Carolina Wealth Management, Inc.
Carolina Wealth Management, Inc. (CRD# 131393) is a financial advisory firm headquartered in Greenville, NC. They manage $215,962,326 in 853 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management216MILLION
Total Number of Accounts853ACCOUNTS
Average Account Value$253,180
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jonathan Blackwell (CRD# 5023105) is an Investment Advisor Representative working at Carolina Wealth Management, Inc. in Greenville, NC and has over 12 years of experience in the finance industry. Jonathan Blackwell 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.
Thomas Meyer (CRD# 5299318) is an Investment Advisor Representative working at Carolina Wealth Management, Inc. in Greenville, NC and has over 10 years of experience in the finance industry.
David Damm (CRD# 3090486) is an Investment Advisor Representative working at Carolina Wealth Management, Inc. in Greenville, NC and has 1 year of experience in the finance industry.