Financial advisors and lenders · North Carolina

Financial advisors and lenders in Durham, NC

247 financial advisors in Durham with phone numbers, 79 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Durham list freeSee a sample
247
businesses
100%
have a phone number
32%
have an email address (79)
—
average Google rating
Sample

A sample of financial advisors and lenders in Durham

Twelve of the 247 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Gordon Asset Management, LLCFinancial Service; Legal Service; Business Service—Yes(919) •••-••••Available
Movement Mortgage - Sara Hudgins,114368Financial Service; Legal Service—Yes(252) •••-••••Available
Movement Mortgage - Rob Howell,589374Financial Service; Legal Service—Yes(919) •••-••••Available
Edward Jones - Financial Advisor: Dan BayaitFinancial Service; Legal Service—Yes(919) •••-••••Available
NK Patent LawLaw Office; Financial Service; Legal Service—Yes(919) •••-••••Available
The Insurance Center Of DurhamFinancial Service; Legal Service—Yes(919) •••-••••Available
Pinnacle FundingLoans Agency—Yes(919) •••-••••Available
Edward Jones - Financial Advisor: Rodney E Hooks Jr, AAMS®Financial Service; Legal Service—Yes(919) •••-••••Available
North Star Resource GroupFinancial Planner—Yes(919) •••-••••Available
Sycamore Financial PlanningFinancial Planner—Yes(919) •••-••••Available
Hernandez Law Firm, PLLCFinancial Service; Legal Service—Yes(919) •••-••••Available
Signarama Durham Chapel Hill RTPFinancial Service; Legal Service; Design Studio—Yes(919) •••-••••Available

Showing 12 of 247. Data refreshed October 2026.

The market

What Durham's financial advisors look like

0% of rated financial advisors here hold 4.5★ or better — there is room for businesses that push for reviews.
0 carry a perfect 5.0★ rating; 247 have no rating yet — prime prospects for review and reputation services.
55 (22%) have no website listed — a ready-made list for web design and SEO offers.
33% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service113
  • Financial Planner67
  • Loans Agency20
  • Financial Service9
  • Insurance Agency; Financial Service; Legal Service6
  • Financial Service; Legal Service; Business Service6

Area codes

  • (919)219
  • (984)6
  • (888)4
  • (866)3
  • (252)2
  • (704)2
Playbook

How to sell to financial advisors in Durham

Financial planners, wealth managers, mortgage brokers and lenders. They sell on trust and referrals, and buy compliant marketing and client tools.

Who sells to financial advisors

  • Compliant marketing and SEO agencies
  • CRM and financial-planning software
  • Lead vendors
  • Compliance and archiving tools
  • Professional liability insurance

What keeps owners up at night

  • Steady new-client flow
  • Compliance around marketing
  • Rate-driven swings (mortgage)
  • Client communication at scale
When to reach themMid-morning on weekdays.
The angle that worksNew households and referrals, delivered within compliance rules.
Reaching out in the USB2B cold email is governed by CAN-SPAM: honest headers and subject lines, a physical address and an opt-out you honor. Phone outreach has its own rules, especially for cell phones. Read our CAN-SPAM guide and cold-calling rules before you start.
FAQ

Questions about Durham financial advisors leads

How many financial advisors and lenders in Durham, NC are in the database?
247 financial advisors and lenders in Durham, NC, as of October 2026. 247 of them have a phone number and 79 have an email address.
How much does it cost to get these leads?
Every account starts with 25 free credits. Unlocking a contact (phone and email together) costs 1 credit. The Starter plan is $39/month for 2,500 credits — about 1.6¢ a contact — so the whole Durham list of 247 costs less than one month of Starter. See pricing.
Can I export the list to a dialer or CRM?
Yes. Unlocked contacts export to CSV, Excel or JSON with phone, email, website, address, category and rating, ready for any dialer or CRM.
Where does the data come from?
From public business listings — the same information financial advisors publish so customers can find them — cleaned, de-duplicated by phone number and refreshed regularly. Businesses can ask to be removed at any time.

Financial advisors and lenders in other cities

Charlotte, NCRaleigh, NCGreensboro, NCWilmington, NCCary, NCWinston-Salem, NCAsheville, NCFayetteville, NCAll financial advisors and lenders →

Other businesses in Durham

Construction companiesDental clinicsLaw firmsMedical clinicsRestaurantsCafes and bakeriesBars and breweriesSalons and spasGyms and fitness studiosAuto repair shopsCar dealershipsReal estate officesVets and pet businessesDaycares, tutors and schoolsMarketing agenciesConsultantsSoftware companiesEverything in Durham →

Start calling Durham financial advisors today

25 free credits, no card. Search "financial advisors in Durham" and unlock your first 25 contacts.

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