Financial advisers in Winston Salem, North Carolina
33 profiles with reported offices in Winston Salem, North Carolina. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
- Harry ShertzerChief Compliance Officer; Minority Owner/Portfolio ManagerWesthampton CapitalCRD 1251803
- David LelandMinority Owner/Portfolio ManagerWesthampton CapitalCRD 1922266
James HolmesInvestment adviser representativeThree Magnolias Financial AdvisorsCRD 2174697- Paul FultonMinority Owner/Investment Adviser RepresentativeWesthampton CapitalCRD 2216544
- Michael SellersInvestment adviser representativeSemmax Financial AdvisorsCRD 2456744
Wesley ReedChief Compliance OfficerThree Magnolias Financial AdvisorsCRD 2873119
Janice FrenchVice President and CCOTimonier Family OfficeCRD 4360906- Robert TaylorInvestment adviser representativeGlobal View Capital ManagementCRD 4447223
- Brett NelsonPresident & CEOKensington Financial GroupCRD 4681786
Jennifer JohnsonMemberThree Magnolias Financial AdvisorsCRD 4707808
John TynerPresidentSemmax Financial AdvisorsCRD 5406254
Eric MattinsonManager/Chief Compliance OfficerTwin City Private WealthCRD 5418710- Jonathan ShortChief Compliance OfficerSemmax Financial AdvisorsCRD 5558074
David KlepeiszChief Executive Officer / Chief Compliance OfficerWealth Management GroupCRD 5609018
Samuel SootsInvestment adviser representativeTimonier Family OfficeCRD 5673982- Daniel JohnsonChief Compliance OfficerComprehensive Planning AssociatesCRD 5898101
Travis LethcoMemberTwin City Private WealthCRD 6023960- Nicholas BakerPresidentTimonier Family OfficeCRD 6222468
- Kyle LeonardInvestment adviser representativeSemmax Financial AdvisorsCRD 6312308
Joseph BerryMemberTwin City Private WealthCRD 6399500- Nicholas YeakleInvestment adviser representativeTimonier Family OfficeCRD 6455373
Nathan SnowInvestment adviser representativeWealth Management GroupCRD 6513402- Matthew LandonInvestment adviser representativeSemmax Financial AdvisorsCRD 6844151
Jacob YoccoInvestment adviser representativeCardinal Retirement PlanningCRD 6949226- Christopher HaggersonChief Compliance OfficerKensington Financial GroupCRD 6950525
- Jordan ShinskyInvestment adviser representativeSemmax Financial AdvisorsCRD 6983240
- Lawrence VanlandinghamInvestment adviser representativeSemmax Financial AdvisorsCRD 7238742
- Stanley HayesInvestment adviser representativeGlobal View Capital ManagementCRD 7254667
- Weston BryanInvestment adviser representativeWealth Management GroupCRD 7856443
- Jeffrey LukawskiInvestment adviser representativeGlobal View Capital ManagementCRD 7992938
Jason LincolnInvestment adviser representativeTwin City Private WealthCRD 8031596- Austin ChildressInvestment adviser representativeThree Magnolias Financial AdvisorsCRD 8115561
- Jayson SnipesInvestment adviser representativeHanover Square Wealth AdvisorsCRD 8224998
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.