Investor Advisory Group

Investor Advisory Group (CRD# 106837) is a financial advisory firm headquartered in Charlotte, NC. They manage $100,928,846 in 392 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    101
    MILLION
  • Total Number of Accounts
    392
    ACCOUNTS
  • Average Account Value
    $257,472
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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, SC

Financial Advisors at Investor Advisory Group
Showing 1 - 5 of 5 top financial advisors.
1
Samuel G. Bomar
CRD#: 2235925
421 A South Sharon Amity Road, Charlotte, NC 28211
93
Wealthminder
score

Samuel Bomar (CRD# 2235925) is an Investment Advisor Representative working at Investor Advisory Group in Charlotte, NC and has over 24 years of experience in the finance industry.

2
Erskine L. Harkey
CRD#: 1638421
421 A South Sharon Amity Road, Charlotte, NC 28211
93
Wealthminder
score

Erskine Harkey (CRD# 1638421) is an Investment Advisor Representative working at Investor Advisory Group in Charlotte, NC and has over 29 years of experience in the finance industry.

3
David E. Barwick
CRD#: 5046240
421a South Sharon Amity Road, Charlotte, NC 28211
90
Wealthminder
score

David Barwick (CRD# 5046240) is an Investment Advisor Representative working at Investor Advisory Group in Charlotte, NC and has 1 year of experience in the finance industry. David Barwick 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
Edward K. Jackson
CRD#: 5949110
421-a South Sharon Amity Road, Charlotte, NC 28211
90
Wealthminder
score

Edward Jackson (CRD# 5949110) is an Investment Advisor Representative working at Investor Advisory Group in Charlotte, NC and has over 5 years of experience in the finance industry.

5
Robert J. Jones
CRD#: 6238384
421 South Sharon Amity Road, Suite A, Charlotte, NC 28211
89
Wealthminder
score

Robert Jones (CRD# 6238384) is an Investment Advisor Representative working at Investor Advisory Group in Charlotte, NC and has over 3 years of experience in the finance industry.

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