth Management, LLC,6000 Fairview Road, Charlotte, NC, Mecklenburg County Janney Montgomery Scott, LLC,4064 Colony Rd Ste 100, Charlotte, NC, Mecklenburg County Janney Montgomery Scott, LLC,4064 Colony Rd Ste 100, Charlotte, NC, Mecklenburg County WELLS FARGO ADVISORS LLC,401 SOUTH TRYON STREET, Charlotte, NC, Mecklenburg County WELLS FARGO ADVISORS LLC,401 SOUTH TRYON STREET, Charlotte, NC, Mecklenburg County AMERIPRISE FINANCIAL SERVICES INC.,13830 BALLANTYNE CORPORATE PL, Charlotte, NC, Mecklenburg County UBS FINANCIAL SERVICES INC.,THREE WACHOVIA CENTER, Charlotte, NC, Mecklenburg County UBS FINANCIAL SERVICES INC.,THREE WACHOVIA CENTER, Charlotte, NC, Mecklenburg County UBS FINANCIAL SERVICES INC.,6337 MORRISON BLVD., Charlotte, NC, Mecklenburg County UBS FINANCIAL SERVICES INC.,6337 MORRISON BLVD., Charlotte, NC, Mecklenburg County CAPITAL INVESTMENT BROKERAGE INC.,4525 HEDGEMORE DRIVE SUITE F, Charlotte, NC, Mecklenburg County CAPITAL INVESTMENT BROKERAGE INC.,4525 HEDGEMORE DRIVE SUITE F, Charlotte, NC, Mecklenburg County NEXT FINANCIAL GROUP INC.,7422 CARMEL EXECUTIVE PARK, Charlotte, NC, Mecklenburg County EQUITY SERVICES INC.,5821 FAIRVIEW ROAD, Charlotte, NC, Mecklenburg County EQUITY SERVICES INC.,5821 FAIRVIEW ROAD, Charlotte, NC, Mecklenburg County CAPITAL INVESTMENT GROUP INC.,5950 FAIRVIEW ROAD, Charlotte, NC, Mecklenburg County LPL FINANCIAL CORPORATION,10800 SIKES PLACE STE 350, Charlotte, NC, Mecklenburg County LPL FINANCIAL CORPORATION,6525 MORRISON BLVD STE 314, Charlotte, NC, Mecklenburg County LPL FINANCIAL CORPORATION,6525 MORRISON BLVD STE 314, Charlotte, NC, Mecklenburg County WALNUT STREET SECURITIES INC.,124 N. MCDOWELL STREET, Charlotte, NC, Mecklenburg County WALNUT STREET SECURITIES INC.,124 N. MCDOWELL STREET, Charlotte, NC, Mecklenburg County TRIUNE CAPITAL ADVISORS LLC,201 S COLLEGE ST SUITE 100, Charlotte, NC, Mecklenburg County TRIUNE CAPITAL ADVISORS LLC,201 S COLLEGE ST SUITE 100, Charlotte, NC, Mecklenburg County BANC OF AMERICA INVESTMENT SERVICES INC.,900 WEST TRADE ST, Charlotte, NC, Mecklenburg County BANC OF AMERICA INVESTMENT SERVICES INC.,900 WEST TRADE ST, Charlotte, NC, Mecklenburg County MERRILL LYNCH PIERCE FENNER & SMITH INCORPORATED,900 WEST TRADE ST, Charlotte, NC, Mecklenburg County MERRILL LYNCH PIERCE FENNER & SMITH INCORPORATED,900 WEST TRADE ST, Charlotte, NC, Mecklenburg County NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC,6235 MORRISON BOULEVARD, Charlotte, NC, Mecklenburg County NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC,6235 MORRISON BOULEVARD, Charlotte, NC, Mecklenburg County PRINCOR FINANCIAL SERVICES CORPORATION,13860 BALLANTYNE CORPORATE PLACE, Charlotte, NC, Mecklenburg County JANNEY MONTGOMERY SCOTT LLC,4064 COLONY ROAD, Charlotte, NC, Mecklenburg County JANNEY MONTGOMERY SCOTT LLC,4064 COLONY ROAD, Charlotte, NC, Mecklenburg County CHARLES SCHWAB & CO. INC.,1901 