Top financial advisors in Laurinburg, NC
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a financial advisor in Laurinburg, NC, if you're navigating life changes like a new job, retirement, or managing growing wealth. A common mistake is overlooking how local tax rules and economic trends affect your financial plan.
- Local tax insight. Confirm how they incorporate North Carolina's flat income tax into your strategy.
- Growth area awareness. Ask how they adjust plans for Laurinburg's rapid population growth and its impact on housing and investments.
- Experience level. Inquire about their years managing clients through similar life transitions in this region.
- Fee structure clarity. Understand if their fees are flat or based on assets, and how that aligns with your financial goals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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William B
Series 65
Rockinham, NC
Acrylic Financial, Inc.
William Barnes offers financial planning with a flat-fee structure ranging from $50 to $5,000, suitable for clients seeking clear cost expectations in Laurinburg's evolving market. His expertise includes real estate investing and Social Security optimization, supported by Acrylic Financial's active momentum and moving-average investment approach, differentiating him from advisors focused solely on traditional asset management.
Experience: 2 years
Avg account: $209,541
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Joseph B
Series 66
Laurinburg, NC
Edward Jones
Joseph Bowen's six years of experience and Series 66 designation equip him to address retirement income and withdrawal strategies, as well as business exit planning, relevant for clients in Laurinburg's evolving economic landscape. Affiliated with Edward Jones, a large firm serving over four million clients, he offers a fee structure up to 1.35% annually and brings unique insights from his background in funeral services and local community involvement.
Experience: 6 years
Avg account: $246,728
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Marc H
Series 63, Series 66
Rockingham, NC
Truist Advisory Services
Marc Humann's 27 years of experience and focus on retirement income strategy and business owner retirement plans make him well-suited for clients managing life transitions near Laurinburg, NC. Operating from a large firm with $67.7 billion in assets, he offers active portfolio management with a 2.25% AUM fee, distinguishing him through extensive resources and a seasoned approach compared to smaller local advisors.
Experience: 27 years
Avg account: $560,278
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Brad C
Series 66
Red Springs, NC
LPL Financial
Brad Currie offers expertise in wealth management and retirement plans for business owners, supported by six years of experience and a Series 66 designation. Operating through LPL Financial, a large firm, he provides flat-fee financial planning and consulting, which may appeal to clients seeking transparent fees and access to extensive investment research and diverse client services.
Experience: 6 years
Avg account: $399,489
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Frankie H
Series 63, Series 65
Pembroke, NC
Credit Union Investment Services
Frankie Hunt offers expertise in general retirement planning and passive/index investing, which suits clients managing life transitions near Laurinburg, NC. With nine years of experience and an independent approach, Hunt provides non-discretionary portfolio management and a clear 0.25% AUM fee, focusing on low-cost index funds and long-term goals, distinguishing this advisor from others in the region.
Experience: 10 years
Avg account: $3
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