Falcon Financial

Falcon Financial (CRD# 160615) is a financial advisory firm headquartered in Salisbury, NC. They manage $64,307,569 in 483 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
200 Statesville Blvd, #1001, Salisbury, NC 28144
https://www.linkedin.com/in/seth-waller-a970b01b/
By the Numbers
  • Total Assets Under Management
    64
    MILLION
  • Total Number of Accounts
    483
    ACCOUNTS
  • Average Account Value
    $133,142
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
The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Falcon Financial
Showing 1 - 2 of 2 top financial advisors.
1
Seth Waller, financial advisor Salisbury NC
Seth D. Waller
CRD#: 5543333
200 Statesville Blvd, #1001, Salisbury, NC 28144

Seth Waller (CRD# 5543333) is an Investment Advisor Representative working at Falcon Financial in Salisbury, NC and has over 15 years of experience in the finance industry.

2
Russ Adams, financial advisor Salisbury NC
Russ M. Adams
CRD#: 7615011
200 Statesville Blvd, #1001, Salisbury, NC 28144

Russ Adams (CRD# 7615011) is an Investment Advisor Representative working at Falcon Financial in Salisbury, NC and has 1 year of experience in the finance industry.

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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