ROXBOROUGH RD, Charlotte, NC, Mecklenburg County CHARLES SCHWAB & CO. INC.,1901 ROXBOROUGH RD, Charlotte, NC, Mecklenburg County NFP SECURITIES INC.,341 NORTH CASWELL ROAD, Charlotte, NC, Mecklenburg County NFP SECURITIES INC.,341 NORTH CASWELL ROAD, Charlotte, NC, Mecklenburg County WELLS FARGO ADVISORS LLC,301 SOUTH COLLEGE STREET, Charlotte, NC, Mecklenburg County WELLS FARGO ADVISORS LLC,301 SOUTH COLLEGE STREET, Charlotte, NC, Mecklenburg County MERRILL LYNCH PIERCE FENNER & SMITH INCORPORATED,101 S TRYON ST, Charlotte, NC, Mecklenburg County MERRILL LYNCH PIERCE FENNER & SMITH INCORPORATED,101 S TRYON ST, Charlotte, NC, Mecklenburg County MORGAN STANLEY SMITH BARNEY,6805 MORRISON BOULEVARD, Charlotte, NC, Mecklenburg County MORGAN STANLEY SMITH BARNEY,6805 MORRISON BOULEVARD, Charlotte, NC, Mecklenburg County MORGAN STANLEY SMITH BARNEY,6805 MORRISON BOULEVARD, Charlotte, NC, Mecklenburg County MORGAN STANLEY SMITH BARNEY,6805 MORRISON BOULEVARD, Charlotte, NC, Mecklenburg County MORGAN KEEGAN & COMPANY INC.,6805 MORRISON BLVD., Charlotte, NC, Mecklenburg County MORGAN KEEGAN & COMPANY INC.,6805 MORRISON BLVD., Charlotte, NC, Mecklenburg County THRIVENT INVESTMENT MANAGEMENT INC.,4530 PARK RD, Charlotte, NC, Mecklenburg County THRIVENT INVESTMENT MANAGEMENT INC.,4530 PARK RD, Charlotte, NC, Mecklenburg County ALLSTATE FINANCIAL SERVICES LLC,3121 SPRINGBANK LN, Charlotte, NC, Mecklenburg County CENTAURUS FINANCIAL INC.,7026 ERIN COURT, Charlotte, NC, Mecklenburg County WELLS FARGO ADVISORS LLC,6000 FAIRVIEW DR STE 800, Charlotte, NC, Mecklenburg County WELLS FARGO ADVISORS LLC,6000 FAIRVIEW DR STE 800, Charlotte, NC, Mecklenburg County WELLS FARGO ADVISORS LLC,6000 FAIRVIEW DR STE 800, Charlotte, NC, Mecklenburg County WELLS FARGO ADVISORS LLC,6000 FAIRVIEW DR STE 800, Charlotte, NC, Mecklenburg County PARK AVENUE SECURITIES LLC,4201 CONGRESS ST, Charlotte, NC, Mecklenburg County PARK AVENUE SECURITIES LLC,4201 CONGRESS ST, Charlotte, NC, Mecklenburg County PARK AVENUE SECURITIES LLC,4201 CONGRESS ST, Charlotte, NC, Mecklenburg County PARK AVENUE SECURITIES LLC,4201 CONGRESS ST, Charlotte, NC, Mecklenburg County PARK AVENUE SECURITIES LLC,4201 CONGRESS ST, Charlotte, NC, Mecklenburg County PARK AVENUE SECURITIES LLC,4201 CONGRESS ST, Charlotte, NC, Mecklenburg County MML INVESTORS SERVICES INC.,6000 FAIRVIEW RD, Charlotte, NC, Mecklenburg County WELLS FARGO ADVISORS LLC,1525 WEST WT HARRIS BOULEVARD, Charlotte, NC, Mecklenburg County WELLS FARGO ADVISORS LLC,1525 WEST WT HARRIS BOULEVARD, Charlotte, NC, Mecklenburg County WELLS FARGO ADVISORS LLC,1525 WEST WT HARRIS BOULEVARD, Charlotte, NC, Mecklenburg County WELLS FARGO ADVISORS LLC,1525 WEST WT HARRIS BOULEVARD, Charlotte, NC, Mecklenburg County OPPENHEIMER & CO. INC.,4725 PIEDMONT ROW DRIVE, Charlotte, NC, Mecklenburg County HORNOR TOWNSEND & KENT INC.,4600 PARK RD, Charlotte, NC, Mecklenburg