Wells Fargo Advisors
Bank Credit Union
Why pick this one
Wells Fargo Advisors provides bonds, mutual funds, stocks, and planning through Stanley Smith at its Burlington, North Carolina branch.
Best for
- Burlington residents seeking an in-person financial advisor
- Clients seeking bonds, mutual funds, or stocks
- Individuals seeking investment strategy and life-goal planning
- Clients seeking insurance products through an advisor licensed in North Carolina
Look elsewhere if
- People specifically seeking FDIC-insured deposits or traditional bank accounts
- People needing emergency or same-day financial services
Specialties
- bonds
- mutual funds
- stocks
- investment strategy
- financial advice and planning
- insurance products
Certifications
- Member SIPC
- registered broker-dealer
- insurance licensed in North Carolina
- securities registered in Alabama, Florida, Georgia, Massachusetts, North Carolina, New Jersey, New York, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and Washington
What makes them different
- Burlington branch at 1708 Westbrook Ave
- Named financial advisor Stanley Smith
- Stanley Smith provides an email contact through the Wells Fargo Advisors domain
- Securities registrations span 14 listed states
- Wells Fargo Clearing Services, LLC is a non-bank affiliate of Wells Fargo & Company
- Serves
- Burlington
Distilled from this business's own website.
Contact & Location
- Address
- 1708 Westbrook Ave, Burlington, NC 27215
- Phone
- 3365843094
- Website
- https://home.wellsfargoadvisors.com/001_A379?ex...
- alan.cary@wellsfargoadvisors.com
Services
- financial advising
- investment planning
- securities brokerage
- insurance products