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).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    147
    ACCOUNTS
  • Average Account Value
    $136,098
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
  • 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.

NC, TX

Financial Advisors at Sovereign Financial Group
Showing 1 - 1 of 1 top financial advisors.
1
James C. Spirko
CRD#: 2678102
3737 Glenwood Avenue, Suite 100, Raleigh, NC 27612
81
Wealthminder
score

James Spirko (CRD# 2678102) is an Investment Advisor Representative working at Sovereign Financial Group in Raleigh, NC and has over 21 years of experience in the finance industry.

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