County HORNOR TOWNSEND & KENT INC.,4600 PARK RD, Charlotte, NC, Mecklenburg County FIFTH THIRD SECURITIES INC.,20301 WEST CATAWBA AVE, Cornelius, NC, Mecklenburg County WELLS FARGO ADVISORS LLC,4525 SHARON ROAD, Charlotte, NC, Mecklenburg County WELLS FARGO ADVISORS LLC,4525 SHARON ROAD, Charlotte, NC, Mecklenburg County WELLS FARGO ADVISORS LLC,401 SOUTH TRYON STREET, Charlotte, NC, Mecklenburg County WELLS FARGO ADVISORS LLC,401 SOUTH TRYON STREET, Charlotte, NC, Mecklenburg County WELLS FARGO ADVISORS LLC,16810 KENTON DRIVE, Caldwell, NC, Mecklenburg County WELLS FARGO ADVISORS LLC,401 SOUTH TRYON STREET, Charlotte, NC, Mecklenburg County WELLS FARGO ADVISORS LLC,401 SOUTH TRYON STREET, Charlotte, NC, Mecklenburg County WELLS FARGO ADVISORS LLC,401 SOUTH TRYON STREET, Charlotte, NC, Mecklenburg County WELLS FARGO ADVISORS LLC,401 SOUTH TRYON STREET, Charlotte, NC, Mecklenburg County WELLS FARGO ADVISORS LLC,401 SOUTH TRYON STREET, Charlotte, NC, Mecklenburg County WELLS FARGO ADVISORS LLC,401 SOUTH TRYON STREET, Charlotte, NC, Mecklenburg County WELLS FARGO ADVISORS LLC,401 SOUTH TRYON STREET, Charlotte, NC, Mecklenburg County WELLS FARGO ADVISORS LLC,401 SOUTH TRYON STREET, Charlotte, NC, Mecklenburg County WELLS FARGO ADVISORS LLC,401 SOUTH TRYON STREET, Charlotte, NC, Mecklenburg County WELLS FARGO ADVISORS LLC,401 SOUTH TRYON STREET, Charlotte, NC, Mecklenburg County WELLS FARGO ADVISORS LLC,401 SOUTH TRYON STREET, Charlotte, NC, Mecklenburg County WELLS FARGO ADVISORS LLC,401 SOUTH TRYON STREET, Charlotte, NC, Mecklenburg County TOWER SQUARE SECURITIES INC.,9500 SQUIRREL HOLLOW LANE, Charlotte, NC, Mecklenburg County CAPTRUST FINANCIAL ADVISORS,4201 CONGRESS ST. STE 160, Charlotte, NC, Mecklenburg County CAPTRUST FINANCIAL ADVISORS,4201 CONGRESS ST. STE 160, Charlotte, NC, Mecklenburg County PFS INVESTMENTS INC.,8207 VILLAGE HARBOR DR, Cornelius, NC, Mecklenburg County BB&T INVESTMENT SERVICES INC.,200 SOUTH COLLEGE STREET, Charlotte, NC, Mecklenburg County BB&T INVESTMENT SERVICES INC.,200 SOUTH COLLEGE STREET, Charlotte, NC, Mecklenburg County TIAACREF INDIVIDUAL & INSTITUTIONAL SERVICES LLC,8500 ANDREW CARNEGIE BLVD., Charlotte, NC, Mecklenburg County TIAACREF INDIVIDUAL & INSTITUTIONAL SERVICES LLC,8500 ANDREW CARNEGIE BLVD., Charlotte, NC, Mecklenburg County TIAACREF INDIVIDUAL & INSTITUTIONAL SERVICES LLC,8500 ANDREW CARNEGIE BLVD., Charlotte, NC, Mecklenburg County TIAACREF INDIVIDUAL & INSTITUTIONAL SERVICES LLC,8500 ANDREW CARNEGIE BLVD., Charlotte, NC, Mecklenburg County TIAACREF INDIVIDUAL & INSTITUTIONAL SERVICES LLC,8500 ANDREW CARNEGIE BLVD., Charlotte, NC, Mecklenburg County TIAACREF INDIVIDUAL & INSTITUTIONAL SERVICES LLC,8500 ANDREW CARNEGIE BLVD., Charlotte, NC, Mecklenburg County TIAACREF INDIVIDUAL & INSTITUTIONAL SERVICES LLC,8500 ANDREW CARNEGIE BLVD., Charlotte, NC, Mecklenburg County TIAACREF INDIVIDUAL & INSTITUTIONAL SERVICES LLC,8500 ANDREW CARNEGIE BLVD., Charlotte, NC, Mecklenburg County TIAACREF INDIVIDUAL & INSTITUTIONAL SERVICES LLC,8500 ANDREW CARNEGIE BLVD., Charlotte, NC, Mecklenburg County TIAACREF INDIVIDUAL & INSTITUTIONAL SERVICES LLC,8500 ANDREW CARNEGIE BLVD., Charlotte, NC, Mecklenburg County TIAACREF INDIVIDUAL & INSTITUTIONAL SERVICES LLC,8500 ANDREW CARNEGIE BLVD., Charlotte, NC, Mecklenburg County TIAACREF INDIVIDUAL & INSTITUTIONAL SERVICES LLC,8500 ANDREW CARNEGIE BLVD., Charlotte, NC, Mecklenburg County TIAACREF INDIVIDUAL & INSTITUTIONAL SERVICES LLC,8500 ANDREW CARNEGIE BLVD., Charlotte, NC, Mecklenburg County TIAACREF INDIVIDUAL & INSTITUTIONAL SERVICES LLC,8500 ANDREW CARNEGIE BLVD., Charlotte, NC, Mecklenburg County MERRILL LYNCH PIERCE FENNER & SMITH INCORPORATED,4500 CAMERON VALLEY PARKWY, Charlotte, NC, Mecklenburg County MERRILL LYNCH PIERCE FENNER & SMITH INCORPORATED,4500 CAMERON VALLEY PARKWY, Charlotte, NC, Mecklenburg County MERRILL LYNCH PIERCE FENNER & SMITH INCORPORATED,4500 CAMERON VALLEY PARKWY, Charlotte, NC, Mecklenburg County MERRILL LYNCH PIERCE FENNER & SMITH INCORPORATED,4500 CAMERON VALLEY PARKWY, Charlotte, NC, Mecklenburg County WELLS FARGO ADVISORS LLC,6000 FAIRVIEW DR STE 800, Charlotte, NC, Mecklenburg County TIAACREF INDIVIDUAL & INSTITUTIONAL SERVICES LLC,8500 ANDREW CARNEGIE BLVD., Charlotte, NC, Mecklenburg County TIAACREF INDIVIDUAL & INSTITUTIONAL SERVICES LLC,8500 ANDREW CARNEGIE BLVD., Charlotte, NC, Mecklenburg County TIAACREF INDIVIDUAL & INSTITUTIONAL SERVICES LLC,8500 ANDREW CARNEGIE BLVD., Charlotte, NC, Mecklenburg County WELLS FARGO ADVISORS LLC,8015 WEST KENTON CIRCLE, Caldwell, NC, Mecklenburg County WELLS FARGO ADVISORS LLC,401 SOUTH TRYON STREET, Charlotte, NC, Mecklenburg County WELLS FARGO ADVISORS LLC,401 SOUTH TRYON STREET, Charlotte, NC, Mecklenburg County AXA ADVISORS LLC,19900 WEST CATAWBA AVENUE, Cornelius, NC, Mecklenburg County TIAACREF INDIVIDUAL & INSTITUTIONAL SERVICES LLC,8500 ANDREW CARNEGIE BLVD., Charlotte, NC, Mecklenburg County TIAACREF INDIVIDUAL & INSTITUTIONAL SERVICES LLC,8500 ANDREW CARNEGIE BLVD., Charlotte, NC, Mecklenburg County EDWARD JONES,121A DEPOT ST, Davidson, NC, Mecklenburg County TIAACREF INDIVIDUAL & INSTITUTIONAL SERVICES LLC,8500 ANDREW CARNEGIE BLVD., Charlotte, NC, Mecklenburg County TIAACREF INDIVIDUAL & INSTITUTIONAL SERVICES LLC,8500 ANDREW CARNEGIE BLVD., Charlotte, NC, Mecklenburg County WELLS FARGO ADVISORS LLC,445 SOUTH MAIN STREET, Davidson, NC, Mecklenburg County LPL FINANCIAL CORPORATION,164 S. MAIN STEET, Troutman, NC, Iredell County PRUCO SECURITIES LLC.,403 GILEAD ROAD, Caldwell, NC, Mecklenburg County BB&T INVESTMENT SERVICES INC.,200 SOUTH COLLEGE STREET, Charlotte, NC, Mecklenburg County BB&T INVESTMENT SERVICES INC.,200 SOUTH COLLEGE STREET, Charlotte, NC, Mecklenburg County MORGAN STANLEY SMITH BARNEY,301 SOUTH TYRON