Bert May (CRD# 4445278) is an Investment Advisor Representative working at Queens Oak Advisors in Charlotte, NC and has over 15 years of experience in the finance industry.
CRD# 3089483
Prospera Financial Services, Inc.
Score
104
CRD# 2500734
Dalton Financial LLC
Score
103
CRD# 2082331
M Holdings Securities, Inc.
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Leaders Group | Littleton, CO | Jan 2014 - Current | 3 |
| Solamere Advisors | Charlotte, NC | Sep 2009 - Current | 7 |
| Learfield Communications, Inc. | Chapel Hill, NC | Sep 2009 - Current | 7 |
| Capital Guardian, LLC | Belmont, NC | Mar 2009 - Sep 2009 | < 1 |
| Capital Guardian Wealth Management | Belmont, NC | Mar 2009 - Sep 2009 | < 1 |
| Stanford Group Company | Charlotte, NC | Nov 2007 - Mar 2009 | 1 |
| Morgan Keegan & Company | Raleigh, NC | Sep 2001 - Nov 2007 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2001 |
- NC
- SC
-
Total Assets Under Management343MILLIONS
-
Total Number of Accounts630ACCOUNTS
-
Average Account Value$543,775
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, GA, MS, NC, SC, TX
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