Emerald Investment Partners, LLC

Emerald Investment Partners, LLC (CRD# 169584) is a financial advisory firm headquartered in Cary, NC. They manage $322,806,043 in 1,002 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    323
    MILLION
  • Total Number of Accounts
    1,002
    ACCOUNTS
  • Average Account Value
    $322,162
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NC, NH, NY, SC, TN, TX, VA, VI

Financial Advisors at Emerald Investment Partners, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Mark A. Bare
CRD#: 5377749
293 Olmsted Blvd 11b, Suite 7, Pinehurst, NC 28374
96
Wealthminder
score

Mark Bare (CRD# 5377749) is an Investment Advisor Representative working at Emerald Investment Partners, LLC in Pinehurst, NC and has over 10 years of experience in the finance industry. Mark Bare 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.

2
Michael L. Helms
CRD#: 1433744
220 North Main St., Suite 500, Greenville, SC 29601
96
Wealthminder
score

Michael Helms (CRD# 1433744) is an Investment Advisor Representative working at Emerald Investment Partners, LLC in Greenville, SC and has over 18 years of experience in the finance industry. Michael Helms 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.

3
Robert A. Leggett
CRD#: 3192764
1225 Crescent Green, Suite 210, Cary, NC 27518
96
Wealthminder
score

Robert Leggett (CRD# 3192764) is an Investment Advisor Representative working at Emerald Investment Partners, LLC in Cary, NC and has over 19 years of experience in the finance industry. Robert Leggett 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.

4
Scott J. Lord
CRD#: 2514101
1511 Sunday Drive Suite 214, Raleigh, NC 27607
96
Wealthminder
score

Scott Lord (CRD# 2514101) is an Investment Advisor Representative working at Emerald Investment Partners, LLC in Raleigh, NC and has over 23 years of experience in the finance industry. Scott Lord 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.

5
Clinton W. Sorenson
CRD#: 5393457
1225 Crescent Green, Suite 210, Cary, NC 27518
96
Wealthminder
score

Clinton Sorenson (CRD# 5393457) is an Investment Advisor Representative working at Emerald Investment Partners, LLC in Cary, NC and has over 10 years of experience in the finance industry.

6
Kenneth R. Bollinger
CRD#: 2461770
1225 Crescent Green, Suite 210, Cary, NC 27518
93
Wealthminder
score

Kenneth Bollinger (CRD# 2461770) is an Investment Advisor Representative working at Emerald Investment Partners, LLC in Cary, NC and has over 20 years of experience in the finance industry.

7
James T. Price
CRD#: 5167517
1225 Crescent Green, Suite 210, Cary, NC 27518
93
Wealthminder
score

James Price (CRD# 5167517) is an Investment Advisor Representative working at Emerald Investment Partners, LLC in Cary, NC and has over 11 years of experience in the finance industry.

8
Grier L. Rubeling
CRD#: 5398730
1225 Crescent Green, Suite 210, Cary, NC 27518
93
Wealthminder
score

Grier Rubeling (CRD# 5398730) is an Investment Advisor Representative working at Emerald Investment Partners, LLC in Cary, NC and has over 8 years of experience in the finance industry.

9
Ryan M. Uszenski
CRD#: 4726467
1225 Crescent Green, Suite 210, Cary, NC 27518
93
Wealthminder
score

Ryan Uszenski (CRD# 4726467) is an Investment Advisor Representative working at Emerald Investment Partners, LLC in Cary, NC and has over 14 years of experience in the finance industry.

10
Robert J. Wagler
CRD#: 5619708
293 Olmsted Blvd, Suite 4, Pinehurst, NC 28374
93
Wealthminder
score

Robert Wagler (CRD# 5619708) is an Investment Advisor Representative working at Emerald Investment Partners, LLC in Pinehurst, NC and has over 9 years of experience in the finance industry.

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