STREET SUITE 1600, Charlotte, NC, Mecklenburg County MORGAN STANLEY SMITH BARNEY,301 SOUTH TYRON STREET SUITE 1600, Charlotte, NC, Mecklenburg County AMERITAS INVESTMENT CORP.,6000 FAIRVIEW RD STE 1200, Charlotte, NC, Mecklenburg County SECURITIES AMERICA INC.,18716 W CATAWBA AVE STE 100, Cornelius, NC, Mecklenburg County TIAACREF INDIVIDUAL & INSTITUTIONAL SERVICES LLC,8500 ANDREW CARNEGIE BLVD., Charlotte, NC, Mecklenburg County TIAACREF INDIVIDUAL & INSTITUTIONAL SERVICES LLC,8500 ANDREW CARNEGIE BLVD., Charlotte, NC, Mecklenburg County LPL FINANCIAL CORPORATION,1310 SOUTH TRYON ST STE 101, Charlotte, NC, Mecklenburg County LPL FINANCIAL CORPORATION,1310 SOUTH TRYON ST STE 101, Charlotte, NC, Mecklenburg County WELLS FARGO ADVISORS LLC,1525 WEST WT HARRIS BOULEVARD, Charlotte, NC, Mecklenburg County WELLS FARGO ADVISORS LLC,1525 WEST WT HARRIS BOULEVARD, Charlotte, NC, Mecklenburg County RAYMOND JAMES FINANCIAL SERVICES INC.,18141 WEST CATAWBA AVE., Cornelius, NC, Mecklenburg County WELLS FARGO ADVISORS LLC,401 SOUTH TRYON STREET, Charlotte, NC, Mecklenburg County WELLS FARGO ADVISORS LLC,401 SOUTH TRYON STREET, Charlotte, NC, Mecklenburg County TIAACREF INDIVIDUAL & INSTITUTIONAL SERVICES LLC,8500 ANDREW CARNEGIE BLVD., Charlotte, NC, Mecklenburg County TIAACREF INDIVIDUAL & INSTITUTIONAL SERVICES LLC,8500 ANDREW CARNEGIE BLVD., Charlotte, NC, Mecklenburg County TIAACREF INDIVIDUAL & INSTITUTIONAL SERVICES LLC,8500 ANDREW CARNEGIE BLVD., Charlotte, NC, Mecklenburg County TIAACREF INDIVIDUAL & INSTITUTIONAL SERVICES LLC,8500 ANDREW CARNEGIE BLVD., Charlotte, NC, Mecklenburg County TIAACREF INDIVIDUAL & INSTITUTIONAL SERVICES LLC,8500 ANDREW CARNEGIE BLVD., Charlotte, NC, Mecklenburg County MERRILL LYNCH PIERCE FENNER & SMITH INCORPORATED,101 S. TRYON ST., Charlotte, NC, Mecklenburg County MERRILL LYNCH PIERCE FENNER & SMITH INCORPORATED,101 S. TRYON ST., Charlotte, NC, Mecklenburg County H.D. VEST INVESTMENT SERVICES,10700 SIKES PLACE, Charlotte, NC, Mecklenburg County WELLS FARGO ADVISORS FINANCIAL NETWORK LLC,7301 CARMEL EXECUTIVE PARK DRIVE, Charlotte, NC, Mecklenburg County TIAACREF INDIVIDUAL & INSTITUTIONAL SERVICES LLC,8500 ANDREW CARNEGIE BLVD., Charlotte, NC, Mecklenburg County TIAACREF INDIVIDUAL & INSTITUTIONAL SERVICES LLC,8500 ANDREW CARNEGIE BLVD., Charlotte, NC, Mecklenburg County MORGAN STANLEY SMITH BARNEY,6805 MORRISON BOULEVARD, Charlotte, NC, Mecklenburg County MORGAN STANLEY SMITH BARNEY,6805 MORRISON BOULEVARD, Charlotte, NC, Mecklenburg County EDWARD JONES,158 BUFFALO SHOALS RD, Boger City, NC, Lincoln County MORGAN STANLEY SMITH BARNEY,6101 CARNEGIE BLVD 2ND FL, Charlotte, NC, Mecklenburg County MORGAN STANLEY SMITH BARNEY,6101 CARNEGIE BLVD 2ND FL, Charlotte, NC, Mecklenburg County WELLS FARGO ADVISORS LLC,4525 SHARON ROAD, Charlotte, NC, Mecklenburg County WELLS FARGO ADVISORS LLC,4525 SHARON ROAD, Charlotte, NC, Mecklenburg