Cape Fear Securities, Inc.
Cape Fear Securities, Inc. (CRD# 156359) is a financial advisory firm headquartered in Fayetteville, NC. They manage $14,000,000 in 40 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management14MILLION
Total Number of Accounts40ACCOUNTS
Average Account Value$350,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Joseph Jackson (CRD# 2351290) is an Investment Advisor Representative working at Cape Fear Securities, Inc. in Fayetteville, NC and has over 25 years of experience in the finance industry. Joseph Jackson 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.
Julia Shaw (CRD# 3023854) is an Investment Advisor Representative working at Cape Fear Securities, Inc. in Fayetteville, NC and has over 20 years of experience in the finance industry.