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Earl Eugene Bain Jr.

Advisor at Kestra Advisory — Fayetteville, NC

Updated today

Credentials

ChFC®, Series 63, Series 66

Experience

32 years

Location

Fayetteville, NC 28305

Kestra Advisory logo

Kestra Advisory

Enterprise

Total advisors

1,447

Across 544 offices

Clients per advisor

80 High

Avg AUM per client

$618,892 High

HNW client ratio

23% Typical

About

Earl Bain Jr. is a financial advisor with Kestra Advisory Services, LLC, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 32 years of industry experience, including a decade with Kestra Advisory and Kestra Investment Services. Outside of his advisory work, he owns Bain & Associates, Inc., which focuses on insurance services, and serves as president of Gala Social Club, a voluntary community board. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, and investment management, and works with large institutional clients including sovereign wealth funds.

Client services

Based on Kestra Advisory

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Kestra Advisory

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management

Occupation focus

Based on Kestra Advisory

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees for financial planning and consulting typically range from $1,000 to $100,000, negotiated with the client.

Percentage

Start-up - $1,999,999: 1.50% $2,000,000 - $4,999,999: 1.25% $5,000,000 - $9,999,999: 1.00% $10,000,000 - $24,999,999: 0.75% $25,000,000+: 0.50%

Commissions

Commission-based compensation is available through affiliated broker-dealer Kestra IS; commissions and fees vary by product.

Project-based

Financial planning and consulting services may be charged on an hourly basis when applicable.

Subscriptions

Subscription fees may be charged monthly, quarterly, or semi-annually for financial planning or consulting services.

Other

Account minimum: $10,000 (minimum for AdvisorChoice platform, but may be waived) Minimum fee: Minimum annual account fees on AdvisorEnterprise platform: $60 (APM-Tickets), $95 (APM-Wrap), $75 (FSP and SMA), $350 (UMA) Fee-only: Flat fees generally range from $1,000 to $100,000 but can be more or less as negotiated. Financial planning and consulting fees can also be charged hourly, as a percentage of assets, flat fee, or subscription (e.g., monthly, quarterly).

Location

See office

Fayetteville, NC

1318 Raeford Rd, 2nd Fl

Fayetteville NC 28305

Advisors at this office

1

Most active in

North Carolina

Work history

32 years of industry experience

Kestra Advisory Services, LLC.

2016 - Present • 10 years

Fayetteville, NC

KESTRA Investment SERVICES, LLC.

2016 - Present • 10 years

Fayetteville, NC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Glen B

Series 63, Series 65

Fayetteville, NC

Ameritrust Investments of North Carolina, LLC

Glen Barnes is a financial advisor at Ameritrust Investments of North Carolina, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameritrust since 2012. In addition to his advisory role, Barnes is an independent insurance agent and serves on the volunteer board of the Rockfish Outdoor Center, a church camp where he helps manage planning and finances. Ameritrust Investments of North Carolina, LLC provides discretionary portfolio management primarily to individual clients, managing assets internally with no account minimum. The firm employs a combination of charting, fundamental, technical, and cyclical analysis, utilizing both long-term and short-term trading strategies including options writing, and conducts portfolio reviews at least quarterly.

Options & derivatives strategies Active portfolio management
user avatar

Isaac A

CFP®

Fayetteville, NC

Stalwart Financial Planning

Isaac Allen is a CFP® professional with 12 years of experience, currently serving as the sole advisor at Stalwart Financial Planning in Fayetteville, NC. He has been with the firm since its founding in 2011. Stalwart Financial Planning offers financial planning and investment advisory services to individuals, estates, trusts, small businesses, foundations, and charitable organizations. The firm follows a fiduciary standard and employs a globally diversified, long-term investment approach that integrates fundamental, technical, and cyclical analysis, with a particular focus on nonprofit and charitable clients.

College savings (529s, UTMA, etc.) General retirement planning Retirement withdrawal strategies Cash flow / budgeting General estate planning guidance
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Joseph H

Series 65

Fayetteville, NC

Rauch Advisory LLC

Joseph Harris is a financial advisor at Rauch Advisory LLC in Fayetteville, NC, holding a Series 65 designation. He joined Rauch Advisory and White Horse Financial, Inc. in 2026 and has prior experience with the John Locke Foundation as well as roles in higher education and instructional companies. Rauch Advisory LLC provides tailored investment advice, asset management, financial planning, and retirement-plan consulting primarily to individual and high-net-worth clients. The firm manages approximately $44.6 million across about 153 clients and offers a range of services including discretionary asset allocation and educational rollover support.

Business exit / sale strategy Retirement income strategy Entity structure planning (LLC, S-Corp) Founder/Business Owner Executive
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David P

CFP®, Series 66

Fayetteville, NC

Geneos Wealth Management, Inc.

David Pound is a CFP® professional with 20 years of experience in the financial industry. He has been with Geneos Wealth Management, Inc. since 2006 and operates Nobles Pound Financial Planning since 2011. Pound is also a notary public. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations through financial planning, investment advisory, and brokerage services. The firm employs a range of analytic strategies and offers customizable portfolio management alongside access to third-party money managers.

ESG / Sustainable investing Options & derivatives strategies
user avatar

David N

Series 66

Fayetteville, NC

Geneos Wealth Management, Inc.

David Nobles Jr. is a financial advisor at Geneos Wealth Management, Inc. in Fayetteville, NC, holding a Series 66 designation with four years of industry experience. He has been associated with Geneos Wealth Management and Nobles Pound Financial Planning throughout his career. In addition to his advisory role, he is a notary public and conducts independent fixed insurance sales. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm provides financial planning, portfolio management, and referrals to third-party money managers through various platforms, employing a combination of fundamental, technical, and cyclical analysis to accommodate both discretionary and non-discretionary accounts.

ESG / Sustainable investing Options & derivatives strategies
user avatar

David N

CFP®, Series 63, Series 65

Fayetteville, NC

Geneos Wealth Management, Inc.

David Nobles Sr. is a CFP® with 34 years of industry experience, currently affiliated with Geneos Wealth Management, Inc. and operating Nobles Pound Financial Planning. He holds leadership roles as chairman of the real estate committee and vice president at Cape Fear Industries and serves as a trustee for the United Way Youth Stock Group. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a multifaceted investment approach combining continuous account monitoring, discretionary trading, and various analytic strategies, with customizable portfolios and access to third-party money managers.

ESG / Sustainable investing Options & derivatives strategies
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