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Investment Companies in Lexington, NCComprehensive list of Lexington, North Carolina based firms, advisors and managers offering personal and business investment services. |
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| LSB Investment Service | ![]() | (336) 248-8400 |
At NewBridge Bank you will find the friendly, comfortable service of a community bank and an assortment of banking solutions that will simplify your life. NewBridge Bank supplies products and services that make your money work for you. Whether you're a sole proprietor, a tiny business, or a not-for-profit organization, NewBridge Bank supplies the best solution for your specific requirements. www.newbridgebank.com 29 West Cnter Strt, 27292 | ![]() |
| Compass Wealth MGMT | ![]() | (704) 633-5880 |
16.27 milesCompass Wealth Management is a complete financial services company dedicated to helping our customers improve their long-term financial success. Our customized programs are created... www.compasswealth.net 1809 Brenner Avn # 103, 28144 | ![]() |
| C F Parks | ![]() | (704) 637-6011 |
16.27 milesOver the past twenty five years, customers have depended upon our expertise to understand the most important financial objectives in their lives. At the core of C.F. Parks & Company... www.cfparks.com 1932 South Main Strt, 28144 | ![]() |
| F & M Investment Service | ![]() | (704) 637-3236 |
16.27 milesIf you are a resident of North Carolina or South Carolina, someone at F&M Investment Services would be pleased to supply access to investment products and services. Securities and insurance... www.fminvestments.com 225 North Main Str # 101, 28144 | ![]() |
| Southern Community Bank & TRST | ![]() | (336) 883-3969 |
16.59 milesWelcome to a bank that is big on being tiny -- The same individual and business financial products and services you will find at much bigger banks. A focus on client service and individual... www.smallenoughtocare.com 2541 Eastchester Drv, 27265 | ![]() |
| Salem Investment Counselours | ![]() | (336) 768-7230 |
17.60 milesSALEM INVESTMENT COUNSELORS. - An SEC Registered Investment Advisor delivering the complete array of investment management solutions to high-net-worth individuals, endowments, non-profit... www.saleminvestment.com 480 Shepherd St, 27103 | ![]() |
| Mayhew Asset Management | ![]() | (336) 721-0304 |
17.60 milesOur aim at Mayhew Asset Management is to make and save money for our customers. Surprisingly, that simple objective is what sets us apart from traditional wealth management firms. In... www.mayhewinvestments.com 508 Westover Avenue, 27104 | ![]() |
| Columbia Partners | ![]() | (336) 358-3288 |
30.98 milesColumbia Partners is an independent registered investment advisor headquartered in Washington, DC. We provide an array of investment strategies to a broad array of customers. Our vision... columbiaptrs.com 300 North Greene St # 2150, 27401 | ![]() |
| Pilot Financial Advisors | ![]() | (336) 272-9712 |
30.98 milesMarket data delayed per exchange rules. All quotes are in US Eastern Time EST. Educate yourself on a range of financial topics. A host of financial tools to help you. Financial aims... pilotfa.com 1010 North Elm Str, 27401 | ![]() |
| Jonathan Smith | ![]() | (336) 272-9488 |
30.98 milesJonathan Smith & Co. is a practice of experienced investment specialists specializing in multigenerational wealth management. Whether you are thinking about education for your kids... www.jonathansmith.com 128 East Fisher Avnue, 27401 | ![]() |
| Fairview Financial | ![]() | (704) 916-7646 |
52.88 milesWelcome Fairview Financial is a registered investment advisory firm situated in the SouthPark area of Charlotte, NC and is the operating firm for my investment advisory services. I... fairviewfinancial.com 6100 Fairview Rd, 28210 | ![]() |
| Synergy Investment Group | ![]() | (704) 333-7637 |
52.88 milesSynergy is the 1st independent nationwide brokerage company to effectively merge the benefits of your complete service broker and the advantages of an online broker. Synergy provides... www.synergyinvestments.com 8320 University Exec Prk Suite 110, 28262 | ![]() |
| US Land Investment | ![]() | (704) 442-2525 |
52.88 milesWe supply expert commercial and domestic land development, investment and finance in the fastest-growing metro areas of the Southeastern US, including Charlotte, Greenville/Spartanburg,... www.uslandinvestments.com 4521 Sharon Rd, 28211 | ![]() |
| Wedge Capital Management | ![]() | (704) 334-6475 |
52.88 milesWEDGE Capital Management L.L.P., was established in 1984 to manage stock, bond and balanced portfolios in a consistent, disciplined, value-oriented manner. We are independently owned... wedgecapital.com 301 South College St # 2920, 28202 | ![]() |
| Duvall Investment Group | ![]() | (704) 731-5560 |
52.88 milesEstablished in 1983, Duvall Investment Group., AMO as a subsidiary of Commercial Real Estate Company purchases, renovates, repositions and manages commercial properties and supplies... duvallonline.com 212 S Tryon Strt, 28281 | ![]() |
