Sovereign Financial Group
Sovereign Financial Group (CRD# 137145) is a financial advisory firm headquartered in Raleigh, NC. They manage $20,006,465 in 147 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management20MILLION
Total Number of Accounts147ACCOUNTS
Average Account Value$136,098
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
James Spirko (CRD# 2678102) is an Investment Advisor Representative working at Sovereign Financial Group in Raleigh, NC and has over 22 years of experience in the finance industry.