Falcon Investments

Falcon Investments (CRD# 160615) is a financial advisory firm headquartered in Salisbury, NC. They manage $5,600,000 in 77 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
301 S. Main Street, Suite 130, Salisbury, NC 28144
http://www.falconinvesting.com
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    77
    ACCOUNTS
  • Average Account Value
    $72,727
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

NC

Financial Advisors at Falcon Investments
Showing 1 - 1 of 1 top financial advisors.
1
Seth Waller, financial advisor Salisbury NC
Seth D. Waller
CRD#: 5543333
301 S. Main Street, Suite 130, Salisbury, NC 28144
93
Wealthminder
score

Seth Waller (CRD# 5543333) is an Investment Advisor Representative working at Falcon Investments in Salisbury, NC and has over 8 years of experience in the finance industry.

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