Carolinas Wealth Consulting LLC
Carolinas Wealth Consulting LLC (CRD# 300003) is a financial advisory firm headquartered in Charlotte, NC. They manage $1,335,643,108 in 1,873 accounts and serve the financial needs of clients across 13 states (or territories).
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Total Assets Under Management1,336MILLION
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Total Number of Accounts1,873ACCOUNTS
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Average Account Value$713,104
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
CA, FL, GA, MA, MD, NC, NJ, NY, OH, SC, TN, TX, VA
Richard Austin (CRD# 6113867) is an Investment Advisor Representative working at Carolinas Wealth Consulting LLC in Charlotte, NC and has over 10 years of experience in the finance industry.
George Edmiston (CRD# 1031212) is an Investment Advisor Representative working at Carolinas Wealth Consulting LLC in Charlotte, NC and has over 42 years of experience in the finance industry.
Jeanne Fritchley (CRD# 2831489) is an Investment Advisor Representative working at Carolinas Wealth Consulting LLC in Charlotte, NC and has over 27 years of experience in the finance industry.
Christopher Grogan (CRD# 3201211) is an Investment Advisor Representative working at Carolinas Wealth Consulting LLC in Charlotte, NC and has over 23 years of experience in the finance industry.
Nargiz Kambarova (CRD# 6366592) is an Investment Advisor Representative working at Carolinas Wealth Consulting LLC in Charlotte, NC and has over 8 years of experience in the finance industry.
Lyric Martin (CRD# 4267964) is an Investment Advisor Representative working at Carolinas Wealth Consulting LLC in Charlotte, NC and has 1 year of experience in the finance industry.
Bridget McDermott (CRD# 6344026) is an Investment Advisor Representative working at Carolinas Wealth Consulting LLC in Charlotte, NC and has over 8 years of experience in the finance industry.
Lyle Mutter (CRD# 6608502) is an Investment Advisor Representative working at Carolinas Wealth Consulting LLC in Charlotte, NC and has over 5 years of experience in the finance industry.
Robert Shaw (CRD# 6729700) is an Investment Advisor Representative working at Carolinas Wealth Consulting LLC in Charlotte, NC and has over 5 years of experience in the finance industry.
Gregory Prince (CRD# 7162433) is an Investment Advisor Representative working at Carolinas Wealth Consulting LLC in Charlotte, NC and has over 4 years of experience in the finance industry.