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Financial Advisors in Durham, North Carolina

Our hand-picked list of 8 financial advisors serving Durham, North Carolina. Compare contact info and request free quotes from local providers.

About Hiring a Financial Advisor in Durham

Financial professionals in Durham should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the North Carolina securities regulator before sharing any financial information.

Licensing & verification: Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In North Carolina, verify with the FINRA / SEC / state before hiring.

Top Financial Advisors in Durham

INTEGRATED WEALTHCARE, LLC

3100 TOWER BLVD, DURHAM, NC 27707

📞 (866) 694-••••

KUHN ADVISORS, INC.

2828 PICKETT ROAD, DURHAM, NC 27705

📞 (919) 493-••••

PINAFORE WEALTH COUNSEL INC.

3622 LYCKAN PKWY, DURHAM, NC 27707

📞 (919) 213-••••

SILVERBACK ASSET MANAGEMENT, LLC

555 S. MANGUM STREET, DURHAM, NC 27701

📞 (919) 969-••••

VERITY ASSET MANAGEMENT

280 S MANGUM ST, DURHAM, NC 27701

📞 (919) 490-••••

VESTED FINANCE

110 SWIFT AVENUE, DURHAM, NC 27705

📞 (310) 895-••••

CONDUCTOR CAPITAL MANAGEMENT, LLC

321 EAST CHAPEL HILL STREET

📞 919-741-••••

ECHO HEALTH VENTURES LLC

1965 IVY CREEK BOULEVARD

📞 919-213-••••

Frequently Asked Questions

Where can I find financial advisors in Durham, North Carolina?

Durham, North Carolina has 8 financial advisors listed in our directory. INTEGRATED WEALTHCARE, LLC is one option in the area. Use the list above to compare providers and request a free quote.

Are financial advisors licensed in North Carolina?

Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In North Carolina, verify with the FINRA / SEC / state before hiring. Ask any provider for their current license number and verify it with the FINRA / SEC / state before you hire.

How do I choose the right financial advisor in Durham?

Financial professionals in Durham should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the North Carolina securities regulator before sharing any financial information.

Can I get a free quote from a financial advisor in Durham?

Yes. Use our free quote form below — describe your project, and we'll match you with verified Durham-area financial advisors who can provide written estimates. There's no obligation, and most providers respond within 24 hours.

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