Carla Steele, financial advisor Statesville NC

Carla Steele

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Carla R. Steele
Phone Number: 704-364-4241
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    298
    MILLIONS
  • Total Number of Accounts
    767
    ACCOUNTS
  • Average Account Value
    $388,401
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

DC, NC, RI, SC, TX, VA

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