Addison DascombeCRD Number: 6506095
Current Firm: New Republic Partners
Addison Dascombe (CRD# 6506095) is an Investment Advisor Representative working at New Republic Partners in Charlotte, NC and has over 2 years of experience in the finance industry.
Moore Investment Partners, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|New Republic Capital, LLC||Charlotte, NC||Apr 2021 - Current||2|
|New Republic Bank||Charlotte, NC||Apr 2021 - Current||2|
|Regions Bank||Raleigh, NC||Jun 2018 - Apr 2021||2|
|Aj Wealth||New York, NY||Jun 2013 - May 2018||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2021|
Total Assets Under Management1,625MILLIONS
Total Number of Accounts486ACCOUNTS
Average Account Value$3,343,661
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
FL, GA, MI, NC, SC, TN, TX
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