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.
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
non-vetted advisors in your local area. These financial advisors in
Kinston, North Carolina
have an average of
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|
CFP®, Chartered Mutual Fund Counselor (CMFC®), CRPC®
EDELMAN FINANCIAL ENGINES, LLC
4700 Falls of Neuse Road,
Raleigh, NC 27609
|8||Not Specified||Not Specified||Fee-Based|
INSPIRE FINANCIAL PLANNING, LLC
1213 Culbreth Drive,
Wilmington, NC 28405
Firm CRD# 6519874
4700 Falls of Neuse Road,
NC 27609 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.
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.
Firm CRD# 157423
Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly
1213 Culbreth Drive,
NC 28405 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).
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
* Additional advisors listing is provided in partnership with Yext
|Financial Advisor||Office Location||Phone Number|
Inquire with Edward
|600 Plaza Blvd, Suite D, Kinston, NC 28501||252-643-5967|
Inquire with Edward
|4130 W Vernon Ave, Suite J, Kinston, NC 28504||252-520-1861|
Inquire with Edward
|1008 West Vernon Avenue, Kinston, NC 28501||252-522-4537|
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