Peace Of Mind Wealth Management

Peace Of Mind Wealth Management (CRD# 317067) is a financial advisory firm headquartered in Raleigh, NC. They manage $169,309,016 in 560 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
4101 Lake Boone Trail, Suite 111, Raleigh, NC 27607
https://www.linkedin.com/company/1463247/admin/
By the Numbers
  • Total Assets Under Management
    169
    MILLION
  • Total Number of Accounts
    560
    ACCOUNTS
  • Average Account Value
    $302,338
Compensation Options
  • A percentage of assets under your management
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, PA, SC, TX, UT

Financial Advisors at Peace Of Mind Wealth Management
Showing 1 - 5 of 5 top financial advisors.
1
Radon Stancil, financial advisor Raleigh NC
Radon N. Stancil
CRD#: 5305441
4101 Lake Boone Trail, Suite 111, Raleigh, NC 27607

Radon Stancil (CRD# 5305441) is an Investment Advisor Representative working at Peace Of Mind Wealth Management in Raleigh, NC and has 1 year of experience in the finance industry.

2
Mursaleen Tariq, financial advisor Raleigh NC
Mursaleen M. Tariq
CRD#: 6285352
4101 Lake Boone Trail, Suite 111, Raleigh, NC 27607

Mursaleen Tariq (CRD# 6285352) is an Investment Advisor Representative working at Peace Of Mind Wealth Management in Raleigh, NC and has over 10 years of experience in the finance industry.

3
Nicholas Hymanson, financial advisor Raleigh NC
Nicholas C. Hymanson
CRD#: 6952093
4101 Lake Boone Trail, Suite 111, Raleigh, NC 27607

Nicholas Hymanson (CRD# 6952093) is an Investment Advisor Representative working at Peace Of Mind Wealth Management in Raleigh, NC and has over 5 years of experience in the finance industry.

4
Lauren Stancil, financial advisor Raleigh NC
Lauren M. Stancil
CRD#: 7118686
4101 Lake Boone Trail, Suite 111, Raleigh, NC 27607

Lauren Stancil (CRD# 7118686) is an Investment Advisor Representative working at Peace Of Mind Wealth Management in Raleigh, NC and has over 2 years of experience in the finance industry.

5
Taylor Wolverton, financial advisor Raleigh NC
Taylor K. Wolverton
CRD#: 7528366
4101 Lake Boone Trail, Suite 111, Raleigh, NC 27607

Taylor Wolverton (CRD# 7528366) is an Investment Advisor Representative working at Peace Of Mind Wealth Management in Raleigh, NC and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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