Great Lakes & Atlantic Wealth Management And Advisory Partners

Great Lakes & Atlantic Wealth Management And Advisory Partners (CRD# 170037) is a financial advisory firm headquartered in Charlotte, NC. They manage $1,503,922,430 in 6,386 accounts and serve the financial needs of clients across 21 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,504
    MILLION
  • Total Number of Accounts
    6,386
    ACCOUNTS
  • Average Account Value
    $235,503
Compensation Options
  • A percentage of assets under your management
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.

AL, AR, CA, CT, DC, FL, IL, MD, MI, MN, MS, NC, NJ, NY, OH, PA, PR, SC, TN, TX, VA

Financial Advisors at Great Lakes & Atlantic Wealth Management And Advisory Partners
Showing 1 - 10 of 61 top financial advisors.
1
Michael D. Hakerem
CRD#: 2601339
3616 National Drive, Suite 114, Raleigh, NC 27617
96
Wealthminder
score

Michael Hakerem (CRD# 2601339) is an Investment Advisor Representative working at Great Lakes & Atlantic Wealth Management And Advisory Partners in Raleigh, NC and has over 21 years of experience in the finance industry.

2
Clinton D. Martin
CRD#: 5287895
7 S. Bay View St. Suite C, Fairhope, AL 36532
96
Wealthminder
score

Clinton Martin (CRD# 5287895) is an Investment Advisor Representative working at Great Lakes & Atlantic Wealth Management And Advisory Partners in Fairhope, AL and has over 10 years of experience in the finance industry. Clinton Martin 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
Steven H. Moorin
CRD#: 1667065
Melbourne, FL
96
Wealthminder
score

Steven Moorin (CRD# 1667065) is an Investment Advisor Representative working at Great Lakes & Atlantic Wealth Management And Advisory Partners in Melbourne, FL and has over 30 years of experience in the finance industry. Steven Moorin 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
John W. Young
CRD#: 3014423
1340 Environ Way, Chapel Hill, NC 27517
96
Wealthminder
score

John Young (CRD# 3014423) is an Investment Advisor Representative working at Great Lakes & Atlantic Wealth Management And Advisory Partners in Chapel Hill, NC and has over 20 years of experience in the finance industry. John Young 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
Christopher M. Adirente
CRD#: 2410484
200 South Tryon Street, Suite 710, Charlotte, NC 28202
93
Wealthminder
score

Christopher Adirente (CRD# 2410484) is an Investment Advisor Representative working at Great Lakes & Atlantic Wealth Management And Advisory Partners in Charlotte, NC and has over 22 years of experience in the finance industry.

6
William D. Berger
CRD#: 2258317
200 South Tryon Street, Suite 710, Charlotte, NC 28202
93
Wealthminder
score

William Berger (CRD# 2258317) is an Investment Advisor Representative working at Great Lakes & Atlantic Wealth Management And Advisory Partners in Charlotte, NC and has over 5 years of experience in the finance industry.

7
Darla J. Cederberg
CRD#: 4914942
309 Osceola Street Se, Suite 105, Stuart, FL 34994
93
Wealthminder
score

Darla Cederberg (CRD# 4914942) is an Investment Advisor Representative working at Great Lakes & Atlantic Wealth Management And Advisory Partners in Stuart, FL and has over 13 years of experience in the finance industry.

8
Kim Dyson
CRD#: 5756701
1415 West 22nd Street Tower Floor, Oak Brook, IL 60523
93
Wealthminder
score

Kim Dyson (CRD# 5756701) is an Investment Advisor Representative working at Great Lakes & Atlantic Wealth Management And Advisory Partners in Oak Brook, IL and has over 7 years of experience in the finance industry.

9
Gary G. Garcia
CRD#: 5027185
Tampa, FL
93
Wealthminder
score

Gary Garcia (CRD# 5027185) is an Investment Advisor Representative working at Great Lakes & Atlantic Wealth Management And Advisory Partners in Tampa, FL and has over 11 years of experience in the finance industry.

10
Jon E. Gauthier
CRD#: 5397385
200 South Tryon Street, Suite 710, Charlotte, NC 28202
93
Wealthminder
score

Jon Gauthier (CRD# 5397385) is an Investment Advisor Representative working at Great Lakes & Atlantic Wealth Management And Advisory Partners in Charlotte, NC and has over 10 years of experience in the finance industry.

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