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Your service helped us connect with Brian who had clients similar to our situation.
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WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Greensboro, North Carolina. 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.
| Qualified Financial Advisors in Greensboro, North Carolina | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| Kelli Smith CERTIFIED FINANCIAL PLANNER, CFP®, CRPC® Edelman Financial Engines, LLC |
717 Green Valey Rd., Greensboro, NC 27408 |
919-747-6052 |
| John McAulay CFP®, CLTC® McAulay Financial at LPL |
126 W. Chatham Street, Cary, NC 27511 |
919-244-1416 |
| Kelli Smith CFP®, CRPC®, CMFC® Edelman Financial Engines, LLC |
8450 Falls of Neuse Rd., Raleigh, NC 27615 |
919-747-6052 |
Qualifications
CRD# 6519874
FirmCRD# 104510
Series 65
Compensation/Fee
Fee-Based
Office Location
717 Green Valey Rd.,
Suite 200,
Greensboro,
NC 27408
Phone Number
919-747-6052
I partner with my clients to help them envision their future and build a plan around what's most important to them. When I'm not working, I spend time with my family, staying active and exploring the state of North Carolina.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
Qualifications
CRD# 4439033
FirmCRD# 6413
Series 7, 24, 31, 66
Compensation/Fee
Fee-Based
Office Location
126 W. Chatham Street,
Cary,
NC 27511
Phone Number
919-244-1416
Began career in financial services by joining Legg Mason Wood Walker as a Financial Advisor in 2001, and transitioned to Smith Barney via a company acquisition in 2006. Have been a CERTIFIED FINANCIAL PLANNER" professional since 2006, and received a certificate in Financial Planning from Duke University. Born and raised in Long Island, NY by parents who emigrated from Scotland in the 1950s, John moved to North Carolina to attain his undergraduate degree from East Carolina University. He currently resides in Morrisville, NC with his wife, Leslie. Have two children: son Jack is a 2nd Lt. in the US Army, and daughter Lindsay is in nursing school.
LPL Financial is he largest independent broker dealer with more than 18,000 advisors nationwide. We are publicly traded under the symbol LPLA.
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management
Qualifications
CRD# 6519874
FirmCRD# 6519874
Series 65
Compensation/Fee
Fee-Based
Office Location
8450 Falls of Neuse Rd.,
Suite 206,
Raleigh,
NC 27615
Phone Number
919-747-6052
I partner with my clients to help them envision their future and build a plan around what's most important to them. When I'm not working, I spend time with my family, staying active and exploring the state of North Carolina.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
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