wiseradvisor

Financial Advisor in Mooresville, North Carolina

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.

Qualifications of Financial Advisor in Mooresville

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 Mooresville, North Carolina
Financial Advisor Office Location Phone Number
Austin Konecke
Edelman Financial Engines, LLC
19109 West Catawba Avenue,
Cornelius, NC  28031
(704) 553-9553
Jeff McElroy, CFP®, CLU®
BMH Investment Group
9605 Caldwell Commons Cir., Ste. A,
Cornelius, NC  28031
(704) 892-0420
Gregory Hampy
Fidelity Private Advisors,
513 Montgrove Place,
Concord, NC  28027
(704) 795-9180
Antonio V. Porretta
Blackbridge Financial
*,
Harrisburg, NC  28075
(704) 960-9646
TONY MONTANARI, CIMA®
ACM Wealth Management
212 S. Tryon Street,
Charlotte, NC  28281
(877) 707-5429
Austin Konecke
Edelman Financial Engines, LLC
11006 Rushmore Drive Suite 175,
Charlotte, NC  28277
(704) 553-9553

Information on Qualified Financial Advisors in Mooresville

Qualifications CRD# 2818642
FirmCRD# 104510
Series 6, 7, 24, 31, 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 19109 West Catawba Avenue,
2nd Floor,
Cornelius,
NC 
28031
Phone Number (704) 5539553

Joined Edelman Financial Engines in 2010. Began his career in the financial services industry in 1995. Successfully completed the Series 6, 7, 24, 63, and 65 examination(s) administered by FINRA. Earned the Certified Fund Specialist (CFS®) and Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in History from Scranton University. Married to Sarah. They have one child: AJ. Austin enjoys golfing, sailing, swimming, cooking, and flag football.

About Edelman Financial Engines, LLC

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# 2237589
Series 7, 24, 63, 65

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 9605 Caldwell Commons Cir., Ste. A,
PO Box 940,
Cornelius,
NC 
28031
Phone Number (704) 8920420

Jeff McElroy has been a part of the Charlotte community for more than 40 years, and his family has lived in the area since the 1800s. Family has always been a big part of Jeff's life and has played an even more important role since his daughters, Savannah and Olivia, came along. Jeff's family taught him the importance of community involvement and helping those in need, and those lessons are instrumental in the foundation and management of BMH Investment Group. After graduating from the University of North Carolina at Charlotte , with a degree in finance and business law, Jeff met his business partner, BJ Bryant. They co-founded BMH Investment Group in 1998 and are still amazed at their good fortune, spending every day meeting and working with great clients who often become great friends, too. Jeff has continued his education by attaining several additional licenses and designations, including Certified Financial Planner and Chartered Life Underwriter, and is continually pursuing further education in his field.

About BMH Investment Group

At BMH, we think you deserve no less for you and your family and our passion drives us to be the right choice for planning for your financial future. If you are one of our many loyal clients, we hope this site provides you with easy access to your account information, our newsletters and other financial articles and ideas. If you are a prospective client, we invite you to take your time and browse the site to learn about who we are and how BMH Investment Group can help you achieve your Financial Freedom.



Qualifications CRD# 1331017
FirmCRD# 146849
Series 6, 7, 24, 26, 63, 65

Compensation/Fee I am a Fee-Only financial professional, Based on Assets, Flat Fee


Office Location 513 Montgrove Place,
Concord,
NC 
28027
Phone Number (704) 7959180

About Fidelity Private Advisors,

I have heard so many times I wish I could find an advisor who would look after my account like it is their own. We accomplish this objective by being very thorough and not have a boiler plate approach. In meeting with the client first we establish financial goals and objectives. Secondly we gather data and process and analyze this information. After this analysis we recommend a comprehensive financial plan. Finally we implement this plan and monitor it on a regular basis. What sets me apart from the competition is that we are innovative in our ideas and prudent in our approach..



Qualifications CRD# 4141550
Series 7, 63, 65


Office Location *,
Harrisburg,
NC 
28075
Phone Number (704) 9609646

Antonio V. Porretta, MBA, AAMS® Independent Wealth Manager Blackbridge Financial Antonio is an Independent Wealth Manager who specializes in helping people create, distribute, and preserve their wealth. Mr. Porretta has spent nearly 18 years working with individuals and is currently accepting new clients that can benefit from his services. Antonio currently manages investment portfolios in several states across the country and is devoted to helping local families grow their wealth and focus on making their money last. Services include but are not limited to: *Retirement Income Planning *Portfolio/Investment Management *Asset Allocation *401(k) Distribution Strategies *Insurance/Long Term Care Planning Clients that work with Antonio benefit from a level of personal service, communication, and attention that is often reserved for only the ultra-wealthy. By carefully listening to each person, Antonio is able to construct unique and effective strategies tailored specially for you. Personal Service. Tailored Advice. Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Independent Advisor Alliance, a registered investment advisor. Independent Advisor Alliance and Blackbridge Financial are separate entities from LPL Financial.

About Blackbridge Financial

Antonio V. Porretta, MBA, AAMS® Independent Wealth Manager Blackbridge Financial Antonio is an Independent Wealth Manager who specializes in helping people create, distribute, and preserve their wealth. Mr. Porretta has spent nearly 18 years working with individuals and is currently accepting new clients that can benefit from his services. Antonio currently manages investment portfolios in several states across the country and is devoted to helping local families grow their wealth and focus on making their money last. Services include but are not limited to: *Retirement Income Planning *Portfolio/Investment Management *Asset Allocation *401(k) Distribution Strategies *Insurance/Long Term Care Planning Clients that work with Antonio benefit from a level of personal service, communication, and attention that is often reserved for only the ultra-wealthy. By carefully listening to each person, Antonio is able to construct unique and effective strategies tailored specially for you. Personal Service. Tailored Advice. Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Independent Advisor Alliance, a registered investment advisor. Independent Advisor Alliance and Blackbridge Financial are separate entities from LPL Financial.



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

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Commissions, Flat Fee


Office Location 212 S. Tryon Street,
Suite 1680,
Charlotte,
NC 
28281
Phone Number (877) 7075429

Tony is the founder of ACM Wealth Management and Vice President of Business Development for Prospera Financial Services, a Five-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 has held the Accredited Asset Management Specialist (AAMS) designation from the College of Financial Planning since 2003 and 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 by Charlotte Magazine in 2017, 2016, 2015, 2014, 2013, 2012, 2011 & 2010 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 an active member of Verdict Ridge Country Club, the Investments & Wealth Institute and the Financial Services Institute. Tony is also a board member of Sally's YMCA and East Lincoln Betterment Association. He resides in the Lake Norman area with his wife Lesley, and their three children, Evan, Logan and Emma.

About 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.



Qualifications CRD# 2818642
FirmCRD# 104510
Series 6, 7, 24, 31, 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 11006 Rushmore Drive Suite 175,
Charlotte,
NC 
28277
Phone Number (704) 5539553

Joined Edelman Financial Engines in 2010. Began his career in the financial services industry in 1995. Successfully completed the Series 6, 7, 24, 63, and 65 examination(s) administered by FINRA. Earned the Certified Fund Specialist (CFS®) and Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in History from Scranton University. Married to Sarah. They have one child: AJ. Austin enjoys golfing, sailing, swimming, cooking, and flag football.

About Edelman Financial Engines, LLC

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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