Carolina Wealth Strategies, LLC
Carolina Wealth Strategies, LLC (CRD# 172231) is a financial advisory firm headquartered in Cary, NC. They manage $24,900,000 in 218 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Carolina Wealth Strategies, LLC
By the Numbers
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Total Assets Under Management25MILLION
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Total Number of Accounts218ACCOUNTS
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Average Account Value$114,220
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC
Financial Advisors at Carolina Wealth Strategies, LLC
No Advisor Found.
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