Osaic Wealth
44yrs
Top advisor by experience in Morganton
Financial advisors in Morganton, NC
Looking for a financial advisor in Morganton, NC? We list 28 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
28Advisors with offices here
14Median years of experience
0%At fee-only firms
12Firms represented
Largest firms here: Edward Jones (9), LPL Financial (4), First Citizens Investor Services (2).
Nearby: Valdese, Hudson, Lenoir, Granite Falls, Marion.
LPL Financial
40yrs
Top 3% by experience in North Carolina
Cambridge Investment Research Advisors
34yrs
Top 8% by experience in North Carolina
Wells Fargo Advisors
30yrs
Top 12% by experience in North Carolina
MML Investors Services
29yrs
Top 15% by experience in North Carolina
Edward Jones
28yrs
Top 8% by experience at Edward Jones
Truist Advisory Services
27yrs
Top 20% by experience in North Carolina
Edward Jones
23yrs
Top 16% by experience at Edward Jones
LPL Financial
22yrs
More experience than 69% of advisors in North Carolina
First Citizens Investor Services
21yrs
More experience than 70% of advisors at First Citizens Investor Services
Osaic Wealth
21yrs
More experience than 66% of advisors in North Carolina
First Citizens Investor Services
20yrs
More experience than 69% of advisors at First Citizens Investor Services
Edward Jones
20yrs
Top 22% by experience at Edward Jones
Wells Fargo Advisors
14yrs
More experience than 52% of advisors in North Carolina
Credit Union Investment Services
14yrs
Top 23% by experience at Credit Union Investment Services
Creative Financial Designs
14yrs
More experience than 51% of advisors in North Carolina
Edward Jones
14yrs
More experience than 62% of advisors at Edward Jones
LPL Financial
11yrs
11 years in the industry
Voya Financial Advisors
8yrs
8 years in the industry
Edward Jones
7yrs
7 years in the industry
Edward Jones
7yrs
7 years in the industry
Edward Jones
7yrs
7 years in the industry
Credit Union Investment Services
4yrs
4 years in the industry
Truist Advisory Services
4yrs
4 years in the industry
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.