County WELLS FARGO ADVISORS LLC,401 SOUTH TRYON STREET, Charlotte, NC, Mecklenburg County WELLS FARGO ADVISORS LLC,401 SOUTH TRYON STREET, Charlotte, NC, Mecklenburg County MERRILL LYNCH PIERCE FENNER & SMITH INCORPORATED,4500 CAMERON VALLEY PARKWY, Charlotte, NC, Mecklenburg County MERRILL LYNCH PIERCE FENNER & SMITH INCORPORATED,4500 CAMERON VALLEY PARKWY, Charlotte, NC, Mecklenburg County UBS FINANCIAL SERVICES INC.,THE OFFICE ON THE PARK, Charlotte, NC, Mecklenburg County UBS FINANCIAL SERVICES INC.,THE OFFICE ON THE PARK, Charlotte, NC, Mecklenburg County WELLS FARGO ADVISORS LLC,200 SOUTH SHARON AMITY ROAD, Charlotte, NC, Mecklenburg County WELLS FARGO ADVISORS LLC,200 SOUTH SHARON AMITY ROAD, Charlotte, NC, Mecklenburg County MORGAN KEEGAN & COMPANY INC.,6805 MORRISON BLVD., Charlotte, NC, Mecklenburg County MORGAN KEEGAN & COMPANY INC.,6805 MORRISON BLVD., Charlotte, NC, Mecklenburg County FIRST ALLIED SECURITIES INC.,183 CRYSTAL CIRCLE, Mooresville, NC, Iredell County TIAACREF INDIVIDUAL & INSTITUTIONAL SERVICES LLC,8500 ANDREW CARNEGIE BLVD., Charlotte, NC, Mecklenburg County WELLS FARGO ADVISORS LLC,401 SOUTH TRYON STREET, Charlotte, NC, Mecklenburg County WELLS FARGO ADVISORS LLC,401 SOUTH TRYON STREET, Charlotte, NC, Mecklenburg County CHARLES SCHWAB & CO. INC.,1901 ROXBOROUGH RD, Charlotte, NC, Mecklenburg County CHARLES SCHWAB & CO. INC.,1901 ROXBOROUGH RD, Charlotte, NC, Mecklenburg County TIAACREF INDIVIDUAL & INSTITUTIONAL SERVICES LLC,8500 ANDREW CARNEGIE BLVD., Charlotte, NC, Mecklenburg County MERRILL LYNCH PIERCE FENNER & SMITH INCORPORATED,4500 CAMERON VALLEY PARKWY, Charlotte, NC, Mecklenburg County MERRILL LYNCH PIERCE FENNER & SMITH INCORPORATED,4500 CAMERON VALLEY PARKWY, Charlotte, NC, Mecklenburg County Moretz Wealth Management, LLC,181 North Main Street, Mooresville, NC, Iredell County Moretz Wealth Management, LLC,181 North Main Street, Mooresville, NC, Iredell County BMH Investment Group,PO Box 940, Cornelius, NC, Mecklenburg County Diversified Investors Securities,Charlotte, Charlotte, NC, Mecklenburg County Diversified Investors Securities,Charlotte, Charlotte, NC, Mecklenburg County Parker Financial Group,10590 Independence Pointe Pkwy, Matthews, NC, Mecklenburg County Parker Financial Group,10590 Independence Pointe Pkwy, Matthews, NC, Mecklenburg County PMB Financial,10590 independence pointe parkway, Charlotte, NC, Mecklenburg County PMB Financial,10590 independence pointe parkway, Charlotte, NC, Mecklenburg County Edelman Financial Engines, LLC,10130 Perimeter Parkway, Charlotte, NC, Mecklenburg County Edelman Financial Engines, LLC,10130 Perimeter Parkway, Charlotte, NC, Mecklenburg County BB&T Scott & Stringfellow,6805 Morrison Blvd, Charlotte, NC, Mecklenburg County BB&T Scott & Stringfellow,6805 Morrison Blvd, Charlotte, NC, Mecklenburg County Edelman Financial Engines, LLC,717 Green Valey