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).
Current Firm Details
Professional Wealth Management Services LLC
By the Numbers
-
Total Assets Under Management107MILLION
-
Total Number of Accounts173ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC
Financial Advisors at Professional Wealth Management Services LLC
1
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 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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.