Asheboro, NC Office

Team
Updated today

Client AUM

$41,094,843,456

Clients

71,990

Advisors

3

Of 4,620 advisors across 967 offices

Location

350 N. Cox Street, Unit 9

Asheboro NC 27203

Advisors at this office

3

Advisors at this office

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Preston R

Series 66

Asheboro, NC

Equitable Advisors

Preston Russell is a financial advisor at Equitable Advisors with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including Eagle Point Golf Club and BenchMark Physical Therapy. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing a delivery model that heavily incorporates LPL-sponsored programs and endorsed third-party managers.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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John M

Series 66

Asheboro, NC

Equitable Advisors

John Mcneely is a financial advisor with Equitable Advisors in Asheboro, NC, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2001. Outside of his advisory work, Mcneely is involved in community activities including serving as a counselor for the Boy Scouts of America Randolph NC District, participating on a committee at First Presbyterian Church, volunteering with Community Bible Study, and working as a tool reviewer for Stanley Black and Decker Inc. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Scott A

Series 63, Series 65

Asheboro, NC

Equitable Advisors

Scott Allen is a financial advisor with Equitable Advisors in Asheboro, NC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Equitable Advisors since 2011, including its predecessor Axa Advisors. Outside of his advisory work, Allen serves on the Asheboro Randolph Chamber of Commerce board as treasurer, participates on a community awareness committee for Randolph Electric Membership Corporation, and is active with the Asheboro Rotary Club and Rotary District 7690. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to clients’ goals and risk tolerance.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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