Realm Investment Consulting LLC

Realm Investment Consulting LLC (CRD# 171634) is a financial advisory firm headquartered in Cary, NC. They manage $2,800,000 in 17 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2500 Regency Parkway, Cary, NC 27518
http://www.realminvestor.com
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $164,706
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
  • 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 Realm Investment Consulting LLC
Showing 1 - 2 of 2 top financial advisors.
1
Carlton Davis, financial advisor Cary NC
Carlton L. Davis
CRD#: 3124138
2500 Regency Parkway, Cary, NC 27518
90
Wealthminder
score

Carlton Davis (CRD# 3124138) is an Investment Advisor Representative working at Realm Investment Consulting LLC in Cary, NC and has 1 year of experience in the finance industry. Carlton Davis 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
Roger Elmer, financial advisor Cary NC
Roger R. Elmer
CRD#: 4801562
2500 Regency Parkway, Cary, NC 27518
90
Wealthminder
score

Roger Elmer (CRD# 4801562) is an Investment Advisor Representative working at Realm Investment Consulting LLC in Cary, NC and has 1 year of experience in the finance industry. Roger Elmer 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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Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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