Penland Legacy Advisors, LLC
Penland Legacy Advisors, LLC (CRD# 118937) is a financial advisory firm headquartered in Charlotte, NC. They manage $117,924,672 in 422 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management118MILLION
Total Number of Accounts422ACCOUNTS
Average Account Value$279,442
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
NC, SC, TX
William Smiley (CRD# 2374799) is an Investment Advisor Representative working at Penland Legacy Advisors, LLC in Charlotte, NC and has over 24 years of experience in the finance industry.