Financial advisors and lenders · North Carolina

Financial advisors and lenders in Mooresville, NC

98 financial advisors in Mooresville with phone numbers, 37 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Mooresville list freeSee a sample
98
businesses
100%
have a phone number
38%
have an email address (37)
—
average Google rating
Sample

A sample of financial advisors and lenders in Mooresville

Twelve of the 98 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Corriher & MichaelFinancial Service; Legal Service—Yes(704) •••-••••Available
Karp Financial StrategiesFinancial Planner—Yes(704) •••-••••Available
Edward Jones - Financial Advisor: Patrick A NielsenFinancial Service; Legal Service—Yes(704) •••-••••Available
Edward Jones - Financial Advisor: Janice D Lowrance, AAMS®|CRPC®Financial Service; Legal Service—Yes(704) •••-••••Available
Wheeler & Company CPA PCFinancial Service; Legal Service—Yes(704) •••-••••Available
Edward Jones - Financial Advisor: Ron CeccariniFinancial Service; Legal Service—Yes(704) •••-••••Available
Central Carolina Insurance AgencyFinancial Service; Legal Service—Yes(704) •••-••••Available
Ray A Hayes II PAFinancial Service; Legal Service—Yes(704) •••-••••Available
Movement Mortgage, 39179 - Mark Rawls, 108449Financial Service; Legal Service—Yes(704) •••-••••Available
Smith FinancialFinancial Planner—Yes(704) •••-••••Available
Nationwide Insurance : Andrew ReynoldsFinancial Service; Legal Service—Yes(704) •••-••••Available
Amy Ramsey - CMG Financial MortgageLoans Agency—Yes(704) •••-••••Available

Showing 12 of 98. Data refreshed October 2026.

The market

What Mooresville'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; 98 have no rating yet — prime prospects for review and reputation services.
17 (17%) have no website listed — a ready-made list for web design and SEO offers.
36% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service46
  • Financial Planner15
  • Loans Agency12
  • Financial Service5
  • Insurance Agency; Financial Service; Legal Service5
  • Real Estate Agency; Financial Service; Legal Service4

Area codes

  • (704)87
  • (980)3
  • (843)2
  • (828)1
  • (984)1
  • (919)1
Playbook

How to sell to financial advisors in Mooresville

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 Mooresville financial advisors leads

How many financial advisors and lenders in Mooresville, NC are in the database?
98 financial advisors and lenders in Mooresville, NC, as of October 2026. 98 of them have a phone number and 37 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 Mooresville list of 98 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, NCDurham, NCWilmington, NCCary, NCWinston-Salem, NCAsheville, NCAll financial advisors and lenders →

Other businesses in Mooresville

RestaurantsSalons and spasAuto repair shopsReal estate officesEverything in Mooresville →

Start calling Mooresville financial advisors today

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

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