Queens Oak Advisors

Queens Oak Advisors (CRD# 150605) is a financial advisory firm headquartered in Charlotte, NC. They manage $342,577,946 in 630 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    343
    MILLION
  • Total Number of Accounts
    630
    ACCOUNTS
  • Average Account Value
    $543,775
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

AL, GA, MS, NC, SC, TX

Financial Advisors at Queens Oak Advisors
Showing 1 - 10 of 10 top financial advisors.
1
Leila T. Evans
CRD#: 2939186
6101 Carnegie Boulevard, Suite 360, Charlotte, NC 28209
96
Wealthminder
score

Leila Evans (CRD# 2939186) is an Investment Advisor Representative working at Queens Oak Advisors in Charlotte, NC and has over 19 years of experience in the finance industry. Leila Evans has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Laura C. Richards
CRD#: 3021452
6101 Carnegie Boulevard, Suite 360, Charlotte, NC 28209
96
Wealthminder
score

Laura Richards (CRD# 3021452) is an Investment Advisor Representative working at Queens Oak Advisors in Charlotte, NC and has over 19 years of experience in the finance industry. Laura Richards has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Michele V. Stutts
CRD#: 3092150
6101 Carnegie Boulevard, Suite 360, Charlotte, NC 28209
96
Wealthminder
score

Michele Stutts (CRD# 3092150) is an Investment Advisor Representative working at Queens Oak Advisors in Charlotte, NC and has over 19 years of experience in the finance industry. Michele Stutts has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Bert D. May
CRD#: 4445278
6101 Carnegie Boulevard, Suite 360, Charlotte, NC 28209
93
Wealthminder
score

Bert May (CRD# 4445278) is an Investment Advisor Representative working at Queens Oak Advisors in Charlotte, NC and has over 15 years of experience in the finance industry.

5
Brandon R. Phillips
CRD#: 4258855
6101 Carnegie Boulevard, Suite 360, Charlotte, NC 28209
93
Wealthminder
score

Brandon Phillips (CRD# 4258855) is an Investment Advisor Representative working at Queens Oak Advisors in Charlotte, NC and has over 15 years of experience in the finance industry.

6
Judy H. August
CRD#: 6023505
6101 Carnegie Boulevard, Suite 360, Charlotte, NC 28209
90
Wealthminder
score

Judy August (CRD# 6023505) is an Investment Advisor Representative working at Queens Oak Advisors in Charlotte, NC and has over 5 years of experience in the finance industry.

7
Kristin N. Lewis
CRD#: 5915256
6101 Carnegie Boulevard, Suite 360, Charlotte, NC 28209
90
Wealthminder
score

Kristin Lewis (CRD# 5915256) is an Investment Advisor Representative working at Queens Oak Advisors in Charlotte, NC and has 1 year of experience in the finance industry. Kristin Lewis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Winston W. Way
CRD#: 1077497
6101 Carnegie Boulevard, Suite 360, Charlotte, NC 28209
90
Wealthminder
score

Winston Way (CRD# 1077497) is an Investment Advisor Representative working at Queens Oak Advisors in Charlotte, NC and has over 6 years of experience in the finance industry.

9
Eric M. Teal
CRD#: 2175414
6101 Carnegie Boulevard, Suite 360, Charlotte, NC 28209
87
Wealthminder
score

Eric Teal (CRD# 2175414) is an Investment Advisor Representative working at Queens Oak Advisors in Charlotte, NC and has over 2 years of experience in the finance industry.

10
Julian F. Patton
CRD#: 4922289
6101 Carnegie Boulevard, Suite 360, Charlotte, NC 28209
76
Wealthminder
score

Julian Patton (CRD# 4922289) is an Investment Advisor Representative working at Queens Oak Advisors in Charlotte, NC and has over 12 years of experience in the finance industry. Julian Patton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.