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Financial advisory firms
in Greensboro, NC.

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

12 financial advisors18 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.

18 advisory firmsCompare public facts. Verify experience directly.
12 financial advisors18 advisory firms1 city

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

1808 CAPITAL PARTNERSCRD 332702

Advisory firm

Filed advisory firm office: Greensboro, NC

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsCorporations or other businessesHigh net worth individuals
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BELL PARTNERSCRD 329611

Advisory firm

Filed advisory firm office: Greensboro, NC

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BLUEPRINT FUND MANAGEMENTCRD 306419

Advisory firm

Filed advisory firm office: Greensboro, NC

Filed firm type: Registered

Investment companiesPortfolio management for investment companies (including mutual funds) and/or business development companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BLUEPRINT INVESTMENT PARTNERS LLCCRD 170196

Advisory firm

Filed advisory firm office: Greensboro, NC

Filed firm type: Registered

Investment companiesOther investment advisersPortfolio management for businesses or institutional clients (other than 3 and 4)Portfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CAPITAL MANAGEMENT LLCCRD 109416

Advisory firm

Filed advisory firm office: Greensboro, NC

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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CAROLINA FINANCIAL ADVISORS, INC.CRD 118823

Advisory firm

Filed advisory firm office: Greensboro, NC

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Educational seminars/workshops
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CASCADES CAPITAL ASSET MANAGEMENT, LLCCRD 167102

Advisory firm

Filed advisory firm office: Greensboro, NC

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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FUND DIRECT ADVISORS INC.CRD 155363

Advisory firm

Filed advisory firm office: Greensboro, NC

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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GRANVILLE CAPITAL, INC.CRD 126679

Advisory firm

Filed advisory firm office: Greensboro, NC

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsPooled investment vehicles (other than ICs)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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HOLDERNESS INVESTMENTS COCRD 106530

Advisory firm

Filed advisory firm office: Greensboro, NC

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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INTERCAROLINA FINANCIAL SERVICES, INC.CRD 19475

Advisory firm

Filed advisory firm office: Greensboro, NC

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Portfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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LEVEL WEALTH MANAGEMENT LLCCRD 301381

Advisory firm

Filed advisory firm office: Greensboro, NC

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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SMITH PARTNERS WEALTH MANAGEMENT, LLCCRD 112231

Advisory firm

Filed advisory firm office: Greensboro, NC

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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SMITH SALLEY WEALTH MANAGEMENTCRD 129614

Advisory firm

Filed advisory firm office: Greensboro, NC

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsCorporations or other businessesHigh net worth individuals
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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SPARTAN PLANNING GROUPCRD 166599

Advisory firm

Filed advisory firm office: Greensboro, NC

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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STRATEGIC ADVISORY PARTNERSCRD 314842

Advisory firm

Filed advisory firm office: Greensboro, NC

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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VN CAPITAL MANAGEMENT, LLCCRD 166761

Advisory firm

Filed advisory firm office: Greensboro, NC

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Public source record; verify directly
ZURAW FINANCIAL ADVISORS, LLCCRD 173129

Advisory firm

Filed advisory firm office: Greensboro, NC

Filed firm type: Registered

Banking or thrift institutionsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
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Understand financial advisor fees

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Questions for your first advisor meeting

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Check financial advisor credentials

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