Ocean Advisors (CRD# 133124) is a financial advisory firm headquartered in Charlotte, NC. They manage $17,000,000 in 60 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management17MILLION
Total Number of Accounts60ACCOUNTS
Average Account Value$283,333
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Drew Waterbury (CRD# 1402963) is an Investment Advisor Representative working at Ocean Advisors in Charlotte, NC and has over 30 years of experience in the finance industry. Drew Waterbury 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.