Financial advisers in Cary, North Carolina
18 profiles with reported offices in Cary, North Carolina. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
- Peter PlattPresident & Chief Compliance OfficerPlatt Investment CounselCRD 2275710
Stephen SimpsonManaging PartnerVeratis AdvisorsCRD 3110508- Carman HicksChief Executive Officer & Chief Compliance Officer & MemberHicks & Associates Wealth ManagementCRD 3156997
- Jakub KreuterManaging PartnerIndependent Wealth AdvisorsCRD 3250250
- Thomas GeraghtyInvestment adviser representativeDutch AssetCRD 4348159
Paul RichardsInvestment adviser representativeHicks & Associates Wealth ManagementCRD 4552309- Paul DelaneyInvestment adviser representativeCapital Endurance GroupCRD 4554283
- David HellingerManaging Partner and Chief Compliance OfficerIndependent Wealth AdvisorsCRD 4677013
David SchawelChief Investment OfficerFamily ManageCRD 4927312
Geoffrey SirhalOwner and Chief Compliance OfficerCharMarLine Wealth ManagementCRD 5123832
Jason CarterWealth Advisor/Partner and Chief Compliance OfficerVeratis AdvisorsCRD 5619691- Joshua StubboloManaging MemberFamily Legacy Financial SolutionsCRD 6066642
- Cristy HeadInvestment adviser representativeIndependent Wealth AdvisorsCRD 6589756
- Todd IglehartManaging Member and Chief Compliance OfficerFamily Legacy Financial SolutionsCRD 6645163
- Ethan CarrInvestment adviser representativeIndependent Wealth AdvisorsCRD 7002438
- Zackary BudzikInvestment adviser representativeFamily Legacy Financial SolutionsCRD 7884725
- Avery KnowlesInvestment adviser representativeFamily Legacy Financial SolutionsCRD 8236174
- Edward StentInvestment adviser representativeFamily Legacy Financial SolutionsCRD 8356074
Locations reflect the office in each adviser’s sourced profile, rather than their firm’s headquarters or the states where they hold registrations. Profiles without a reported office remain in the main directory. Source dates and links appear on each profile. How this directory is compiled.