Investing in Surry, North Carolina

2 found · ← All categories in Surry

Updated October 31, 2026

Edward Jones - Financial Advisor: Barry K Revis

Investing

Elkin, 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: Doug Draughn

Investing

Mount Airy, 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

Other categories in Surry

Investing in nearby counties

FAQ

What should I ask about investment-advisor fees?

Ask for the written fee schedule, including planning fees, asset-based management fees, account charges, and any commissions or product expenses. No pricing information is provided in these listings.

What credentials are listed for these advisors?

The profiles list the CERTIFIED FINANCIAL PLANNER™ designation and FINRA Series 7, Series 66, and Series 24 registrations, along with the Accredited Asset Management Specialist designation.

Can an advisor help with a 529 college-savings plan?

Yes. College savings and 529 plans are listed specialties, along with retirement, estate, insurance, and asset-management planning.

What should I bring to an initial financial-planning meeting?

Bring recent account statements, income and tax information, debts, insurance details, expected retirement date, and specific goals such as college funding or business succession. The listed planning process begins with an introductory meeting followed by information gathering and preliminary planning.