Cardinal Wealth Partners, LLC

Cardinal Wealth Partners, LLC (CRD# 326142) is a financial advisory firm headquartered in Chapel Hill, NC. They manage $9,632,027 in 30 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1340 Environ Way, Chapel Hill, NC 27517
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $321,068
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
The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Cardinal Wealth Partners, LLC
Showing 1 - 1 of 1 top financial advisors.
1
John Young, financial advisor Chapel Hill NC
John W. Young
CRD#: 3014423
1340 Environ Way, Chapel Hill, NC 27517

John Young (CRD# 3014423) is an Investment Advisor Representative working at Cardinal Wealth Partners, LLC in Chapel Hill, NC and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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