WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Wilmington, 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 Wilmington, North Carolina | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| Les H Kern Les H. Kern IAR CRFA LUTCF |
2306 Wrightsville Ave, Wilmington, NC 28403 |
(800) 793-8884 |
| Strategic Investment Partners Strategic Investment Partners |
1508 Military Cutoff Rd., Wilmington, NC 28403 |
(910) 509-7230 |
| Jeff Headrick Inspire Financial Planning |
1213 Culbreth Drive, Wilmington, NC 28405 |
(910) 448-1450 |
Qualifications
CRD# 1140180
FirmCRD# 116324
Series 6, 7, 24, 63, 65
Compensation/Fee
Fee-Based (Fee and Commissions), Based on Assets, Commissions, Flat Fee, Hourly
Office Location
2306 Wrightsville Ave,
#201,
Wilmington,
NC 28403
Phone Number
(800) 7938884
I am an Investment Advisor, Financial Advisor & Wealth Advisor of wealth management firm that is committed to listening and helping individuals investors to achieve their goals to get to or in retirement. If you need is to know how to go from accumulation to income for retirement. I operate as FIDUCIARIES so we are ethically and legally required to invest our client assets in their best interest. To help provide a sound retirement safely they cannot outlive. I'll design a portfolio to protect, conserve, and grow a client's wealth or to give income. I meet with my clients on a regular in-person or Zoom video and promptly returning their phone calls. You will discover the safe, easy way to get results. My mission is, "Collaborate and communicate with clients often to ensure they are being managed with a single voice and vision "Develop new relationships and build on existing relationships with clients and Investment Firms "Use consultative advising to identify the best solution for clients based on risk tolerance and goals "Provide timely resources to help clients and grow their business, maintain clients assets with advanced planning strategies and effectively communicate market updates and investment solutions for clients "Analyze market events, provide perspective, to aide in portfolio construction In doing so, I will deal with integrity and honesty, reflecting that people that are more important than dollars and that my purpose is to bring credit to our Lord Jesus Christ
History teaches us that Holding onto equity assets rotating on a relative strength basis produces the best long term wealth building. The more history you are aware of, the more this becomes critically apparent. We believe that while it is important to choose investments with a strategy. We teach clients that to get the best return, their portfolios cannot go backwards. We recommend investments with well-defined sell strategies that we believe will weather downturns efficiently. The bottom line: We try to avoid loss whenever possible. Les H. Kern is an Investment Advisor, of a wealth management firm of D.H. Hill Advisors that is committed to helping clients get to retirement and to help provide a sound retirement income they cannot outlive. As a true independent advisor our customized programs are designed to protect, conserve and grow our client's wealth by sound income strategies with investments that deliver an unprecedented level of income with services.
Qualifications
CRD# 5915046
Series 7, 66
Compensation/Fee
Fee-Based (Fee and Commissions), Based on Assets, Hourly
Office Location
1508 Military Cutoff Rd.,
Suite 206,
Wilmington,
NC 28403
Phone Number
(910) 5097230
Brent holds series 7 and 66 securities registrations with Cambridge Investment Research, Inc.. Concentrating on risk management, Brent quickly realized and understood just how essential the prevalence of a risk-managed approach is for his valued clients. Brent decided he wanted to add value by offering total financial services to his clients and joined the family business, Conway & Company Financial Services in 2011. In the fall of 2017, Brent and long-time friend Justin Wolfe expanded the family owned and operated business in Wilmington with Strategic Investment Partners. Brent is a Registered Representative and Investment Advisor Representative with Cambridge Investment Research, Inc. He is also a licensed insurance agent in the field of Life, Health, Variable Insurance, as well as Property and Casualty. Brent is a long-time member of the Rotary Club of Kinston and upholds the club values in volunteer and fundraising efforts. He is also a member of the Wrightsville Beach United Methodist Church and continues to strengthen his faith. Recently Brent was nominated to join the Wrightsville Beach Foundation which he gladly accepted a board position. The foundation is a non-profit with a mission statement is a commitment to develop and promote a venue that will have the ability to generate funds that can be used to promote, improve and enhance the quality and enjoyment of our islands parks and recreation programs and amenities.
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with personalized information, services, and products to help you reach your goals. Strategic Investment Partners is a sub-branch of Conway & Company Financial Services. We operate as FIDUCIARIES so we are ethically and legally required to invest our client assets in their best interest. A long-term perspective of the Dow Jones Industrial Average reveals the reality there are extended periods of time which the US equity market will trend upwards, and also long periods of time where the market will instead stagnate or move generally lower. Our Fact-Based Strategy - Underpinning our Fact-Based strategy is a set of core beliefs about the market. These core beliefs are: 1. We don't know where the market will go - and neither does anyone else. 2. Wherever the market goes, it will get there by trending. 3. Along the way, there will be outperformers and underperformers. Armed with these three core beliefs, we are well equipped to handle whatever the market brings - ALL WITHOUT HAVING TO MAKE A SINGLE PREDICTION. Using supply and demand analysis, our Fact- Based strategy concentrates on identifying outperformers to include in our portfolios. Together, they give us the "when" and "what" - the two essential ingredients of success.
Qualifications
CRD# 4516694
FirmCRD# 157423
Series 65
Compensation/Fee
Fee-Based (Fee and Commissions), Based on Assets, Commissions, Flat Fee
Office Location
1213 Culbreth Drive,
Wilmington,
NC 28405
Phone Number
(910) 4481450
Jeff is a financial planner at Inspire Financial Planning. Jeff's passions are enjoying the outdoors, spending time with family, writing, reading, and financial planning. If you read any of Jeff's blogs, you'll quickly see how the loves of his life are intertwined. Jeff received his Bachelor of Arts degree in English from Coastal Carolina University. Jeff has 20 years' experience building portfolios and financial plans. It was during his time at JH&A Wealth Management that he tested his ability to manage client assets during the Financial Crisis of 2008. This experience he still carries with him today. He is a staunch believer in a highly diversified, global portfolio.
While we are an independent firm, we rely on our collaboration with AlphaStar Capital Management, Horizon Investments, Vanguard, TD Ameritrade, and many more to bring you a high level of investment services.
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