Professional Wealth Management Services LLC

Professional Wealth Management Services LLC (CRD# 150266) is a financial advisory firm headquartered in Statesville, NC. They manage $107,183,678 in 173 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    107
    MILLION
  • Total Number of Accounts
    173
    ACCOUNTS
  • Average Account Value
    $619,559
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Professional Wealth Management Services LLC
Showing 1 - 2 of 2 top financial advisors.
1
Shawn M. Fleming
CRD#: 5316725
211 South Center Street, Suite 417, Statesville, NC 28677

Shawn Fleming (CRD# 5316725) is an Investment Advisor Representative working at Professional Wealth Management Services LLC in Statesville, NC and has over 17 years of experience in the finance industry.

2
John G. Stevenson
CRD#: 2478575
211 South Center Street, Suite 417, Statesville, NC 28677

John Stevenson (CRD# 2478575) is an Investment Advisor Representative working at Professional Wealth Management Services LLC in Statesville, NC and has over 29 years of experience in the finance industry.

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