Laurel Wealth Advisors, LLC

Laurel Wealth Advisors, LLC (CRD# 118469) is a financial advisory firm headquartered in Charlotte, NC. They manage $860,394,851 in 1,387 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    860
    MILLION
  • Total Number of Accounts
    1,387
    ACCOUNTS
  • Average Account Value
    $620,328
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
The map below shows states where this firm has explicit registration only.

FL, GA, LA, NC, NY, PA, SC, TN, TX, VA

Financial Advisors at Laurel Wealth Advisors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
David Anderson
CRD#: 2432100
1355 Greenwood Cliff, Ste. 301, Charlotte, NC 28204

David Anderson (CRD# 2432100) is an Investment Advisor Representative working at Laurel Wealth Advisors, LLC in Charlotte, NC and has over 30 years of experience in the finance industry.

2
John W. Hearn
CRD#: 2932406
16501 D North Cross Drive, Huntersville, NC 28078

John Hearn (CRD# 2932406) is an Investment Advisor Representative working at Laurel Wealth Advisors, LLC in Huntersville, NC and has over 26 years of experience in the finance industry.

3
Jennifer L. Jones
CRD#: 4697951
1355 Greenwood Cliff, Ste. 301, Charlotte, NC 28204

Jennifer Jones (CRD# 4697951) is an Investment Advisor Representative working at Laurel Wealth Advisors, LLC in Charlotte, NC and has over 20 years of experience in the finance industry.

4
William E. Sugg
CRD#: 4312125
1355 Greenwood Cliff, Ste. 301, Charlotte, NC 28204

William Sugg (CRD# 4312125) 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
Mark S. Thompson
CRD#: 2928571
1355 Greenwood Cliff, Ste. 301, Charlotte, NC 28204

Mark Thompson (CRD# 2928571) is an Investment Advisor Representative working at Laurel Wealth Advisors, LLC in Charlotte, NC and has over 26 years of experience in the finance industry.

6
Dustin M. Waide
CRD#: 2536569
1355 Greenwood Cliff, Ste. 301, Charlotte, NC 28204

Dustin Waide (CRD# 2536569) 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.

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