WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Alabama. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
| Financial Advisors in Cary, North Carolina | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| Coach Pete D'Arruda, RICP®, MRFC, RFC® Capital Financial Advisory Group, LLC |
1500 Town Side Drive, Suite 200, Apex, NC 27502 |
(919) 657-4201 |
| Kenneth Nelson Nelson Wealth Advisors |
10604 Bent Twig Drive, Raleigh, NC 27613 |
(919) 796-9907 |
Qualifications
CRD# 2756672
FirmCRD# 144374
Series 65
Compensation/Fee
I am a Fee-Based financial professional, Based on Assets, Commissions, Flat Fee, Hourly
Office Location
1500 Town Side Drive, Suite 200,
Call : (919) 657-4201,
Apex,
NC 27502
Phone Number
(919) 6574201
He has authored 6 books and co-authored 2. Two of his books have reached the best-sellers list on Amazon. The most noteworthy book, Successonomics, is one that Coach Pete co-authored with Steve Forbes. But, by far, his favorite book just happens to be his most recent, 7 Baby Steps to a ridiculously Reliable Retirement Income. His newest book, AMERICA ASKS COACH is a great read as well. He has just been named to the prestigious Forbes Leadership Council and will be submitting at least 6 articles a year to Forbes. He is a graduate of The University of North Carolina. He is a proud father of daughter, Caroline, age 12 with his wife, Kim. A+ rating with the BBB (Better Business Bureau).
Known as "Coach Pete" to his listeners and clients, Coach Pete and his firm are a committed group of professional fiduciaries dedicated to providing superior investment advice to their high net worth clients. A fiduciary is any person or institution that has the power to act on behalf of another in situations that require great trust, honesty, and loyalty. His radio show, "The Financial Safari" first aired in 2005 and can be heard weekly on more than 50 stations nationwide. Also known as the King of Income Planning, Coach Pete's approach to systematic, lifetime income planning is followed by many who wish to reduce retirement worries. The firm provides personalized investment and income strategies as well as tax and estate evaluation for all sizes of portfolios and estates. Call today and see if this is the family atmosphere you've always wanted.
Qualifications
CRD# 1780923
FirmCRD# 30613
Series 7, 9, 10, 24, 63, 65
Compensation/Fee
I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee, Hourly, Subscriptions
Office Location
10604 Bent Twig Drive,
Raleigh,
NC 27613
Phone Number
(919) 7969907
Ken Nelson started in the investment industry in Manhattan immediately after the crash of 1987. He earned an Engineering degree from Tufts University and has very strong quantitative skills as evidenced by his perfect Math SAT score, and State Chess Championship. He became a branch manager of a major brokerage firm at age 26, one of the youngest in his firms history. Ken has provided economic commentary on TV and radio since 1990. He can be heard in the Triangle on 680AM. Ken earned his MBA (3.9 GPA) from Duke University in 2001. At graduation, Ken was asked by his Professors to return and guest lecture. Ken has guest lectured at Duke in the MBA program and Olli Program. This Spring, Ken taught a class on "The History of Money and Financial Markets". He is in the process of turning his course into a book. Ken has utilized Duke, UNC,and NC State Phd candidates, Masters candidates and undergraduates as interns since 1991. They help Ken with his academic research in the financial markets. Ken and his fiance have 10 children and 4 grandchildren. Ken has coached boys and girls soccer at the recreational, Challenge and Classic level periodically since 1992 (mostly with CASL). Ken loves soccer, chess, skiing, history, and investments. While Ken has 30+ years in the industry, he hopes to work 30 more. His investment practice is a family affair. His fiance' and son also work in the investment practice.
We are a committed group of professionals dedicated to providing superior investment advice to our corporate and high net worth clients. We average over 27 years of experience in the financial industry. We strive to provide the best, most professional and personalized service possible. We act honestly, with pride and integrity, and always in the best interest of our clients. We earn our clients trust and respect. We believe our knowledge, combined with the exceptional service we provide, ensure our clients are proud to recommend us to their family members, colleagues and friends.
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