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WiserAdvisor has qualified Financial Advisors serving the Wilmington, North Carolina area.
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Financial Advisors Licensed to practice in Wilmington, North Carolina
Les
Les H Kern
Les H. Kern RIA CRFAWilmington, NC 28403
We believe that while it is important to choose investments and financial strategies with a history of good rates of return, it is just as important to look at and investment's performance in a year with a market downturn. We teach clients that to get the best return, their portfolios cannot go backwards. We only 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 the... read more>>
Strategic
Strategic Investment Partners
Strategic Investment PartnersWilmington, NC 28403
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.
Bradley
Bradley Tunnell
Tunnell FinancialMyrtle Beach, SC 29577
Safer Solutions with Growth Opportunities for IRA as well as Non-qualified funds:Social Security Reports20 Years of Experience Duke University CFP Certification Retirement401(k)College PlanningEstate PlanningInvestment & Wealth ManagementKey Man Buisness PlanningBuy-Sell Business Planning
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Are You A Financial Advisor in North Carolina?
Must Have
- Minimum 5 years of Experience
- 5 year clear FINRA/SEC record
- Must be Fee Based or Fee Only