Clearview Wealth Management
Clearview Wealth Management (CRD# 166812) is a financial advisory firm headquartered in Charlotte, NC. They manage $148,000,000 in 531 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management148MILLION
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Total Number of Accounts531ACCOUNTS
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Average Account Value$278,719
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
NC, SC
Treven Ayers (CRD# 2405905) is an Investment Advisor Representative working at Clearview Wealth Management in Charlotte, NC and has over 29 years of experience in the finance industry.
William Clark (CRD# 4853066) is an Investment Advisor Representative working at Clearview Wealth Management in Charlotte, NC and has 1 year of experience in the finance industry.
Cheryl Sherrard (CRD# 4853040) is an Investment Advisor Representative working at Clearview Wealth Management in Charlotte, NC and has 1 year of experience in the finance industry.