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 11 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 10 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 19 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.