Ocean Advisors, LLC
Ocean Advisors, LLC (CRD# 133124) is a financial advisory firm headquartered in Charlotte, NC. They manage $40,861,466 in 93 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management41MILLION
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Total Number of Accounts93ACCOUNTS
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Average Account Value$439,371
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
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NC
Financial Advisors at Ocean Advisors, LLC
1
Drew Waterbury (CRD# 1402963) is an Investment Advisor Representative working at Ocean Advisors, LLC in Charlotte, NC and has over 36 years of experience in the finance industry.
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