State Farm Investment Management
28yrs
Top advisor by experience in Pineville
Financial advisors in Pineville, NC
Looking for a financial advisor in Pineville, NC? We list 17 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.
17Advisors with offices here
7Median years of experience
94%Fiduciary advisors?
15Firms represented
Largest firms here: LPL Financial LLC (2), Advice and Planning Services (2), Merrill Lynch, Pierce, Fenner & Smith Incorporated (1).
Nearby: Matthews, Charlotte, Indian Trail, Waxhaw, Belmont, Cramerton, Lowell, Mount Holly.
Credit Union Investment Services
22yrs
Top 4% by experience at Credit Union Investment Services
Wells Fargo Advisors
19yrs
Top 18% by experience in Pineville
Wealthfront Advisers
17yrs
Top 10% by experience at Wealthfront Advisers
Advice and Planning Services
15yrs
More experience than 71% of advisors in Pineville
LPL Financial
15yrs
More experience than 65% of advisors in Pineville
Cambridge Investment Research Advisors
8yrs
More experience than 59% of advisors in Pineville
Advice and Planning Services
8yrs
More experience than 53% of advisors in Pineville
Merrill Lynch, Pierce, Fenner & Smith
7yrs
7 years in the industry
LPL Financial
6yrs
6 years in the industry
Strategic Advisers
5yrs
5 years in the industry
Chevron Financial
5yrs
5 years in the industry
Edward Jones
5yrs
5 years in the industry
Ameriprise Financial Services
4yrs
4 years in the industry
Beacon Associates Wealth Management
3yrs
3 years in the industry
MML Investors Services
2yrs
2 years in the industry
Gibbs Wealth Management
New
New to the profession
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.