Sovereign Financial Group

Sovereign Financial Group (CRD# 137145) is a financial advisory firm headquartered in Raleigh, NC. They manage $40,010,273 in 144 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4509 Creedmoor Road, Suite 201, Raleigh, NC 27612
http://www.sovereignfinancialinc.com
By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    144
    ACCOUNTS
  • Average Account Value
    $277,849
Compensation Options
  • A percentage of assets under your management
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 Sovereign Financial Group
Showing 1 - 1 of 1 top financial advisors.
1
James Spirko, financial advisor Raleigh NC
James C. Spirko
CRD#: 2678102
4509 Creedmoor Road, Suite 201, Raleigh, NC 27612

James Spirko (CRD# 2678102) is an Investment Advisor Representative working at Sovereign Financial Group in Raleigh, NC and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

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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