SourcingSourcing
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11 firms
ActiveState: MD×State: NC×AUM: <$25M×clear all
ScoreFirmStateAUMAdvisorsCustodian
C44MAUNEY-PITT FINANCIAL MANAGEMENT, INC.
CRD 337870
NC$02Raymond James→
C42US FINANCIAL PLANNERS, LLC
CRD 337484
NC$0—E*Trade→
C39INNOVATION PARTNERS LLC.
CRD 146344
NC$21.7M50E*Trade→
C39IFC INVESTMENT MANAGEMENT, LLC
CRD 305377
NC$0—E*Trade→
C34WILLIAMS & ASSOCIATES, INC.
CRD 338196
MD$06LPL Financial→
C31ADAMS FUNDS ADVISERS, LLC
CRD 226613
MD$0—E*Trade→
C26HAVEN CAPITAL ADVISORS, LLC
CRD 338419
NC$5.4M1E*Trade→
C25VESTED FINANCE INC.
CRD 299272
NC$01E*Trade→
C25NEA MEMBER BENEFITS
CRD 138196
MD$02E*Trade→
C24SCHOLAR FINANCIAL ADVISING, LLC
CRD 298968
NC$04E*Trade→
C24INSTITUTIONAL SHAREHOLDER SERVICES INC.
CRD 111940
MD$0—E*Trade→