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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    305
    MILLION
  • Total Number of Accounts
    1,079
    ACCOUNTS
  • Average Account Value
    $283,033
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

FL, GA, LA, NC, SC, TX, VA

Financial Advisors at Laurel Wealth Advisors, LLC
Showing 1 - 7 of 7 top financial advisors.
1
William E. Sugg
CRD#: 4312125
309 S. Laurel Avenue, Charlotte, NC 28207
96
Wealthminder
score

William Sugg (CRD# 4312125) is an Investment Advisor Representative working at Laurel Wealth Advisors, LLC in Charlotte, NC and has over 15 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.

2
Mark S. Thompson
CRD#: 2928571
309 S. Laurel Avenue, Charlotte, NC 28207
96
Wealthminder
score

Mark Thompson (CRD# 2928571) 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.

3
Dustin M. Waide
CRD#: 2536569
309 S. Laurel Avenue, Charlotte, NC 28207
96
Wealthminder
score

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.

4
David Anderson
CRD#: 2432100
309 S. Laurel Avenue, Charlotte, NC 28207
93
Wealthminder
score

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.

5
John W. Byrd
CRD#: 3264975
309 S.laurel Ave., Charlotte, NC 28207
93
Wealthminder
score

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.

6
Jennifer L. Jones
CRD#: 4697951
309 S. Laurel Avenue, Charlotte, NC 28207
93
Wealthminder
score

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.

7
John W. Hearn
CRD#: 2932406
16501 D North Cross Drive, Huntersville, NC 28078
76
Wealthminder
score

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.

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