Laurel Wealth Advisors, LLC
Laurel Wealth Advisors, LLC (CRD# 118469) is a financial advisory firm headquartered in Charlotte, NC. They manage $305,392,354 in 1,079 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management305MILLION
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Total Number of Accounts1,079ACCOUNTS
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Average Account Value$283,033
- 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, SC, TX, VA
William Sugg (CRD# 4312125) is an Investment Advisor Representative working at Laurel Wealth Advisors, LLC in Charlotte, NC and has over 16 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 19 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 16 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.
David Anderson (CRD# 2432100) is an Investment Advisor Representative working at Laurel Wealth Advisors, LLC in Charlotte, NC and has over 23 years of experience in the finance industry.
John Byrd (CRD# 3264975) is an Investment Advisor Representative working at Laurel Wealth Advisors, LLC in Charlotte, NC and has over 17 years of experience in the finance industry.
Jennifer Jones (CRD# 4697951) is an Investment Advisor Representative working at Laurel Wealth Advisors, LLC in Charlotte, NC and has over 13 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 19 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.