Top financial advisors in Roanoke Rapids, 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 Roanoke Rapids, NC, if you're navigating life changes like a new job, home purchase, or planning for retirement in a growing community. 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 knowledge. Ask how they adjust plans for the region's rapid population growth and its impact on housing and investments.
- Experience level. Inquire about their years managing finances in Roanoke Rapids to ensure familiarity with local market nuances.
- Fee structure clarity. Understand if they offer flat-fee services, which can simplify budgeting for advisory costs.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Elmo C
Series 63, Series 65
Emporia, VA
Guardian Life
Elmo Clary Jr. brings 39 years of experience and specializes in retirement income and business exit strategies, which are crucial for clients in Roanoke Rapids navigating life changes. Operating through a large firm with flat-fee options, he offers flexible financial planning and consulting services, distinguishing him from others by combining seasoned expertise with varied fee structures and a broad investment approach.
Experience: 39 years
Avg account: $230,599
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James L
Series 66
Roanoke Rapids, NC
Edward Jones
James Lyles brings nine years of experience and a Series 66 designation to his role at Edward Jones in Roanoke Rapids, NC, offering expertise in wealth management, tax-loss harvesting, and multi-generational wealth transfer. His affiliation with a large firm managing over $1 trillion in assets provides access to diverse advisory programs, distinguishing him from advisors at smaller firms in the area.
Experience: 10 years
Avg account: $246,728
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Robert M
Series 63, Series 65
Gasburg, VA
Integrity Alliance, LLC
Robert Martini brings 34 years of experience and holds Series 63 and 65 credentials, offering expertise in annuities and ESG investing, which can support clients navigating financial changes near Roanoke Rapids. His affiliation with Integrity Alliance, a large firm serving diverse clients with flat-fee and asset-based pricing, provides access to varied portfolio management and retirement consulting services, distinguishing him from advisors with narrower scopes or fee structures.
Experience: 34 years
Avg account: $454,036
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Matthew E
Series 63, Series 65
South Hill, VA
Raymond James Financial
Matthew Elam offers expertise in retirement income strategy and business exit planning, supported by 11 years of industry experience and Series 63 and 65 licenses. Operating from a large firm, Raymond James Financial, he provides flat-fee planning services and caters to a diverse client base, including executives and business owners, which may offer broader resources compared to smaller local advisors.
Experience: 11 years
Avg account: $700,796
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Alexander H
Series 66
Roanoke Rapids, NC
Credit Union Investment Services
Alexander Hoscila offers retirement planning and passive index investing expertise in Roanoke Rapids, NC, with two years of experience and a Series 66 license. His firm, Credit Union Investment Services, provides low-cost, index-based portfolios and a wrap-fee program, emphasizing long-term goals and serving individual investors and trust clients in North Carolina.
Experience: 2 years
Avg account: $3
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