Find Top Financial Advisors in Kinston, North Carolina

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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 Kinston, North Carolina
Last Updated - 12-Aug-2022

Kinston has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 3 non-vetted advisors in your local area. These financial advisors in Kinston, North Carolina have an average of 14 years of experience.

NOTE: The list of financial advisors in Kinston, North Carolina mentioned below do 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 Kinston, North Carolina.

Qualified Financial Advisors in Kinston, North Carolina
Financial Advisor Experience AUM Minimum Assets Fee Structure
Kelli Smith
CFP®, Chartered Mutual Fund Counselor (CMFC®), CRPC®
4700 Falls of Neuse Road,
Suite 275,
Raleigh, NC 27609
8 Not Specified Not Specified Fee-Based
Jeff Headrick
1213 Culbreth Drive,
Wilmington, NC 28405
20 n/a Not Specified Fee-Based

Information on Qualified Financial Advisors in Kinston

Qualifications CRD# 6519874
Firm CRD# 6519874
Series 65

Compensation/Fee Fee-Based

Office Location 4700 Falls of Neuse Road,
Suite 275,
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.

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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.

Qualifications CRD# 4516694
Firm CRD# 157423
Series 65

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

Office Location 1213 Culbreth Drive,
Phone Number 910-448-1450

Investing and Living with Passion Jeff is passionate about faith-based stewardship, extreme diversification, and best-in-class investing. During his twenties he lived abroad in Ireland, as well as on the Island of St. John in the U.S. Virgin Islands. Jeff once skied 89 consecutive days at the Arapahoe Basin in Colorado. Jeff is married, has two children, and thrives most when hes spending quality time in the great outdoors with his family. Serving Community Jeff believes in supporting the community and has served as an investment instructor for Junior Achievement and taught the Financial Forum at John T. O'Connor Senior Center for many years. Jeff has also volunteered in leadership programs and music ministry at his local church. Jeff can help you navigate your complex private wealth management opportunities. Jeff holds the Series 65 (Uniform Investment Adviser Law Examination) securities license administered for the North American Securities Association (NASAA) by the Financial Industry Regulatory Authority (FINRA).

About Inspire Financial Planning, LLC

As an independent firm, you can depend on our relationships with AlphaStar Capital Management, Horizon Investments, Vanguard, TD Ameritrade, and many more to bring you multifaceted approach to private wealth. We view the management of your wealth through a fiduciary lens. We place your best interests above our own. What differentiates us from the rest? Our independence, transparency, and holistic process. Contact us today and can we can meet with you at one of our many offices in the following locations: Greensboro, Winston-Salem, Durham, Raleigh, Cary, Charlotte, Wilmington, and Wrightsville Beach. Click here to reserve time for an initial phone or zoom consultation: https://inspirefp1.youcanbook.me/

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

List of Additional Advisors in Kinston, North Carolina*

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Edward Jones
Inquire with Edward
600 Plaza Blvd, Suite D, Kinston, NC  28501 252-643-5967
Edward Jones
Inquire with Edward
4130 W Vernon Ave, Suite J, Kinston, NC  28504 252-520-1861
Edward Jones
Inquire with Edward
1008 West Vernon Avenue, Kinston, NC  28501 252-522-4537
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    Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

    Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

    A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

    While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

    Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

    A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

    A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?