Laurel Wealth Advisors, LLC
Laurel Wealth Advisors, LLC (CRD# 118469) is a financial advisory firm headquartered in Charlotte, NC. They manage $774,054,606 in 1,407 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management774MILLION
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Total Number of Accounts1,407ACCOUNTS
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Average Account Value$550,145
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, GA, LA, NC, NY, PA, SC, TN, TX, VA
David Anderson (CRD# 2432100) is an Investment Advisor Representative working at Laurel Wealth Advisors, LLC in Charlotte, NC and has over 28 years of experience in the finance industry.
John Hearn (CRD# 2932406) is an Investment Advisor Representative working at Laurel Wealth Advisors, LLC in Huntersville, NC and has over 24 years of experience in the finance industry. John Hearn 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.
Jennifer Jones (CRD# 4697951) is an Investment Advisor Representative working at Laurel Wealth Advisors, LLC in Charlotte, NC and has over 18 years of experience in the finance industry.
William Sugg (CRD# 4312125) is an Investment Advisor Representative working at Laurel Wealth Advisors, LLC in Charlotte, NC and has over 21 years of experience in the finance industry. William Sugg 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.
Mark Thompson (CRD# 2928571) is an Investment Advisor Representative working at Laurel Wealth Advisors, LLC in Charlotte, NC and has over 24 years of experience in the finance industry.
Clinton Townsend (CRD# 7058017) is an Investment Advisor Representative working at Laurel Wealth Advisors, LLC in Charlotte, NC and has over 3 years of experience in the finance industry.
Dustin Waide (CRD# 2536569) is an Investment Advisor Representative working at Laurel Wealth Advisors, LLC in Charlotte, NC and has over 21 years of experience in the finance industry. Dustin Waide 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.