Rd., Greensboro, NC, Guilford County Lpl,12610 N Community House Rd, Charlotte, NC, Mecklenburg County Lpl,12610 N Community House Rd, Charlotte, NC, Mecklenburg County Aventus Investment Advisors,19810 W Catawba Ave, Suite G, Cornelius, NC, Mecklenburg County Aventus Investment Advisors,19810 W Catawba Ave, Suite G, Cornelius, NC, Mecklenburg County JHG Financial,1370 Briar Creek Rd, Charlotte, NC, Mecklenburg County JHG Financial,1370 Briar Creek Rd, Charlotte, NC, Mecklenburg County Western and Southern Life, Concord, NC, Cabarrus County Western and Southern Life, Concord, NC, Cabarrus County Inspire Financial Planning, LLC,1213 Culbreth Drive, Wilmington, NC, New Hanover County Prudential Financial, Charlotte, NC, Mecklenburg County Blackbridge Financial,*, Harrisburg, NC, Cabarrus County Edward Jones, Charlotte, NC, Mecklenburg County Wells Fargo,301 S. College St., Charlotte, NC, Mecklenburg County Wells Fargo,301 S. College St., Charlotte, NC, Mecklenburg County ACM Wealth Management,212 S. Tryon Street, Charlotte, NC, Mecklenburg County ACM Wealth Management,212 S. Tryon Street, Charlotte, NC, Mecklenburg County Buoyant Financial,14311 Reese Blvd, Suite A2 #341, Huntersville, NC, Mecklenburg County Buoyant Financial,14311 Reese Blvd, Suite A2 #341, Huntersville, NC, Mecklenburg County Advanced Wealth Strategies,19520 West Catawba Ave., Suite 313, Cornelius, NC, Mecklenburg County Advanced Wealth Strategies,19520 West Catawba Ave., Suite 313, Cornelius, NC, Mecklenburg County JW Cole Financial,5970 Fairview Road, Charlotte, NC, Mecklenburg County JW Cole Financial,5970 Fairview Road, Charlotte, NC, Mecklenburg County Blue Financial, Inc.,5970 Fairview Road Suite 400, Charlotte, NC, Mecklenburg County Blue Financial, Inc.,5970 Fairview Road Suite 400, Charlotte, NC, Mecklenburg County LPL Financial,1235 Matthews Ct, Matthews, NC, Mecklenburg County LPL Financial,1235 Matthews Ct, Matthews, NC, Mecklenburg County Calamita Wealth Management, Charlotte, NC, Mecklenburg County Calamita Wealth Management, Charlotte, NC, Mecklenburg County Magnolia Capital Partners, Charlotte, NC, Mecklenburg County Magnolia Capital Partners, Charlotte, NC, Mecklenburg County Brecken Capital Advisors, LLC,657 Santolina Ct, Weddington NC, Weddington, NC, Union County Carolinas Investment Consulting Firm LLC, Charlotte, NC, Mecklenburg County Creative Planning,13850 Ballantyne Corporate Pl. #25, Charlotte, NC, Mecklenburg County Creative Planning,---, Climax, NC, Guilford County Creative Planning,13850 Ballantyne Corporate Pl. #25, Charlotte, NC, Mecklenburg County Novare Capital Management,521 East Morehead Street Suite 510, Charlotte, NC, Mecklenburg County Dolan Capital Advisors Inc., Charlotte, NC, Mecklenburg County Dolan Capital Advisors Inc., Charlotte, NC, Mecklenburg County Financial Resources Group (LPL), Fort Mill, SC, York County Financial Resources Group (LPL), Fort