Financial advisers in Huntersville, North Carolina
10 profiles with reported offices in Huntersville, North Carolina. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
- John BalcerzakManaging MemberA4 Wealth AdvisorsCRD 2902873
- Jeremy FritzChief Executive Officer / Managing MemberAlight Financial AdvisorsCRD 3261871
- Daniel FinnertyChief Operating Officer and Chief Financial OfficerKingsbury Capital Investment AdvisorsCRD 5602437
Timothy DaleyChief Operations OfficerLifestyle Freedom Advisory GroupCRD 6057426
Micheal FosterInvestment adviser representativeA4 Wealth AdvisorsCRD 6875490
Cory EspositoInvestment adviser representativeA4 Wealth AdvisorsCRD 6978024- Kevin DaleyInvestment adviser representativeLifestyle Freedom Advisory GroupCRD 7154371
Zachary SpainhourInvestment adviser representativeA4 Wealth AdvisorsCRD 7230414
Shauntae FunkhouserInvestment adviser representativeA4 Wealth AdvisorsCRD 7519728
Heather FowlerChief Compliance Officer/ Investment Advisor RepresentativeA4 Wealth AdvisorsCRD 7897983
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.