| Rinehart & Associates | ![]() | (704) 374-0646 |
52.88 milesRinehart & Associates is a Fee-Only registered investment advisor providing comprehensive financial planning and investment management solutions to aid customers achieve their life... www.rinehartassociates.com 521 E Morehead Strt Ste 580, 28202 | ![]() |
| Investor Advisory Group | ![]() | (704) 366-1120 |
52.88 milesEstablished in 1987 in Charlotte, NC, Investor Advisory Group is a fee-only registered investment advisory company. Emphasizing individual service, we work with customers to evolve... www.investoradvisorygroup.com 421 South Sharon Amity Rd # A, 28211 | ![]() |
| Portfolio Capital Management | ![]() | (704) 552-0073 |
52.88 milesEstablished in 1981 by R. Hatten Hodges and Marc J. Durica to provide quality investment management with a higher level of individual service. Providing quality investment and wealth... www.portfoliocapital.com 5950 Fairview Rd # 610, 28210 | ![]() |
| JTM Investments | ![]() | (704) 358-8084 |
52.88 milesJTM Investments - delivering unique research services to provide our customers an edge in today's volatile and difficult trading environment! JTM Investments is a registered Introducing... www.jtminvest.com 200 Providence Rd # 103, 28207 | ![]() |
| Lmc Capital | ![]() | (704) 943-2600 |
52.88 milesLMC Capital is a boutique investment banking company focused exclusively on the insurance industry. We supply a huge array of investment banking services regionally, nationally, and... lmccapital.com 6525 Morrison Boul # 350, 28211 | ![]() |
| Westend Advisors | ![]() | (704) 556-9300 |
52.88 milesWestEnd Advisors is a private, independently-owned investment advisory company located in Charlotte, North Carolina. WestEnd's flagship portfolio is our U.S. Large-Cap Core Equity Portfolio,... westendadvisors.com 4064 Colony Rd # 130, 28211 | ![]() |
| Hapnel Capital Management | ![]() | (704) 568-9246 |
52.88 milesHapnel Capital Management. is a North Carolina-based financial planning and investment research company established in 1997 to aid individuals and tiny businesses manage financial resources... hapnelcapital.com 4037 East Independence Boulevard # 104, 28205 | ![]() |
| Golden Capital Management | ![]() | (704) 593-1144 |
52.88 milesGolden Capital Management specializes in core equity management for institutional and high net worth investors. The company was set up in 1999 and is located in Charlotte, NC. gcm1.com 10715 David Taylor Dr, 28262 | ![]() |
| Capital Management Of The Carolinas | ![]() | (704) 332-3131 |
52.88 milesBlackHawk Capital Management is an alternative investment director operating specialized funds for sophisticated investors. BlackHawk was established in 2003 to provide investors access... www.blackhawkequity.com 1520 S Boulevard, 28203 | ![]() |
| Cornerstone Investment Service | ![]() | (704) 844-1020 |
55.52 milesUsing years of in-depth experience, AdvisorSquare offers financial specialists a dynamic online presence and all the necessary tools to connect and interact with their Internet-savvy... cornerstoneinvestment.com 1020 Antioch Woods Dr, 28104 | ![]() |
| Jackson & Smith | ![]() | (704) 865-9546 |
65.25 milesJackson & Smith Investment Securities is a complete service investment company situated in Gastonia, North Carolina. We are family owned and have been servicing the Gastonia community... jacksonandsmith.com 275 West Main Aven, 28052 | ![]() |
| Oak Value Capital Management | ![]() | (919) 419-1900 |
76.66 milesOak Value's investment approach focuses on investing in nice businesses, with nice management, purchased at attractive prices. We manage personal portfolios for institutions and high... www.oakvalue.com 3100 Tower Blvd # 700, 27707 | ![]() |
| Gordon Asset Management | ![]() | (919) 313-6650 |
76.66 milesYou didn't achieve your wealth by accident, so why leave your financial liberty to chance? Gordon Asset Management is a holistic asset management firm focused on three distinct areas... www.gamria.com 1007 Slater Road # 200, 27703 | ![]() |
| Aspera Financial | ![]() | (919) 622-2076 |
82.46 milesAspera Financial is a supplier of professional, independent, fee-only investment management services. Aspera is a trusted asset director for individuals, families, and other investment... We've been very happy with Ken and Aspera. He's been easy and enjoyable to work with, and he's done a www.asperafinancial.com | ![]() |
| International Institute-Trdng | ![]() | (919) 852-3994 |
82.46 milesDr. Van K Tharp In the unique arena of professional trading coaches and consultants, Van K. Tharp stands out as an international leader in trading education. Dr. Tharp offers unique... www.iitm.com 102 Commonwealth Ct # A, 27511 | ![]() |
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- Salisbury NC - 16.3 mi
- High Point NC - 16.6 mi
- Winston Salem NC - 17.6 mi
- Greensboro NC - 31.0 mi
- Charlotte NC - 52.9 mi
- Matthews NC - 55.5 mi
- Gastonia NC - 65.3 mi
- Durham NC - 76.7 mi
- Cary NC - 82.5 mi
- Raleigh NC - 90.5 mi
- Fayetteville NC - 93.9 mi












