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North Carolina - Investment Advisory Service search results Premier Listings

Popular Investment Terms

Investing can be a great way to increase your wealth, so long as you approach the task correctly. Financial consultants can help you handle your wealth carefully. Following are some terms your investment advisory service may use.

  • Appreciation – Appreciation is a rise in how much an investment is worth.
  • Asset – An asset is something of value that could be readily exchanged for money. This item can be owned by a single person or by a group of people. Cars and houses are assets.
  • Certificates of Deposit – CDs are similar to bank accounts. Money is deposited into a CD for a predetermined time period. CDs are usually very safe investments.
  • Depreciation – Depreciation is a reduction in how much an investment is worth.
  • Dividend – A dividend is money distributed by a corporation to its shareholders. The amount paid to each person is based on past and current profit of the company and the number of shares the individual owns.
  • Mutual Fund – Mutual funds are combined investments. Multiple individuals pool their wealth and invest the combined amount in a variety of ventures. Stocks and bonds are common investment options for mutual funds. An advisory company often manages these large accounts.
  • Portfolio – A portfolio is all of the investment ventures owned by a person or group of people. Portfolios include investments such as stocks, bonds, and mutual funds. Many people hire financial consultants to help them manage their portfolios.
  • Principal – A principal is the initial money invested by a person or group of people. This initial investment is referred to as a capital sum. Knowing the capital sum you invested helps outline how much money has been earned or lost.
  • Return – Return refers to how much money was lost or gained in an investment.
    Investment Adviser Association
    Get superior advice from our experienced investment advisory service in the North Carolina area. We offer comprehensive views at your finances from our North Carolina area investment advisory service.
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    Jonathan W Smith Investments
    128 E Fisher Ave, Greensboro, NC 27401
    We supervise investments and advise people as they navigate challenges that accompany every season of life: retirement, ensuring continuity after the loss of a spouse, rolling over a 401(k), managing elder-parent finances, or providing a second opinion.
    (336) 272-9488
    Capital Financial Advisors
    1135 Kildaire Farm Rd, Cary, NC 27511
    A full-service financial and investment advisory company, offering services from a registered financial consultant. We assist with money management, retirement planning, and savings.
    (919) 650-3967
    JGM Wealth Management, LLC
    4 Cedar Knoll Court, Greensboro, NC 27407
    JGM Wealth Management, LLC is dedicated to providing fee-based financial planning, investment management services and strategic wealth planning to individual and small business clients.
    (336) 740-0239
    Two Tree Tango Inc
    3771 Ramsey Street, Suite 109-224, Fayetteville, NC 28311
    Expand your portfolio with our investment firm. For promising real estate investment opportunities, call (866) 643-3893 in Fayetteville, NC. Expand your portfolio with our investment firm. For promis
    (866) 643-3893
    Jan Arps' Traders' Toolbox
    3607 Friendly Acres Dr, Greensboro, NC 27410
    Get the tools you need to succeed in financial markets. Based in Greensboro, NC, we specialize in day trading and teaching you how to make money.
    (888) 881-1197
    128 S Tryon St, Charlotte, NC 28202
    (704) 295-0788
    Sentry Consulting Inc
    208 Manning Dr, Charlotte, NC 28209
    (704) 552-1970
    Golden Capital Management
    10715 David Taylor Dr Ste 400, Charlotte, NC 28262
    (704) 593-1144
    Decisionpoint International
    3420 Toringdon Way, Charlotte, NC 28277
    (704) 248-1111
    Hayden Harper
    1818 Lombardy Cir, Charlotte, NC 28203
    (704) 343-2445
    Ifg/Russell Advisors Inc
    521 E Morehead St, Charlotte, NC 28202
    (704) 333-6441
    Clausen Capital Management Inc
    1811 Sardis Rd N Ste 222, Charlotte, NC 28270
    (704) 847-8467
    Raymond James Financial Services
    6827 Fairview Rd Ste D, Charlotte, NC 28210
    (704) 442-0047
    Investor Advisory Group
    421 S Sharon Amity Rd Ste A, Charlotte, NC 28211
    (704) 366-1120
    Stephens Inc
    4521 Sharon Rd Ste 200, Charlotte, NC 28211
    (704) 442-5000

    Many people find that they need an investment advisory service to help them make informed decisions about the most effective ways to use their money. Investment advisory service professionals should be able to provide information about stocks, assets, securities, IRA growth funds, and other forms of wealth management. Some of the advisors focus on certain areas of wealth management and investments. For instance, stock brokers might know a lot about securities, capital gains, mutual funds, and trading stocks for financial growth, but they don't necessarily know as much managing assets through home equity, insurance, mortgages, and partnerships. In order to get that level of financial service, you will need to find an investment advisor who has experience with plans that included a broad variety of strategic investments. Before hiring a company to create an investment and wealth management plan for you, you will want to make sure that they have experience providing information that will help you keep as much of your money as possible instead of paying large portions to the IRS. Knowing how to protect dividends, capital gains growth, IRS funds, and liquid assets from taxes will help you save more money for the future. You also need to be sure that you can trust the advisory consultants that you hire. You can often learn about how well they have served their other clients by searching the internet for consumer forums. This will allow you to read reviews written by other people in your area, so you can learn from their experiences.
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