Harrisburg, NC
wiseradvisor

Compare 3 financial advisors near you matched to your specific needs
Personalized Advice For Portfolio Size of 100k And Above
  1. Tell Us Your Financial Goals
  2. Compare Advisors
  3. Select the Advisor That is Right For You

  Your Information is Safe and Secure

Find Top Financial Advisors in Harrisburg, North Carolina

There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Harrisburg, North Carolina

Last Updated - May 11, 2024

Harrisburg has 2 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Harrisburg, North Carolina have an average of 17 years of experience.

NOTE: The list of vetted financial advisors in Harrisburg, North Carolina mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Harrisburg, North Carolina.

Qualified Financial Advisors in Harrisburg, North Carolina

Financial Advisor Experience AUM Minimum Assets Fee Structure
Granville Washington
MERRILL LYNCH
620 South Tryon Street,
Charlotte, NC 28213
11 Years $3,000,000 $500,000 Fee-Based
Tony Montanari
CIMA®
ACM WEALTH MANAGEMENT
1927 S. Tryon Street,
Suite 205,
Charlotte, NC 28203
24 Years $120,000,000 $500,000 Fee-Based

Are you a Financial Advisor in Harrisburg?

Active investors submitted requests in your area. Do you qualify to be in our network and get matched?


Information on Qualified Financial Advisors in Harrisburg, North Carolina

Qualifications CRD# 6322529
Firm CRD# 7691
Series 7, 66

Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets


Office Location 620 South Tryon Street,
Charlotte,
NC
28213
Phone Number 980-384-8247

Granville has over 11 years of experience in the financial services industry and he began his practice at Merrill in 2022. Before joining Merrill Granville spent six years as an Assistant Vice President with PNC Investments where he built a financial practice in Charlotte, NC. His Focus offers a comprehensive approach to managing wealth that begins with understanding a clients needs. He then ensures every strategy is grounded in that understanding. Granville is driven to deliver an exceptional service experience for each client by helping them pursue their objectives with integrity. Granville studied investment planning at, "The College of Financial Planning", where he obtained is CRPC designation. He also studied for the Certification for Investment Management Analysts at Yale. Though he is a Charlotte native he currently resides in Concord, NC with his new wife Ahlivia and their two "bruisers" for dogs, Titan & Raleigh. They are also active members of their church and avid volunteers for causes near and dear to them.

About Merrill Lynch

Merrill Lynch

Advisory Services Provided:

Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 3089483
Firm CRD# 10740
Series 7, 31, 63, 65

Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets


Office Location 1927 S. Tryon Street,
Suite 205,
Charlotte,
NC
28203
Phone Number 877-707-5429

Tony is the founder of ACM Wealth Management and Vice President of Business Development for Prospera Financial Services, a seven-time Independent Broker Dealer of the year by Investment Advisor Magazine. Tony is a Registered Investment Advisor and currently holds Series 7, 63, 65 and 31 licenses as well as life, health and long-term care insurance licenses. Additionally, he is a Certified Investment Management Analyst (CIMA) professional, a designation that is earned in conjunction with the Wharton School of Business and the Investments & Wealth Institute. Tony has been named a Five Star Wealth Manager seven times by Charlotte Magazine for Best in Client Satisfaction. He has also been interviewed and quoted by local TV and print as well as national publications like The Wall Street Journal, FOX Business, Dow Jones News, Thomson Reuters, Registered Rep Magazine and FUNDfire. Tony is a member of the UNC Rams Club and is a life member of the UNC Alumni Association. He is a former member of Verdict Ridge Country Club, and an active member of the Investments & Wealth Institute and the Financial Services Institute. Tony is also a past board member of Sally's YMCA and East Lincoln Betterment Association. He resides in the Steele Creek/Lake Wylie area of Charlotte with his wife Lesley, and their three children, Evan, Logan and Emma.

About ACM Wealth Management

ACM Wealth Management

As a fee-based independent advisor, ACM Wealth Management creates unbiased, customized investment strategies to help build, protect and transfer client's wealth. We take a comprehensive and customized approach to your financial situation. Understanding what is most important to you, we then develop a clear long term plan that considers your needs, your goals, and your priorities. After the initial plan is developed we take an active role in your pursuit of these goals.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities


Frequently Asked Questions

When choosing a financial advisor in North Carolina, it's best to look for information about an advisor's experience, credentials (CFP, ChFCs, CFAs, etc.), education, compensation method, and adherence to ethics. For more information, refer to this guide on choosing the best financial advisor in North Carolina.

Financial advisors in North Carolina utilize different compensation methods such as charging a percentage of assets under management (AUM), hourly fees, flat fees, or commissions from product sales. Understanding your advisor's compensation structure is crucial and being aware of potential conflicts of interest that could impact their advice. To gain a better understanding of how financial advisors charge, read more on the costs of hiring a financial advisor.

Yes, financial advisors can provide valuable guidance and support regardless of the size of your portfolio. Even with a small amount to invest, an advisor can help you develop a tailored plan to reach your financial goals, mitigate risks, and make informed financial decisions. To explore how financial advisors can assist with investment management and grow your portfolio, read more about the impact of asset allocation on your portfolio.

Financial advisors listed on our directory for the state of North Carolina offer a range of services, including retirement planning, investment management, estate planning, tax planning, insurance planning, and wealth management. They help clients set financial goals, create a budget, make investment decisions, and manage their wealth. Read on to better understand how financial advisors can assist you with the various services they provide.

When choosing a financial advisor in North Carolina, it's important to research their experience thoroughly, credentials (such as CFP, ChFCs, CFAs), education, compensation method, and commitment to ethical practices. To further research financial advisors, follow our guide on the the FINRA BrokerCheck tool. For more information, refer to this guide on choosing the best financial advisor in North Carolina.

In North Carolina, financial advisors are typically required to have qualifications that comply with state and federal regulations, such as holding licenses as investment advisor representatives (IARs) and often having credentials such as Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), Chartered Financial Consultants (ChFC), and more. Click the "View Full Profile" button of each advisor listed in the directory to further explore a specific financial advisor's qualifications.

Financial advisors in North Carolina can be compensated through fees, commissions, or a mix of both. Fee-only advisors charge fees solely for their services and don't earn commissions from product sales. Fee-based advisors may follow a hybrid model, combining commissions and fees. Commission-based advisors earn their income solely by selling financial products and receive a percentage of the sale. To learn more about financial advisor fees and the factors affecting them, explore the costs of hiring a financial advisor.