1 North Wealth Services, LLC
1 North Wealth Services, LLC (CRD# 115948) is a financial advisory firm headquartered in Annapolis, MD. They manage $198,671,581 in 614 accounts and serve the financial needs of clients across 3 states (or territories).
-
Total Assets Under Management199MILLION
-
Total Number of Accounts614ACCOUNTS
-
Average Account Value$323,569
- 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
MD, PA, VA
James Brennan (CRD# 2717083) is an Investment Advisor Representative working at 1 North Wealth Services, LLC in Annapolis, MD and has over 24 years of experience in the finance industry. James Brennan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Marguerite Cook (CRD# 6719213) is an Investment Advisor Representative working at 1 North Wealth Services, LLC in Annapolis, MD and has over 5 years of experience in the finance industry. Marguerite Cook has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Mary Hughes (CRD# 5639055) is an Investment Advisor Representative working at 1 North Wealth Services, LLC in Annapolis, MD and has over 11 years of experience in the finance industry.
Kathryn Putek (CRD# 6142576) is an Investment Advisor Representative working at 1 North Wealth Services, LLC in Annapolis, MD and has over 7 years of experience in the finance industry.
Michael Shelby (CRD# 6278792) is an Investment Advisor Representative working at 1 North Wealth Services, LLC in Annapolis, MD and has over 8 years of experience in the finance industry.
John Milchling (CRD# 7265156) is an Investment Advisor Representative working at 1 North Wealth Services, LLC in Annapolis, MD and has 1 year of experience in the finance industry.