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.

Similar Advisors
Anne Abernethy, financial advisor Statesville NC
Anne B. Abernethy
CRD# 5433047
Wells Fargo Clearing Services, LLC
Similar Advisors
Adwowa Afenyi-Annan, financial advisor Statesville NC
Adwowa F. Afenyi-Annan
CRD# 4592855
3a Financial Group LLC
Similar Advisors
Robert Aiken, financial advisor Statesville NC
Robert E. Aiken
CRD# 2237594
Raymond James Financial Services Advisors, Inc.
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
  • Total Number of Accounts
  • Average Account Value
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


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.