Mill, SC, York County GATEHILL FINANCIAL CONSULTING, LLC,*, Charlotte, NC, Mecklenburg County GATEHILL FINANCIAL CONSULTING, LLC,*, Charlotte, NC, Mecklenburg County Abundant Advisors,Available by Appointment, Huntersville, NC, Mecklenburg County Armstrong Wealth Management Group,Armstrong Wealth Management Group, Mount Holly, NC, Gaston County Carroll Financial, Rock Hill, SC, York County Blackbridge Financial,4777 Sharon Road, Charlotte, NC, Mecklenburg County US Financial Services,19109 W. Catawba Avenue, Cornelius, NC, Mecklenburg County Blackbridge Financial,15515 York Rd., Charlotte, NC, Mecklenburg County Blackbridge Financial,15515 York Rd., Charlotte, NC, Mecklenburg County APR Financial Group LLC/Brookstone Capital Managment, Charlotte, NC, Mecklenburg County APR Financial Group LLC/Brookstone Capital Managment, Charlotte, NC, Mecklenburg County Blue Ridge Financial Planning,111 Clebourne St, Fort Mill, SC, York County Totem Wealth Management, Charlotte, NC, Mecklenburg County Thompson Wealth Advisors, Davidson, NC, Mecklenburg County Thompson Wealth Advisors, Davidson, NC, Mecklenburg County LPL Financial, Hickory, NC, Catawba County LPL Financial, Hickory, NC, Catawba County Fairview Strategic Partners˙, Charlotte, NC, Mecklenburg County Fairview Strategic Partners˙, Charlotte, NC, Mecklenburg County TruVista Advisors, Fort Mill, SC, Lancaster County TruVista Advisors, Fort Mill, SC, Lancaster County Solaris Strategic Wealth, Charlotte, NC, Mecklenburg County E.K. Riley Investments, LLC,11118 Travis Gulch Dr, Charlotte, NC, Mecklenburg County E.K. Riley Investments, LLC,11118 Travis Gulch Dr, Charlotte, NC, Mecklenburg County Optimal Wealth,534 Buck Collins Rd, Forest City, NC, Rutherford County Piedmont Capital Advisors,701 Green Valley Rd Suite 100 #210, Greensboro, NC, Guilford County Edelman Financial Engines, LLC,13860 Ballantyne Corporate Place, Charlotte, NC, Mecklenburg County Edelman Financial Engines, LLC,13860 Ballantyne Corporate Place, Charlotte, NC, Mecklenburg County Carnegie Private Wealth,6101 Carnegie Blvd, Suite 520, Charlotte, NC, Mecklenburg County Carnegie Private Wealth,6101 Carnegie Blvd, Suite 520, Charlotte, NC, Mecklenburg County Altrius Capital Management, Inc.,1323 Commerce Drive, New Bern, NC, Craven County ACM Wealth Management,1927 S. Tryon Street, Charlotte, NC, Mecklenburg County ACM Wealth Management,1927 S. Tryon Street, Charlotte, NC, Mecklenburg County Wells Fargo Advisors,301 S. College St., Charlotte, NC, Mecklenburg County Monarch Financial Planning Partners,240 Leigh Farm Rd, Durham, NC, Durham County Parker Financial Group,10590 Independence Pointe Pkwy, Matthews, NC, Mecklenburg County Poterack Capital Advisory,Servicing Nationwide, Cashiers, NC, Jackson County Carson Wealth,14600 Branch Street, Omaha, NE, Douglas County | ||||||||||||
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