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Showing 1 - 7 of 7 results
BROYHILL INVESTMENTS, INC.
BROYHILL INVESTMENTS, INC.
Lenoir, North Carolina
1-24 employees
A boutique asset manager, initially established as family office and guided by a disciplined, value orientation.
Retirement Benefits Rank
Market Leading
JOE DAVIS FINANCIAL ASSOCIATES, LLC
JOE DAVIS FINANCIAL ASSOCIATES, LLC
Marion, North Carolina
1-24 employees
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
Retirement Benefits Rank
Top Benefits
ALLEN WEALTH MANAGEMENT, LLC
ALLEN WEALTH MANAGEMENT, LLC
Boone, North Carolina
1-24 employees
The goal of each member of our team here at Allen Wealth Management is to pursue the long-term objectives that best serve the interests of you and your family. We do so with a very personal, hands-on approach, devoting the time necessary to understanding your needs, goals and attitudes toward investing before developing your personalized financial plan. Whether you’re near or in retirement, or working in your own business or practice, we know the financial concerns you face and, most important, can offer the strategies and solutions that can only come from foresight and experience. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC Allen Wealth Management, LLC is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Allen Wealth Management, LLC. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm
Retirement Benefits Rank
Market Leading
MARMO FINANCIAL GROUP, LLC
MARMO FINANCIAL GROUP, LLC
Johnson City, Tennessee
1-24 employees
Marmo Financial Group LLC is a Registered Investment Advisor. As a firm we are committed to our philosophy of Improving Our Clients' Positions. We strive to bring clarity and focus to our clients' financial lives.
Retirement Benefits Rank
Market Competitive
ELLEDGE, BAIN, SIDES, LLC
ELLEDGE, BAIN, SIDES, LLC
Statesville, North Carolina
1-24 employees
Comprehensive Wealth Management
Retirement Benefits Rank
Market Competitive
RESOURCE PARTNERS, LLC
RESOURCE PARTNERS, LLC
Hickory, North Carolina
1-24 employees
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
Retirement Benefits Rank
Below Market
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THAYER FINANCIAL, L.L.C.
THAYER FINANCIAL, L.L.C.
Hickory, North Carolina
1-24 employees
Chief Compliance Officer at Thayer Financial, driving the firm's commitment to regulatory compliance and ethical conduct. Responsible for developing and implementing a comprehensive compliance program designed to mitigate risk and protect the firm's reputation. Passionate about fostering a culture of compliance and working collaboratively with business leaders to achieve strategic objectives while adhering to all applicable regulations.
Retirement Benefits Rank
Market Leading