Professional Wealth Management Services LLC

Professional Wealth Management Services LLC (CRD# 150266) is a financial advisory firm headquartered in Statesville, NC. They manage $66,520,937 in 205 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    67
    MILLION
  • Total Number of Accounts
    205
    ACCOUNTS
  • Average Account Value
    $324,492
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
  • Pension consulting services
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

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 205b, Statesville, NC 28677
96
Wealthminder
score

Shawn Fleming (CRD# 5316725) is an Investment Advisor Representative working at Professional Wealth Management Services LLC in Statesville, NC and has over 9 years of experience in the finance industry.

2
John G. Stevenson
CRD#: 2478575
211 South Center Street, Suite 205b, Statesville, NC 28677
93
Wealthminder
score

John Stevenson (CRD# 2478575) is an Investment Advisor Representative working at Professional Wealth Management Services LLC in Statesville, NC and has over 22 years of experience in the finance industry.

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