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FIND YOUR KIND OF ADVISOR

Financial advisors
in Charlotte, NC.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

591 financial advisors91 advisory firms1 city

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

591 financial advisorsCompare public facts. Verify experience directly.
591 financial advisors91 advisory firms1 city

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

Aadarsh B. JagadishCRD 4270136

Investment adviser representative

Current firm: INDEPENDENT ADVISOR ALLIANCE, LLC

Advisory firm office: Charlotte, NC
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
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Aaron A. BermanCRD 3086639

Investment adviser representative

Current firm: IP FINANCIAL ADVISORY SERVICES LLC

Advisory firm office: Charlotte, NC
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
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Adam A. BurkeCRD 7985467

Investment adviser representative

Current firm: INDEPENDENT ADVISOR ALLIANCE, LLC

Advisory firm office: Charlotte, NC
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
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Adam R. BottCRD 6010725

Investment adviser representative

Current firm: INDEPENDENT ADVISOR ALLIANCE, LLC

Advisory firm office: Charlotte, NC
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
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Adam R. MattsonCRD 5885144

Investment adviser representative

Current firm: HORIZON INVESTMENTS LLC

Advisory firm office: Charlotte, NC
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
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Alan B. HadfieldCRD 4029918

Investment adviser representative

Current firm: ALLSPRING FUNDS MANAGEMENT, LLC

Advisory firm office: Charlotte, NC
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
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Alberto EsparzaCRD 4107024

Investment adviser representative

Current firm: IP FINANCIAL ADVISORY SERVICES LLC

Advisory firm office: Charlotte, NC
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
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Alejandro J. OchoaCRD 4680212

Investment adviser representative

Current firm: INDEPENDENT ADVISOR ALLIANCE, LLC

Advisory firm office: Charlotte, NC
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
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Alexander D. LewisCRD 6695629

Investment adviser representative

Current firm: INDEPENDENT ADVISOR ALLIANCE, LLC

Advisory firm office: Charlotte, NC
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
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Alexander J. HillCRD 5961588

Chartered Financial Analyst

Current firm: INDEXPERTS, LLC

Advisory firm office: Charlotte, NC
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
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Alexander N. CautelaCRD 7645425

Investment adviser representative

Current firm: ALLSPRING FUNDS MANAGEMENT, LLC

Advisory firm office: Charlotte, NC
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
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Alexander SchutzCRD 7224293

Chartered Financial Consultant

Current firm: WMS ADVISORS, LLC

Advisory firm office: Charlotte, NC
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
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Alisha L. BaileyCRD 5022704

Investment adviser representative

Current firm: INDEPENDENT ADVISOR ALLIANCE, LLC

Advisory firm office: Charlotte, NC
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
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Alisha WatersCRD 6746267

Investment adviser representative

Current firm: ALIGHT FINANCIAL ADVISORS, LLC

Advisory firm office: Charlotte, NC
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
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Alket KociajCRD 8056825

Investment adviser representative

Current firm: HORIZON INVESTMENTS LLC

Advisory firm office: Charlotte, NC
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
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Allison C. HallCRD 5698451

Certified Financial Planner

Current firm: ALIGHT FINANCIAL ADVISORS, LLC

Advisory firm office: Charlotte, NC
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
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Alvin D. RileyCRD 6033093

Certified Financial Planner

Current firm: INDEPENDENT ADVISOR ALLIANCE, LLC

Advisory firm office: Charlotte, NC
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
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Amgad M. YassaCRD 6200509

Investment adviser representative

Current firm: ALIGHT FINANCIAL ADVISORS, LLC

Advisory firm office: Charlotte, NC
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
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Amy M. WitteCRD 3249970

Investment adviser representative

Current firm: ALLSPRING FUNDS MANAGEMENT, LLC

Advisory firm office: Charlotte, NC
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
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Ana Claire PiacentiniCRD 7792643

Investment adviser representative

Current firm: ALLSPRING FUNDS MANAGEMENT, LLC

Advisory firm office: Charlotte, NC
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
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Understand financial advisor fees

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Check financial advisor credentials

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