Be advised. This firm is no longer registered.

Executive Financial Resources, Inc.

Executive Financial Resources, Inc. (CRD# 118326) is a financial advisory firm headquartered in North Wilkesboro, NC. They manage $18,095,445 in 60 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
85-a Boone Trail, North Wilkesboro, NC 28659
https://www.efrnc.com
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    60
    ACCOUNTS
  • Average Account Value
    $301,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Executive Financial Resources, Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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