Financial advisers in Cornelius, North Carolina
11 profiles with reported offices in Cornelius, North Carolina. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
- Robert PittPresident and Financial PlannerMauney-Pitt Financial ManagementCRD 1155978
- David PowellPresident / Chief Compliance OfficerPowell FinancialCRD 2510305
- Jason ListInvestment adviser representativeAventus Investment AdvisorsCRD 5209188
- Shawn LeeManaging Member/CCOIntegrative PlanningCRD 5892651
Roberta TondoInvestment adviser representativeWhite Lighthouse Investment ManagementCRD 5966698- Andrew GibsonInvestment adviser representativeIntegrative PlanningCRD 6254253
- Daniel TobiasFounder, Managing Member and Chief Compliance OfficerPassport Wealth ManagementCRD 6365351
- Nicholas LavellaInvestment adviser representativeIntegrative PlanningCRD 6661996
Christopher LeeInvestment adviser representativePassport Wealth ManagementCRD 7143944- Charles PowellInvestment adviser representativePowell FinancialCRD 7515796
- William AverkampInvestment adviser representativeAltitude Capital ManagementCRD 8264475
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.