Mbl Advisors
Mbl Advisors (CRD# 305176) is a financial advisory firm headquartered in Charlotte, NC. They manage $946,237,868 in 836 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management946MILLION
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Total Number of Accounts836ACCOUNTS
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Average Account Value$1,131,863
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
FL, GA, NC, SC, TX
Jonathan Dry (CRD# 4629167) is an Investment Advisor Representative working at Mbl Advisors in Charlotte, NC and has over 10 years of experience in the finance industry.
Brian Gift (CRD# 4990938) is an Investment Advisor Representative working at Mbl Advisors in Charlotte, NC and has 1 year of experience in the finance industry.
Luther Lockwood (CRD# 2082331) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Charlotte, NC and has over 25 years of experience in the financal services industry. His complete biography and information regarding his firm and practice is available at the MBL Advisors website.
www.mbl-advisors.com
William Morton (CRD# 6196579) is an Investment Advisor Representative working at Mbl Advisors in Charlotte, NC and has over 10 years of experience in the finance industry.
Michael Grimes (CRD# 7072684) is an Investment Advisor Representative working at Mbl Advisors in Charlotte, NC and has over 4 years of experience in the finance industry.
Thomas Mack (CRD# 7710314) is an Investment Advisor Representative working at Mbl Advisors in Charlotte, NC and has 1 year of experience in the finance industry.
Miranda Silinski (CRD# 6626568) is an Investment Advisor Representative working at Mbl Advisors in Charlotte, NC and has 1 year of experience in the finance industry.