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Top Rated Financial Advisors in North Carolina, Apex

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in North Carolina, Apex is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in North Carolina, Apex with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in North Carolina, Apex near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

Coach Pete D'Arruda

Capital Financial Advisory Group, LLC
RFC®, RICP®, MRFC
Coach Pete D'Arruda, a financial fiduciary, provides financial services to clients in the Apex, North Carolina area. Coach holds the RFC®, RICP®, MRFC certifications. Coach has over 31 years of experience.

Additional Information:

Years of Experience:
31 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Commissions
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Tax Advice and Services
    • Estate Planning & Trusts
    • Insurance Products & Annuities

Autumn Buracker Yamamura

Morgan Stanley
Autumn Buracker Yamamura, a financial fiduciary, provides financial services to clients in the Chapel Hill, North Carolina area. Autumn has over 25 years of experience.

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Fee-Based

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Tax Advice and Services
    • Legal Advice and Services
    • Estate Planning & Trusts
    • Insurance Products & Annuities

Tom Morris

Northwestern Mutual -Tom Morris
CASL®, CFP®, RICP®, RMA®, MBA, CLU®, ChFC®
Tom Morris, a financial fiduciary, provides financial services to clients in the Durham, North Carolina area. Tom holds the CASL®, CFP®, RICP®, RMA®, MBA, CLU®, ChFC® certifications.

Additional Information:

    Fee Structure

  • Fee-Based
  • Commissions
  • Flat Fee
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Insurance Products & Annuities

Kenneth Nelson

Nelson Wealth Advisors
AIFA®, CRPS®, CRPC®, AIF®
Kenneth Nelson, a financial fiduciary, provides financial services to clients in the Raleigh, North Carolina area. Kenneth holds the AIFA®, CRPS®, CRPC®, AIF® certifications. Kenneth has over 35 years of experience.

Additional Information:

Years of Experience:
35 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Commissions
  • Flat Fee
  • Based on Assets

    Asset Requirement: $0

    Name(s) of Custodian(s):
    Pershing, LLC

Allworth Financial

CFP®
Allworth Financial, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the Durham, North Carolina area.

Additional Information:

    Fee Structure

  • Fee-Based

    Financial Services Provided:

  • Retirement Planning
  • Tax Advice and Services
  • Estate Planning & Trusts
  • View More

    Name(s) of Custodian(s):
    TD Ameritrade

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