Northstar Wealth Management, LLC
Northstar Wealth Management, LLC (CRD# 117857) is a financial advisory firm headquartered in Raleigh, NC. They manage $9,000,000 in 46 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management9MILLION
Total Number of Accounts46ACCOUNTS
Average Account Value$195,652
- 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
James Armstrong (CRD# 4517907) is an Investment Advisor Representative working at Northstar Wealth Management, LLC in Wake Forest, NC and has over 15 years of experience in the finance industry. James Armstrong 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.
John Yoash (CRD# 1935772) is an Investment Advisor Representative working at Northstar Wealth Management, LLC in Wake Forest, NC and has over 21 years of experience in the finance industry.