Investing in Durham, North Carolina

21 found · ← All categories in Durham

Updated October 31, 2026

Bull City Venture Partners

Investing

Durham, NC

Bull City Venture Partners partners with software founders and reports $120 million in assets under management, 21 exits, and 3 IPOs.

  • software founders seeking venture capital
  • software startups seeking capital, expertise, and a business network
  • startups at pre-seed, Series A, or Series B stages

Edward Jones - Financial Advisor: Alex Rankin

Investing

Durham, NC

Oak Crest Wealth Management provides retirement, estate, insurance, and business succession planning through offices in Arkansas and Oklahoma.

  • retirement income planning
  • families planning college savings through 529 plans
  • business owners preparing succession or exit strategies

Edward Jones - Financial Advisor: Donna G Collins

Investing

Durham, NC

Oak Crest Wealth Management provides retirement, estate, insurance, and business succession planning through offices in Arkansas and Oklahoma.

  • retirement income planning
  • families planning college savings through 529 plans
  • business owners preparing succession or exit strategies

Edward Jones - Financial Advisor: Greg Archer

Investing

Durham, NC

Oak Crest Wealth Management provides retirement, estate, insurance, and business succession planning through offices in Arkansas and Oklahoma.

  • retirement income planning
  • families planning college savings through 529 plans
  • business owners preparing succession or exit strategies

Brooks Financial

Investing

Durham, NC

Brooks Financial offers investment, retirement, IRA, college, estate, and insurance planning through Leonard J. Brooks, a ChFC® Investment Advisor Representative.

  • Retirement investment and distribution planning
  • Clients comparing Traditional, Roth, SEP, SIMPLE, or educational IRAs
  • 401(k) and 403(b) planning

David Nichols - Ameriprise Financial Services

Investing

Durham, NC

Sullivan Wealth Management offers personalized financial planning and investment advice with access to Ameriprise's investment research and secure online account tools.

  • clients seeking personalized financial planning based on individual goals
  • investors wanting ongoing market and economic analysis
  • retirement planning discussions

Edward Jones

Investing

Durham, NC

Oak Crest Wealth Management provides retirement, estate, insurance, and business succession planning through offices in Arkansas and Oklahoma.

  • retirement income planning
  • families planning college savings through 529 plans
  • business owners preparing succession or exit strategies

Edward Jones - Financial Advisor: Andrew L Turner Iv

Investing

Durham, NC

Oak Crest Wealth Management provides retirement, estate, insurance, and business succession planning through offices in Arkansas and Oklahoma.

  • retirement income planning
  • families planning college savings through 529 plans
  • business owners preparing succession or exit strategies

Fidelity Investments

Investing

Morrisville, NC

They provide title insurance and settlement services, holding the number-one or number-two market position in 39 states.

  • Residential property purchases requiring title insurance
  • Residential refinancing requiring title insurance
  • Commercial real estate transactions requiring title insurance

Morgan Stanley Durham

Investing

Durham, NC

Morgan Stanley provides institutional securities, wealth management, and investment management through 80,000 employees across 42 countries.

  • institutional investment banking and capital markets needs
  • wealth management for individuals and families
  • investment management across public and private markets

Timothy Martin Dyess - Ameriprise Financial Services

Investing

Durham, NC

Sullivan Wealth Management offers personalized financial planning and investment advice with access to Ameriprise's investment research and secure online account tools.

  • clients seeking personalized financial planning based on individual goals
  • investors wanting ongoing market and economic analysis
  • retirement planning discussions

Nancy Williams, Senior Financial Services Representative

Investing

Durham, NC

Carolina Capital Solutions provides retirement planning, investment management, insurance guidance, and budgeting services for families and small business owners.

  • small business owners seeking retirement plan solutions
  • families planning for retirement and college costs
  • individuals seeking investment advice based on goals and risk tolerance

SJF Ventures

Investing

Durham, NC

SJF Ventures supports high-growth impact companies and has invested in over 90 ventures since beginning impact investing in 1999.

  • Companies with proven customer validation and more than $1 million in annualized revenue
  • Later-stage businesses seeking growth capital
  • Clean energy and electrification companies

Onyx Wealth Management

Investing

Durham, NC

Onyx Wealth Management is a fee-only fiduciary RIA offering custom portfolio management and holistic financial planning.

  • Clients seeking fee-only fiduciary investment advice
  • Investors needing custom diversified portfolio management
  • Retirees needing income, Social Security, Medicare, or RMD planning

Other categories in Durham

Investing in nearby counties

FAQ

How much does a financial advisor in Durham charge?

Fees may be charged as a percentage of assets, hourly or flat planning fees, commissions, or a combination. The supplied listings do not publish local pricing, so ask for the advisory fee, investment expenses, account minimum, and any commissions before opening an account.

What credentials should I check before hiring an investment advisor?

Check whether the individual or firm is registered with the SEC or FINRA and review Form ADV or BrokerCheck records. A CFP® designation can be relevant for comprehensive planning; the Edward Jones listings include CFP® and FINRA Series 7 and Series 66 registrations in their supplied credentials.

How long does a financial plan usually take?

The timeline depends on the complexity of your finances and how quickly you provide documents. Retirement, estate, insurance, college-savings, or business-succession planning generally requires more information and meetings than a simple investment review.

Do I need an advisor for an urgent investment decision?

Routine planning is usually better handled through a scheduled review of goals, risk, taxes, and time horizon. For urgent situations such as a suspected account compromise or unauthorized transaction, contact the financial institution immediately and follow its security and reporting procedures.