Financial advisers in Wilmington, North Carolina
24 profiles with reported offices in Wilmington, North Carolina. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
Martin BriesachManaging Member, Chief Compliance OfficerNICH Capital PartnersCRD 1697980- David HallingInvestment adviser representativeNICH Capital PartnersCRD 1839576
- Theodore ArnheiterInvestment adviser representativeOld North State Wealth ManagementCRD 1912683
Paul KnottManaging MemberOld North State Wealth ManagementCRD 2958392
John GlasgowInvestment adviser representativeGlasgow & AssociatesCRD 4066459
Ashley DoyleManaging MemberLumina Wealth ManagementCRD 4191484
Nicholas MurphyPresidentCounterweight VenturesCRD 4557550
Allen BurtonFounder and CIOGlasgow & AssociatesCRD 4639107
Meredith KoenigChief Compliance Officer; Managing MemberLumina Wealth ManagementCRD 5346851- Ricky GravesInvestment adviser representativeAscendor WealthCRD 5395117
Danielle AnnechiaricoChief Compliance OfficerOld North State Wealth ManagementCRD 5582433
Keith CarterInvestment adviser representativeAscendor WealthCRD 5887012- Charles GoingsInvestment adviser representativeAscendor WealthCRD 5931241
Charles BucklandInvestment adviser representativeOld North State Wealth ManagementCRD 6313926
Austin GriffieInvestment adviser representativeZermatt Wealth PartnersCRD 7020479- Trinity PankoInvestment adviser representativeInvestors MosaicCRD 7142769
Bryce EdmisterSecretaryGlasgow & AssociatesCRD 7200853
William HedrickInvestment adviser representativeOld North State Wealth ManagementCRD 7255435
Steven SwierkowskiInvestment adviser representativeCounterweight VenturesCRD 7307193- Janet MatheronInvestment adviser representativeGlasgow & AssociatesCRD 7530487
Cort RogersInvestment adviser representativeGlasgow & AssociatesCRD 7745825
Logan RuthlingInvestment adviser representativeGlasgow & AssociatesCRD 7867632- Joshua KleinstuberInvestment adviser representativeLumina Wealth ManagementCRD 8189911
Jared GravesInvestment adviser representativeAscendor WealthCRD 8194931
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.