Best Stock Broker Cary Near Me

4worldlovers:
Carefully consider the investment objectives, risks, charges and expenses before investing. A prospectus, obtained by calling 800-669-3900, contains this and other important information about an investment company. Read carefully before investing.


TD Ameritrade was evaluated against 14 other online brokers in the 2022 StockBrokers.com Online Broker Review. The firm was rated #1 in the categories "Platforms & Tools" (11 years in a row), "Desktop Trading Platform: thinkorswim" (10 years in a row), "Active Trading" (2 years in a row), "Options Trading," "Customer Service," and "Phone Support." TD Ameritrade was also rated Best in Class (within the top 5) for "Overall Broker" (12 years in a row), "Education" (11 years in a row), "Commissions & Fees" (2 years in a row), "Offering of Investments" (8 years in a row), "Beginners" (10 years in a row), "Mobile Trading Apps" (10 years in a row), "Ease of Use" (6 years in a row), "IRA Accounts" (3 years in a row), "Futures Trading" (3 years in a row), and "Research" (11 years in a row). Read the full article.


ETFs can entail risks similar to direct stock ownership, including market, sector, or industry risks. Some ETFs may involve international risk, currency risk, commodity risk, leverage risk, credit risk and interest rate risk. Trading prices may not reflect the net asset value of the underlying securities. Commission fees typically apply.


Market volatility, volume and system availability may delay account access and trade executions.


†Applies to US exchange listed stocks, ETFs, and options. A $0.65 per contract fee applies for options trades.


A rollover is not your only alternative when dealing with old retirement plans. Learn more about rollover alternatives.

4worldlovers: I learned many things in my time as a Boy Scout, but one has stuck with me and continues to resonate in everything I do: Leave things better than you found them. I try to take this approach in every aspect of my daily life, both in the office and out.

After graduating from UNC Chapel Hill, my first job was with a small local business. There, I learned about the dedication it takes to achieve one's goals and it became my dream to build a business of my own. In 2000, I joined Edward Jones and my dreams and passions – running a business, investing and improving the world around me – became a meaningful career.

For over two decades, I have found purpose in partnering with clients to improve their lives and help them achieve the things that matter most to them. I have built my practice by treating clients as I want to be treated – a simple idea that still makes sense in today's complex marketplace. I believe it's important to invest my time to understand what you're working toward before you invest your money, and understand your unique goals and values before building financial strategies tailored to your needs.

My branch team includes Sr. Branch Office Administrator Carolyn Churchill and Registered Branch Associate Heather Oakley, whose combined experience with the firm totals nearly 30 years of service. We provide attentive, highly-personalized service to every client, building deep, trusted relationships partnering with them for the long term.

In what I feel is a true testament to the relationships we build and the service we provide, I am honored to share that in 2022 and 2023, my team and I were invited to attend Edward Jones' premier recognition conference, the Drucker Council, which recognizes the contributions and achievements of 75 of the most successful branch teams from the firm's more than 15,000.

I was also named to the 2022 Forbes Best-in-State Wealth Advisors ranking.*

4worldlovers:
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