Old North State Trust, LLC

Old North State Trust, LLC (CRD# 106155) is a financial advisory firm headquartered in Greensboro, NC. They manage $201,715,000 in 257 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    202
    MILLION
  • Total Number of Accounts
    257
    ACCOUNTS
  • Average Account Value
    $784,883
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC, VA

Financial Advisors at Old North State Trust, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Kristopher S. Abernethy
CRD#: 4971818
125 S. Elm St., Suite 100, Greensboro, NC 27401
93
Wealthminder
score

Kristopher Abernethy (CRD# 4971818) is an Investment Advisor Representative working at Old North State Trust, LLC in Greensboro, NC and has over 12 years of experience in the finance industry.

2
Kara C. Boyd
CRD#: 2952266
106 West Raleigh Street, Siler City, NC 27344
93
Wealthminder
score

Kara Boyd (CRD# 2952266) is an Investment Advisor Representative working at Old North State Trust, LLC in Siler City, NC and has over 11 years of experience in the finance industry.

3
Robert M. Phillips
CRD#: 2814079
106 W. Raleigh Street, Siler City, NC 27344
73
Wealthminder
score

Robert Phillips (CRD# 2814079) is an Investment Advisor Representative working at Old North State Trust, LLC in Siler City, NC and has over 20 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.