Financial advisers in Chapel Hill, North Carolina
12 profiles with reported offices in Chapel Hill, North Carolina. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
Richard BalamuckiInvestment adviser representativeCranbrook Wealth ManagementCRD 847418
Wheeler ChapmanInvestment adviser representativeChapman Financial GroupCRD 1576966
Iwona CholewaInvestment adviser representativePowerHouse AssetsCRD 4014938
Deborah FrazierChief Compliance OfficerFrazier Financial ConsultantsCRD 4411668
Ryan GloverPrincipal & Chief Compliance OfficerTarheel AdvisorsCRD 4505233
Walter HinsonPrincipalTarheel AdvisorsCRD 4513129- Eric SobocinskiManager, Chief Compliance Officer, MemberAmphora Wealth ManagementCRD 4619747
- Robert LincolnInvestment adviser representativeBTS Asset ManagementCRD 4805064
Richard FrazierManaging Member / OwnerFrazier Financial ConsultantsCRD 5392241- Michael TroyInvestment adviser representativeRed Reef AdvisorsCRD 5480064
- AmyJo McElfreshInvestment adviser representativeAmphora Wealth ManagementCRD 6886322
Anessa CustovicInvestment Advisor Representative/Chief Investment OfficerCardinal Retirement PlanningCRD 7283489
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.