Carla SteeleCRD Number: 5180291
Current Firm: Strathmore Capital Advisors
Carla Steele (CRD# 5180291) is an Investment Advisor Representative working at Strathmore Capital Advisors in Statesville, NC and has over 15 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
3a Financial Group LLC
Raymond James Financial Services Advisors, Inc.
|Strathmore Capital Advisors||Charlotte, NC||Sep 2017 - Current||4|
|Norris, Stewart & Ralston, Pa||Statesville, NC||Oct 1988 - Current||33|
|Professional Advisory Service||Statesville, NC||Jul 2006 - Oct 2015||9|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2006|
Total Assets Under Management298MILLIONS
Total Number of Accounts767ACCOUNTS
Average Account Value$388,401
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
DC, NC, RI, SC, TX, VA
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