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24-Hour Financial Advisors in Kannapolis, NC — Always Available
Emergencies don't keep business hours. These financial advisors in Kannapolis are available 24 hours a day, 7 days a week — including holidays.
As of June 2026, RatingsNearMe ranks 7 financial advisors in Kannapolis, NC by verified customer ratings and review volume. The highest-rated is Meeks Financial Group - Raymond James with a 5.0-star rating from 3 verified reviews. Also in the top tier: Edward Jones - Financial Advisor: Bo Richardson, CFP®|AAMS® and Victory Wealth Management, Inc.. The average rating across all listed financial advisors in Kannapolis is 4.8 stars from 3 reviews per business on average.
Financial advisors in Kannapolis typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
7
Businesses listed
4.8★
Avg rating
3
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Meeks Financial Group - Raymond James
313 S Main St #100, Kannapolis, NC 28081, USA
Edward Jones - Financial Advisor: Bo Richardson, CFP®|AAMS®
6001 Gateway Center Dr Suite 107, Kannapolis, NC 28081, USA
Victory Wealth Management, Inc.
603 N Main St, China Grove, NC 28023, USA
Financial Advisors Rankings in Kannapolis, NC
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Meeks Financial Group - Raymond James313 S Main St #100, Kannapolis, NC 28081, USA | 5.0★ | 3 |
| #2 | Edward Jones - Financial Advisor: Bo Richardson, CFP®|AAMS®6001 Gateway Center Dr Suite 107, Kannapolis, NC 28081, USA | 5.0★ | 3 |
| #3 | Victory Wealth Management, Inc.603 N Main St, China Grove, NC 28023, USA | 5.0★ | 3 |
| #4 | Edward Jones - Financial Advisor: Raja Reslan, CFP®|CFA®10070 Edison Square Dr NW Suite 103, Concord, NC 28027, USA | 5.0★ | 2 |
| #5 | Level Point Financial1660 Dale Earnhardt Blvd, Kannapolis, NC 28083, USA | 5.0★ | 2 |
| #6 | Edward Jones - Financial Advisor: Lex Fennell143 Union St S, Concord, NC 28025, USA | 3.7★ | 3 |
| #7 | Edward Jones - Financial Advisor: Chad M Epting360 Exchange St NW Ste 104, Concord, NC 28027, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Kannapolis
Edward Jones - Financial Advisor: Raja Reslan, CFP®|CFA®
10070 Edison Square Dr NW Suite 103, Concord, NC 28027, USA
Level Point Financial
1660 Dale Earnhardt Blvd, Kannapolis, NC 28083, USA
Edward Jones - Financial Advisor: Lex Fennell
143 Union St S, Concord, NC 28025, USA
Edward Jones - Financial Advisor: Chad M Epting
360 Exchange St NW Ste 104, Concord, NC 28027, USA
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Frequently Asked Questions — Financial Advisors in Kannapolis
What is a fiduciary financial advisor and why does it matter in Kannapolis?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Kannapolis, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Kannapolis?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: June 1, 2026.
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