Edward Nowell (CRD# 1739617) is an Investment Advisor Representative working at South Atlantic Capital Management Group, Inc. in Wilmington, NC and has over 14 years of experience in the finance industry.
CRD# 5248339
Tilia Fiduciary Partners, Inc.
CRD# 2774334
Lumina Wealth Management, LLC
CRD# 5582433
Old North State Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| South Atlantic Capital Management Group, Inc. | Wilmington, NC | Sep 1990 - Current | 33 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2010 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NC
- VA
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Total Assets Under Management53MILLIONS
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Total Number of Accounts112ACCOUNTS
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Average Account Value$474,021
- A percentage of assets under your management
- Performance-based fees
- 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
NC, VA
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